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Technology Stocks : ZOMX - Zomax, Inc. -- Ignore unavailable to you. Want to Upgrade?

To: michael meyers who wrote (118)	4/6/1998 4:29:00 PM
From: Alan Newman	Read Replies (2) \| Respond to of 322

I did leave a message for Lisa in IR, but she hasn't returned my call yet. I'm not sure how much info I'll get, since it's probably their quiet period. I also looked again at the chart, and it confirmed what I thought: The stock never went down on high volume. All price rises were on high volume. Today is a good example. Look at the high points in volume, and then look at the price change: quote.yahoo.com Still looks good to me. Alan

To: michael meyers who wrote (118)	4/9/1998 4:44:00 PM
From: Alan Newman	Respond to of 322

Here's some info from my conversations with ZOMX. "Lisa in IR" was only able to confirm that earnings would be released after the close on 4/20. She suggested I call Jim Flaherty, the CFO. I called Jim, who was in San Jose. (He answered his own phone, which I liked.) My Questions and Jim's Answers: Q: Are you expecting any additional analyst coverage? A: We're working on that, and are optimistic Q: Are you getting more institutional interest? A: Currently 3 or 4 funds the stock. Q: How is the integration of the recent acquisitions going? A: Coming along well Q: How's the overall business? A: "Good. Good." Q: Have you felt any impact from the situation in Asia? A: No. Most of our business is in the US. Q: Are you still so dependent on Gateway? A: Gateway is still the largest customer. But with the acquisitions, the dependence on Gateway is decreasing. Q: What about the earnings report coming up? A: Company is continuing strong growth. The expectations of the analyst "RJ Steichen" (sp?) has factored this in. [Anyone know who this RJ Steichen is?] Overall, it was a very positive conversation. I'm not sure if the lack of specifics in the answers was due to my questions, the quiet period before earnings, or just Jim's style. Anyway, I'm not selling any. Alan