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Non-Tech : Any info about Iomega (IOM)? -- Ignore unavailable to you. Want to Upgrade?

To: David S. who wrote (52602)	4/15/1998 7:44:00 PM
From: Bill Lin	Respond to of 58324

you know, if I were Sierk (sp?) I would lump all the advertising costs to this quarter, even prepay a bit (like TV forces you to), and have the write off this past quarter. I'd lump as much junk into this quarterly report as possible, to smooth out the profitability for next quarters. Granted, they are limited by what their auditors will allow, but you know those auditors, they'll allow a lot... So, I have little hopes for a profitable quarter. The number I will look at is the topline revenue number, and how many zip drives were sold. After that I will look at the jaz 1 disk sales and tie ratio. Jaz 2 will have little impact upon unit volumes, and the tie ratio is too young. I think the zip disk sales will come. If you look at the 400mhz P2 announcements today, you will see support for 1 GB main memory, 20 gig hard drives. It now makes sense to use a 100 mb disk, using these ratios going forward. The 1.44mb support is really passe. again, its only good for driver updates by oem or add in cards. but lots of driver updates are now available on cd's. put'em on a zip disk and its similar function. The competition from Orb is REAL serious, if they can get the price point profitable. But it will attack jaz/jaz2, NOT zip. zip IS a standard, and it should be priced like it (which in computerese means, CHEAP) So, 1) topline revenue, 2) # zip drives sold, 3) # jaz1 disks sold I suspect jaz 1 disk sales are low. when KE announced jaz2, he crippled jaz 1 sales. stupid move. I would also like the analysts to give hard questions on the state of Click of Death. They should have an analysis for failure mechanisms now. I bet there are about 15, 90% of which center around 2 or 3 failure types. just guessing. BL ps if you are already looking forward to next quarter earnings, the focus is 1) top line revenue, 2) zip drive sales, 3) jaz 2 drive sales 4) jaz 1 disk sales 5) discounting costs pps oh yeah, the negative cash flow thing, and expense controls, etc. all those other very important issues.