Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Michael M who wrote (52737)	4/16/1998 5:04:00 PM
From: s. bateh	Read Replies (1) \| Respond to of 58324

planned 2qt. ads were supposed to be less...i think 15mi. vs. 20mil. last qt..... over 50%oem !!!great news.......we are the standard!

To: Michael M who wrote (52737)	4/16/1998 5:09:00 PM
From: Rocky Reid	Read Replies (1) \| Respond to of 58324

OEM You still don't get it. OEM Zip inclusion only leads to reduced disc tie ratios. And this is where the money is made. The object of this whole game is not to push Zips out the door, but to make money doing it. OEM drives are sold at virtually no profit, or even at a loss. And OEM drives have very poor disc tie ratios. Nothing Iomega has tried to do has changed this. Retail sales are flagging badly, which reflects a saturated market. Looking forward, Disc tie ratios will only drop further with the increased OEM shipments. And more money will be lost. OEM inclusion is good, but no retail strength weighs the balance down much more. Of course, this ignores any other bad news like Sony. I still hold that retail Zip sales will be cut 50% within 3 months after Sony HiFi ships.