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

To: stock bull who wrote (53035)	4/18/1998 10:26:00 PM
From: Herb Fuller	Read Replies (1) \| Respond to of 58324

Stock Bull , Re:>>> AOL's 500+ PE Ratio <<< AOL is also trading at 8+ times it's price/sales ratio . If we were to apply the same to IOM it would be selling for well over $50 . At 1 times the sales IOM is selling at the very low end of the ratio at the present time . Unless you believe that the Company is going to go out of business or their business is going to tank down to 1 billion or so next year this Company's price has no where to go but up from here . Herb

To: stock bull who wrote (53035)	4/20/1998 10:28:00 AM
From: John Lacelle	Read Replies (1) \| Respond to of 58324

Hey stock bull, The AOL P/E story is an interesting one. I think that the market has not yet determined how much sales and growth potential the Internet has to offer. You can look at Yahoo!, Cisco, and MSFT and come to the same conclusion. What I find scary is that the P/E ratio of the S and P 500 (we are talking about 75% of the market capital total) is now about 28, up from about 20 a year ago, and almost triple that of the historical average of 10%. If this isn't tulip bulbs, then what is? I even saw an analysis of Cocacola with its P/E of 50 that concluded that if the P/E multiple stays the same and it continues with its modest sales growth of 13%, KO will have a market capital of 1 trillion dollars in about 15 years. Back on topic, IOM looks like a deal at these prices. I think that they just need some excellent marketing and time to corner the market. For those of you who like to take risks, check out the price of IOM calls for 7 1/2 for May. Its only 3/8 and the upside potential is fantastic. Just my humble option opinion, -John