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

To: D.J.Smyth who wrote (55849)	6/9/1998 7:43:00 PM
From: KM	Respond to of 58324

Darrell: Wouldn't you say there's a marked divergence between the company and the stock in the minds of the big houses? Don't you think things would be different if they had issued an earnings warning midway through the fourth quarter and not hung everyone out to dry (including the few analysts who were still covering them)? Amazing that you can get coverage initiated by major houses on some of the smelliest merchandise around but they treat Iomega like a bastard stepchild. I wonder if this will ever change.

To: D.J.Smyth who wrote (55849)	6/9/1998 8:02:00 PM
From: lbs	Read Replies (2) \| Respond to of 58324

Since this story is basically the Gillette model, the main question is how many blades are people using. I know tons of people with Zips and Jazz drives in their machines, who never, and I mean never, use them. What this means is that in these cases, disk sales are minimal.

To: D.J.Smyth who wrote (55849)	6/9/1998 10:05:00 PM
From: Reseller	Read Replies (3) \| Respond to of 58324

First chance I've had to sit down and review the events of the day and FWIW a couple of comments. James Sierk had left me with the impression that the direction IOM had taken was solid. I was at first perplexed as to why he didn't take the opportunity to tout Clik! or any of the other products that IOM is involved with. I was disappointed, but after thinking about just what the appearance was about things made more sense. Just a week ago Kate Bonner had really trashed IOM about it's Zip drive problems. Well James responded, telling us that not only is their quality good but they are making it better and in fact good enough for the largest computer manufacturer in the world to make Zip standard !! Now I wanted to hear about these new neat little products that were touted in their PC EXPO 98 news release. Despite much prodding this crafty guy didn't spill the beans and left us hanging. So to be continued at PC EXPO. I believe what we are seeing is the direct response by OEM's to the price reductions to the channel. IOM is going after the market in the way I was calling for. Compaq isn't a slouch they're the largest and with Dell, Micron, Gateway etc, etc selling Zip drives as standard fare how long can the others ignore the popularly of Zip and isolate themselves. It's amazing that even though IOM is so beat up as soon as there's a hint of good news everyone wants in.. You would think that everyone's afraid of it leaving the station without them ; ) Regards Reseller