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

To: Les White who wrote (56318)	6/18/1998 12:41:00 AM
From: Ken Pomaranski	Read Replies (1) \| Respond to of 58324

>> Who cares if this drive is the 'standard'? This concept means nothing<< What I want to see is a model which shows me how much money comes to the bottom line if ZIP becomes standard. I want to see a model that shows some positives. All my models show that as OEM goes up, tie ratios go down, overall margins go down, and the company does worse than the past. It's a failing concept. Getting a ZIP drive into a computer is 1/20th of the work, and results in nothing to the bottom line. The rest of the work is selling disks. Again, the disk market WILL saturate as the techheads get more than enough. I'd say that in the early days of the ZIP drive the tie ratio was about 10 or so. I'd say that it's fallen now to 2/3 or so, and will only get worse, especially as it looks like IOMEGA will lose the patent wars. I just cannot believe you buy this stock and not think for yourselves. Ignore the analysts and the company. Do you own research and models. Half the analysts don't know what a disk drive is. The company is busy pumping itself. You have to dig VERY, VERY deep in the Edgar filings to find the juicy stuff. If you follow analysts, you will be stuck with THEIR junky returns. All the data is out there, but you guys ignore it and dream up these wacky scenarios with no data to back it up... kp