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

To: Rocky Reid who wrote (57271)	7/17/1998 10:09:00 AM
From: august first	Respond to of 58324

Rocky, How do you like it. You sold your QGLY at the bottom, great going guy.<g>

To: Rocky Reid who wrote (57271)	7/17/1998 10:09:00 AM
From: Michael Coley	Read Replies (1) \| Respond to of 58324

RE: Rocky's Education Level. Rocky, >> Clearly even a dimmer-witted 5th grader can see that the tie ratio has been suffering based on this fact. << Thanks for clearing up your education level, but clearly even a dimmer-witted 5th grader can be wrong... >> You see, the tie ratio is a rate at which discs sell to drives. The rate at which Zip drives increased their base since 7/97 (114%) was not met by the growth rate of Zip discs (44%). << You're not comparing sales rate to sales rate. You're comparing sales rate to installed base. Either compare sales rate to sales rate or installed base to installed base, not sales rate to installed base. - Michael Coley - wwol.com

To: Rocky Reid who wrote (57271)	7/17/1998 12:37:00 PM
From: Cogito	Read Replies (1) \| Respond to of 58324

>>They are very much "like' numbers. You see, the tie ratio is a rate at which discs sell to drives. The rate at which Zip drives increased their base since 7/97 (114%) was not met by the growth rate of Zip discs (44%). Clearly even a dimmer-witted 5th grader can see that the tie ratio has been suffering based on this fact.<< Rocky - It never ceases to amaze me how you can be wrong on virtually every point you make, yet you have ended up being right about the general direction of Iomega's stock price. Although it should be noted that it took nearly a year before you started being right about that. In fact, Iomega's report says that disk shipments improved 44% in the second quarter, as compared to the second quarter of 1997. Quarter over quarter sales growth cannot be meaningfully compared with the growth of the total installed base of drives in one year. If we want to see what's happening with tie ratios, we have to look at these numbers: Q2 1998 drive sales up 10% on a unit basis over Q2 1997 Q2 1998 disk sales up 44% on a unit basis over Q2 1998 Get it? - Allen PS: Notice how I'm not even responding to the aspersions on my intelligence. Pretty mature of me, huh?

To: Rocky Reid who wrote (57271)	7/20/1998 11:23:00 AM
From: Brent D. Beal	Respond to of 58324

*They are very much "like' numbers. You see, the tie ratio is a rate at which discs sell to drives. The rate at which Zip drives increased their base since 7/97 (114%) was not met by the growth rate of Zip discs (44%). Clearly even a dimmer-witted 5th grader can see that the tie ratio has been suffering based on this fact. * Evidently, you're not even up to 5th grader dim-wit status. For one, you haven't taken the time-factor into consideration. How many disks to you think the guy who bought his drive 3 weeks ago has purchase--how about the guy who bought his 18 months ago? Come on, Rockhead, I think even you should be able to see that there is not a 1-to-1 relationship between drives and disks. Drive sales predict future disk sale (i.e disk sales are lagged). Maybe you should sit down and try to think this through before you make a fool of yourself. Brent.