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Non-Tech : Iomega Thread without Iomega -- Ignore unavailable to you. Want to Upgrade?


To: D.J.Smyth who wrote (600)7/17/1998 4:47:00 PM
From: Pacing The Cage  Read Replies (1) | Respond to of 10072
 
Darrell,
Good to hear from you again!

What is your opinion of IOM after earnings and the conference call if you don't mind my asking?

They didn't get hit today like I was expecting, so I am beginning to think that we may get a run-up from here.

Thanks,
-Ken



To: D.J.Smyth who wrote (600)7/17/1998 5:38:00 PM
From: D.J.Smyth  Respond to of 10072
 
ken, we all know good companies go through four main phases (a) love fest phase, (b)consolidation/reality phase, (c) acceleration phase, (d) maturation phase. iom has been in phase (b). the acquisition of Nomai was a bright move. according to my source it could lead to better things for them; he thought this acquisition among other things could lead to upside from here; so maybe he's right again.

it does appear the board of directors is more wall street friendly, i.e., no more secrets