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To: James Strauss who wrote (56941)	11/3/1998 11:56:00 PM
From: AlanH	Read Replies (1) \| Respond to of 58727

Jim, re:IOM My concern with IOM would not be with leadership, rather market space. Didn't these folks carve a point-in-time niche? In other words... if you had introduced similar technology, wouldn't you accept that "price" (or, cost-curve) would eventually collapse on your model? And, if so, would your diversification attempts match IOM? Perhaps, the stock is tradable based on technicals, but IMO the fundamentals are dismal. JMO Best wishes, Alan

To: James Strauss who wrote (56941)	11/4/1998 1:20:00 AM
From: Electric	Read Replies (1) \| Respond to of 58727

Jim, I am the life boat before the Titanic, but I am sailing away for the stubborn upper class people that dont think the good ship can sink..lol Comments... IBM, their Prez was a big name and they hit a sweet spot in technology for the company, they also had a plan. Lets see what IOM's prez can do. Another thing, IBM is a gorilla with 10(I am guessing) areas of revenue generation. IOM has one. P/E... A P/E of 175 is not normal for a growing company, it is normal for an internet stock. IOM has had its product line out there for how many years? They have been stumbling over their own feet and if the same happens to a differnent company, the same thing will happen. Tell me what is going to make the sector all of a sudden have life support given to it? SYQT was a mere 5-10% of the market. What is likely to happen is people wanting an alternative will go to Sony. Also Sony has deeper pockets to spend on advertising. I dont think there is a correlation between computer sales and Jaz drives, I dont own one, I rarely see computers with them. Bottom line is the product is past its growth stages, and since the company has zero other products in the pipeline there isnt alot to gain. The only hope that IOM has IMO (lol) is a reduction in spending, getting a grasp on costs. Investors perceptions are fleeting. A quarter or two down the road when the Street expects more than a few pennys per share, and the Co misses again.. oopsey there goes IOM. Get a bucket Jim.. I think you are taking water.. Just kidding of course. Best of luck!!! If you like the turnaround candidates, look at BOST, somthing tells me that they arent finished yet..