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


To: Gottfried who wrote (4221)11/16/1998 11:37:00 PM
From: Rocky Reid  Respond to of 10072
 
>>SHARP CHOOSES IOMEGA'S CLIK!™ DRIVE ..<<<

Blah Blah Blah

Only one thing wrong with all of this. No Vapor! drive. Where is it?

I don't see one anywhere.

Do you?

The latest news is now "1st Quarter 1999." How much you wanna bet you will see a press release 3 months from now saying "Expect Vapor! in the Second Quarter 1999"?



To: Gottfried who wrote (4221)11/17/1998 12:24:00 AM
From: David Wise  Respond to of 10072
 
I live in the city of Iomega (Roy, Utah). I drive by their new buildings every day. Less than 4 years ago the stock was $1 (more like .20 post splits). I saw the new construction for offices and work space. I watched the stock go to $150 pre-split, but I kept thinking they had topped as the stock kept rising.

Now I see new construction and new hiring. I'm in for the ride! How can anyone read the 6 or so press releases out just today and not see the new IBM monster size company being born? In IBM's day it was the computer itself. Today it's all the peripheral requirements, storage solutions, portability, WebTV type applications, Music purchases over the internet, pictures and streaming video over the internet and applications to get the pictures in and out of computers. Today more than ever I've seen the future and the future is Iomega! Clik! will bring rejuvenation to sales, the new, 250 (higher margin) drive will increase earnings, the internet over TV, music disks and other new applications will quickly bring Iomega to the status of Microsoft.

We're lucky that it takes longer for good news to move a stock with this many shares in either direction. That gave us a little more time to get on board. My bet is that by the end of November, institutional buyers will come back. They were down to 8% of shares. The low price and the need for window dressing drove them out recently. Their exit resulted in ridiculously low prices, above and beyond what was called for due to lower earnings. Advertising on the Super Bowl and elsewhere - something like $100 million worth - was an ill advised expense that made earnings look bad. Now that's history, and so is SyQuest. Just watch the institutional investors pour back in. As they do, slowly at first to not attract attention, prices will gradually rise. But like the frog in the pan of water, those who wait too long won't see it coming until the stock is already HOT!

Well, that's my story and I'm sticking to it.

Long and Happy!
David



To: Gottfried who wrote (4221)11/17/1998 2:35:00 AM
From: Kansas George  Respond to of 10072
 
To: Gottfried
From: Kansas George
Tuesday, Nov 17 1998 2:30AM EST
-Preview-

Gottfried and Iomegians,
Not to be negative, but I was somewhat disappointed with news from Comdex today. I was hoping to hear something on the tune of Clik! and USB Zip on shelves this week, or something like Palm pilot with Clik! built in at your nearest computer store in time for Christmas. Some product that everyone MUST HAVE. I don't think we can have really explosive growth of Clik! until it is built in, not just supported as an external peripheral. Maybe my expectations are to high. Seems like this just drags on and on. Now it appears clik! the end of this year, and possibly not until first quarter? I assume most of the good news from Comdex if not all has been released? Sorry for the rambling, couldn't get to sleep.



To: Gottfried who wrote (4221)11/17/1998 9:33:00 AM
From: Herb Fuller  Read Replies (1) | Respond to of 10072
 
Gottfried ,

I agree with your statement .

" What SI needs is an exclusion button. It would prevent people on my list from replying to my posts. If they persisted in trying it would crash their browser. "

Gottfried , go to the site below and issue your complaint .
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exchange2000.com

This is a place for what will undoubtedly be some lively debate on the positives and negatives of allowing registered Silicon Investor users to "filter out" messages of other users. There are many issues, including free speech, thread continunity, arbitrary or unintended consequences, and last, but certainly not least, the desires of our hosts.

Ladies and Gentlemen - Start your engines!
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Herb