To: Senthil Sankarappan who wrote (4858 ) 12/7/1998 12:37:00 AM From: HardMoney Respond to of 10072
Bottom line is the company has to beat the Street and have new News...not rehashed endorsments fo clik!.....yeah I know they annouced alliances and OEM deals at Comdex....... but until they ship and one can analyze sales and market penetration clik is nothing yet.......and there may be something very soon........an anouncement that the clik! drives and disks have shipped, would be a good thing :))........but until then...clik! is still vapor interms of projected earnings calculations.... I want to see it out and soon........ I believe the Street has already priced out anything from clik!...if it hadn't the stock would be higher......IOM, imho, is still very oversold if you follow the fundys of the Company and if you project growth in Zip products and Jaz alone..even with no clik! the stock should,imo, be higher today............I believe clik! will succeed, but one can't gauge its success fairly against say...... Zip sales over the next 2 years, don't forget Zip premiered at Comdex of 1994.....that's 4 years ago its taken that long to get to where its at now and it's still not "STANDARD" on every machine....if in 4 years clik is half as successfull Zip is today, I'll be ecstatic.......don't underestimate the explosion in digital storage over the next 10 years..............and IOM ,right now and for the forseeable future.........is the only guy on the block.... ....I've heard a couple of people post the comment in reference to IOM and its current strategy, the comment?........"Microsft-ish" aka virtual monopoly......... I evaluate this Co every quarter. We are definitively in a bullish phase....the bearish phase which began with the Q4 97 earning and that bullshit conference call with all that $100,000,000 ad thing....an act of desparation........this management team is ready to grow this company to the ranks of CSCO SUNW CA UIS CPQ etc.,.......... IMVHO. Frank