Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Ben Antanaitis who wrote (6196)	1/20/1999 6:02:00 PM
From: Steve Research	Read Replies (1) \| Respond to of 10072

OT---JBOH, Jb oxford looks like it could run here, undervalued internet trading stock...$4, see thread. Go IOM.

To: Ben Antanaitis who wrote (6196)	1/20/1999 6:06:00 PM
From: D.J.Smyth	Respond to of 10072

QNTM and RDRT reported better than expected. RDRT does work for IOM.

To: Ben Antanaitis who wrote (6196)	1/20/1999 6:55:00 PM
From: D.J.Smyth	Respond to of 10072

B., IOM needs to bring their cost of sales down 1.75% (that's pennies at the retail shelf) and SG&A down 1% (or some combination of the two) in order to make $.05 or better (depending on positive tax provision) based on $465 million in sales. This would mean that 1/2 their earnings would come from positive tax provisions. If disk sales ratio relative to drives increases by a fraction (even "1/4" disk per drive) earnings would nicely exceed $.05. Going forward, the more drives, the more disks, and the ratio of disks to drives increases quickly and earnings should theoretically be easier to make.