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

To: Ben Antanaitis who wrote (6528)	1/22/1999 12:00:00 PM
From: James Strauss	Respond to of 10072

Excellent observation Ben... TV teleprompter readers like Joe Kernen are not paid to think, only to read... The original analysts estimates for the first Qtr didn't have the Syquest purchase accounted for... Nor, did it account for the tremendous response of the 250 meg Zip drive that Iomega can't produce fast enough... As investors, we can take advantage of the lack of thought by the messengers of old news to buy on the cheap... : > Jim

To: Ben Antanaitis who wrote (6528)	1/22/1999 12:09:00 PM
From: D.J.Smyth	Read Replies (1) \| Respond to of 10072

If they're spending nearly $18 million on R&D and rollout of the new product, then, generally, they'd expect a return of 7 X $18 (multiple of 7 is used as a bench mark for all new product rollouts) in the first year, or $144 million. Guess a low cost MR related product. Margins on MR or giant MR are as healthy, if not healthier in some respects than inductive products despite lower cost advantages to the end user. Add $144 million on top of other products in the pipe; 35 million zips by year end; potential clik! explosion.