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


To: Bobo Bear who wrote (6564)1/22/1999 10:31:00 PM
From: Bob B.  Respond to of 10072
 
Yes, Bobo, I saw your earlier post analyzing 99 sales, and heard the conference call prediction for the rest of 99. If their analysis is on the level and not for effect, then my answer is that Y2K sales will produce a better year than even Iomega's management imagines.

I won the prediction contest for the fourth quarter (along with several others at .07) and wouldn't mind staking the crown on a 1999 EPS contest. I will stick with .70. My friend who inhabits other boards and I had a big discussion about this on the "secret" board a few weeks back. We've both looked hard at the data and are both long IOM at around 30,000 shares apiece. He sees .40 at best for '99, and I respect his perspective. As I recall, your model, given the most favorable assumptions, came out to .37 and a few mills. Your prediction, his prediction, and Iomega's prediction are all duly noted.