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

To: Reseller who wrote (6826)	1/27/1999 8:49:00 AM
From: s. bateh	Respond to of 10072

Reseller, as pissed as i am i still agree with your points....the fundam. have not changed only gotten better.....we still have no competition and from checking with dealer sources and distributors, i am not out yet....will be another couple of qts. but i can wait....good luck all.

To: Reseller who wrote (6826)	1/27/1999 8:51:00 AM
From: Tom Carroll	Read Replies (1) \| Respond to of 10072

RE: The long view Dave, Precisely my reading. Thanks for putting it so well. Glore deliberately set the sights low for Q1 so that they could use this time to get some not-very-profitable things done on the way to that $10-billion-a-year objective. Better margins on the two minuses is big, big news, as is the Apple notebook decision, plus something else that nobody has noted from the CC, namely, that although Asia and Europe weren't so good in Q4, the USA was the best ever. This is a roadmap to the future, folks. It just ain't gonna happen in twelve weeks. Cheers, Tom (long IOM)

To: Reseller who wrote (6826)	7/6/1999 12:58:00 PM
From: Rocky Reid	Respond to of 10072

We now have a confirmed business strategy pattern for Iomega. Proprietary Retail------>OEM-------->Commodity (high margin)--------(low margin)---(lowest margin) Iomega's only money-making product line, the Zip, went from a complete proprietary retail sales-driven strategy to a lower (even negative) margin OEM strategy. Now with the CD-RW, we have Iomega now making the transition (4 years too late) to CD technology, a pure-commodity, low margin business. During this time, IOM stock has dropped from a high of $28 to its present day $4 and change. Anyone see a pattern here? And when Iomega completes the transition to pure-commodity by killing its Zip sales with the Iomega CD-RW, the stock will further reflect this new Survival Level product strategy. That is to say, IOM will trade around Book Value. IOM Book Value (after charges) = about $1.20 per share