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

To: Cogito who wrote (8289)	3/15/1999 6:09:00 PM
From: Ken Pomaranski	Read Replies (3) \| Respond to of 10072

FACTS: - ORB is shipping - ORB is cheap - ORB is fast - ORB has lowest cost / Mbyte (by far...) - ORB is current technology (years ahead of JAZ) RED HERRINGS: - Write verify QUESTIONS - Can Castlewood make money? - reliability not yet proven ASSESSMENT: Will have a material impact on JAZ and ZIP250 sales as long as castlewood survives. ORB blasts Iomega on all counts. OTHER: - LS-120 'winner' in APPLE market - LS-120 penetrating PC market. - Iomega barely makes money owning 87% of the market. - CLIK! (in it's current form) will make barely a dent This is what I see. Should be interesting to watch... kp

To: Cogito who wrote (8289)	3/15/1999 6:41:00 PM
From: D.J.Smyth	Read Replies (1) \| Respond to of 10072

Ken, Lucy. don't you find it odd that those short this stock, without question, come up with simple minded conclusions relative to IOM's future sales based on nothing more than probables? Yet, IOM's zips continue to gain market share, continue to increase monthly as to the number of zips sold, Jaz (with your "outdated" technology) continues to sell a significant number of drives/disks, IOM continues to develop new products for the market, and you and Lucy, although correct relative to share price this one quarter, have been wrong relative to IOM's overall sales growth for the last two years and so far this year? Ken's analysis of IOM is based on negative sentiment. There are no hard numbers supporting your data relative to future growth and/or earnings. Suppositions all. Those short have determined that most of the long holders of IOM have a low emotional threshhold. This isn't about hard sales, new product potential. This is an emotional quotient; your halloween mask looks scary, and most IOM longs prefer to trust the appearance of the short traders' mask rather than actual projected sales data of the analysts who've issued the buy recommendations.