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

To: Michael Coley who wrote (8428)	3/20/1999 1:57:00 PM
From: David Colvin	Read Replies (1) \| Respond to of 10072

Michael, Thanks a lot for the link. I have bookmarked it. Dave

To: Michael Coley who wrote (8428)	3/20/1999 4:27:00 PM
From: Ken Pomaranski	Read Replies (5) \| Respond to of 10072

Excellent! Some comments: - Elasticity of demand year / year is less than 1:1. (As average ASP drops, unit sales don't increase enough to compensate, dropping drive revenues.) This concerns me. - Jaz REALLY saved their behinds last quarter. Amazing... - Disk revenue was amazing in Q4. Very strong. My question: If all the margins are in the disks, why is year over year earnings down 50%? If it really is 'it's the disks, stupid', then what is the money sink? kp