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

To: Ken Pomaranski who wrote (8764)	4/4/1999 10:42:00 PM
From: Barney Dunn	Read Replies (1) \| Respond to of 10072

your model is fatally flawed you didn't take into account iomega releasing a next generation jaz drive end of second quarter 99

To: Ken Pomaranski who wrote (8764)	4/5/1999 2:01:00 AM
From: David Colvin	Read Replies (2) \| Respond to of 10072

Ken, Congratulations on getting your predictions posted this weekend. Michael Coley, you and I have somewhat different ideas about 1999 revenues with dramatically conflicting (percentage wise) ideas in the area of net earnings. Also, you and I are at different ends of the spectrum for 2000 (as you know, Michael didn't post any predictions for 2000). I'll probably have my stuff posted for both 1999 and 2000 sometime tomorrow, along with a summary of all our predictions shown side by side for comparison purposes. It will be quite interesting then to see how things actually play out. Dave

To: Ken Pomaranski who wrote (8764)	4/5/1999 12:19:00 PM
From: David Colvin	Read Replies (2) \| Respond to of 10072

Ken, You said: ASSUMPTIONS ----------- 1. CLIK! gets to 2m units by Q4 2000, or 10%!! of the digital cam market. This is generous! 2. ZIP selling 5m units / quarter by Q4 2000. 3. Revenues are substantially generated from JAZ, CLIK!, and ZIP products. Any 'new' product is not far enough in the design cycle to have impact on 1999/2000 revenues / earnings. 4. Clik is gone by Q3 1999. (adds revs, but drags GM) 5. No large marketing campaign. Or, it is a closed loop system. (This has been proven in the past). I'm puzzled.....first you say in 1. that Clik! gets to 2m units by Q4 2000, then in 4. you turn around and say Clik! is gone by Q3 1999? What am I missing here? Dave