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

To: David Colvin who wrote (8793)	4/6/1999 5:13:00 PM
From: Ken Pomaranski	Read Replies (1) \| Respond to of 10072

Thanks for posting the comparisons! I notice that you and I are nearly the same in revenues, but have different opinions as to the obtainable margins in this business.. Mike has revenues flying through the roof.. ;) kp

To: David Colvin who wrote (8793)	4/6/1999 11:19:00 PM
From: Barney Dunn	Read Replies (2) \| Respond to of 10072

well david you are missing 1 important thing in your model 1.although you mention new products -you don't take into account the next generation jaz drive that is going to be released end of second quarter of 1999. this is going to really boost revenues in second half of year and probably kill any competition left

To: David Colvin who wrote (8793)	4/7/1999 1:30:00 PM
From: David Colvin	Read Replies (3) \| Respond to of 10072

Here is an update to the previously posted table. It now reflects Rocky's Q1 and Q2 1999 recent revenue and earnings predictions. Q199 Q299 Q399 Q499 Total Q100 Q200 Q300 Q400 Total Michael:....... ---- ---- ---- ---- ----- ---- ---- ---- ---- ----- Revenue $(m) 402 469 519 629 2,019 Gross Margin % 25% 27% 29% 28% 28% SG&A % 19% Net Margin $(m) 1.0 17.4 29.2 38.4 86.0 Net Margin % 0.3% 3.7% 5.6% 6.1% 4.3% Net EPS $ .00 .06 .10 .14 .31 Q199 Q299 Q399 Q499 Total Q100 Q200 Q300 Q400 Total Ken:....... ---- ---- ---- ---- ----- ---- ---- ---- ---- ----- Revenue $(m) 367 388 392 552 1,699 431 507 560 702 2,200 Gross Margin % 23% 24% 24% 31% 26% 26% 27% 33% SG&A % 20% 20% 20% 16% 19% 17% 17% 14% Net Margin $(m) (5.6)(2.8)(2.8)26.0 14.8 2.9 8.7 11.6 44.6 67.8 Net Margin % -1.5%-0.7%-0.7% 4.7% 0.9% 0.6% 1.7% 2.1% 6.4% 3.1% Net EPS $ -.02 -.01 -.01 .09 .05 .01 .03 .04 .15 .23 Q199 Q299 Q399 Q499 Total Q100 Q200 Q300 Q400 Total Dave:....... ---- ---- ---- ---- ----- ---- ---- ---- ---- ----- Revenue $(m) 371 412 445 563 1,791 439 453 489 619 2,000 Gross Margin % SG&A % Net Margin $(m) 0.0 19.8 25.3 36.0 81.1 28.1 29.9 34.7 41.5 134.2 Net Margin % 0.0% 4.8% 5.7% 6.4% 4.5% 6.4% 6.6% 7.1% 6.7% 6.7% Net EPS $ .00 .07 .09 .13 .29 .10 .10 .12 .14 .46 Q199 Q299 Q399 Q499 Total Q100 Q200 Q300 Q400 Total Rocky:...... ---- ---- ---- ---- ----- ---- ---- ---- ---- ----- Revenue $(m) 375 365 Gross Margin % SG&A % Net Margin $(m) 0.0 (5.6) Net Margin % 0.0%-1.5% Net EPS $ .00 -.02 Like with Ken's numbers I, again, I took the liberty of "backing" into Rocky's net earnings dollars and percentages based on the EPS numbers he posted. Dave