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

To: David Colvin who wrote (8814)	4/7/1999 2:57:00 PM
From: s. bateh	Read Replies (2) \| Respond to of 10072

over 1500 of cliks and disks out the door at ingram!!!!!! thats 10pks, drives, and 4pks.....

To: David Colvin who wrote (8814)	4/10/1999 11:18:00 AM
From: David Colvin	Read Replies (1) \| Respond to of 10072

From the AOL Motley Fool board...an interesting outlook on Iomega, along with a couple of responses. Subject: Look out 2 or 3 years Date: 4/9/99 10:07 PM Central Daylight Time From: MrIM4noles In my opinion, if one were to look at what has happened in the last 2 or three years and then look out in front another 2 or 3 years, one could see a pretty bright opportunity for IOMEGA. In the last couple of years, the internet and PC sales have exploded. Grandma's and Grandpa's alike are now surfing the internet and it's only going to get better. Internet speeds will be much faster, and more files will be sent and saved than ever before. Digital cameras will be faster and more affordable to the average person. Hopefully Clik! can reap some benefits there. Pictures will be sent more frequently and with faster connections (ISDN, Broadband-up to 50x faster), even mini video clips can be sent to relatives, associates etc. I just bought the Buzz multimedia producer and I love it. The only problem is the internet at it's current slow speeds. It took me 20 minutes to upload a 4 MB MPG(video file) that when played was only 30 seconds long. Will I send video clips to my friends and family as greetings and stuff, you bet. If the internet were faster, I would send larger files and more often. The technology is there now but it won't reach mainstream America for another couple of years. And just where would Grandma store those precious pictures and video clips?? She may have 4 or so choices. Floppy..not!! Too small. CDR or CDRW...maybe depending on the price of the drives, not to mention that it is much slower than Zip. DVD, maybe but still cost is unknown and is much more $ today than zip and most likely always will be. I say ZIP will be the popular choice and here is why: I believe that in the next 2 or 3 years that unless you have a 400 MHz or higher, you will be using hardware that is unable to run some applications and take full advantage of the technological advances. Meanwhile, many people continue to use the current computers and do OK. Save a file here and there, on your zip if you are smart. Look out in 2 or 3 years, and I would bet that I will be wanting some Pentium VII that clocks at 1200 MHz. Why will I want it? Well let's see: I can call my friends and family and see them at the same time they see me. Not some herky jerky stuff that is out there now. The real deal. Maybe I will go over to my computer and pick out a movie to rent....clik......wait a couple of minutes and bingo. No more trips to blockbuster video. Send Grandma a clip of Jr's first steps. No problem, just click and send (more than 30 seconds worth too). Get the idea? As computers get faster and hard drives increase, so will application files. It's the nature of the beast. I believe that these events will lead to a major upgrade cycle in the next 2 or 3 years. A 233 MMX just won't cut it. So, what does the average user want to do once he/she or gets that new computer? Move those files over to their computer. Well, if you are moving, you can choose between a little U-Haul trailer(Floppy)or a Semi-tractor trailer(Zip or some other high capacity media) depending on your needs. I believe that most people will buy some type of high capacity storage device to make this transition if they don't have one in their old computer. I also believe that the logical choice would be an external drive, one that is popular, and one that is fairly inexpensive. This drive would also likely be a standard configuration or a readily available upgrade option by most all manufacturers. Some may argue that hard drives will be so big you won't need removable storage. I guess that may be true if there can be guarantees that hard drives will never crash. After all, who wants to put family photos and videos on their hard drive and lose everything because it crashed. I know there is lots more stuff that people store and don't want to risk losing but I think my point is made. One other point that people will consider is the company who manufactures the end product. Just ask an Avatar or Syquest user how frustrating at times it can be when your drive has problems and you have no one there to help you. I know some people may disagree with my view. That's fine by me. But I see technology moving fast, internet speeds drastically increasing, files getting larger, scanners getting faster, digital cameras getting better quality as well as cheaper. Every day that goes by, the average user learns more about computers. The more they learn, the more they do on their computer. The more they do on their computer, the greater their need to store their stuff. Sounds like a lot of potential to me :). RonSubject: Re: Look out 2 or 3 years Date: 4/9/99 11:31 PM Central Daylight Time From: BB MD Ron, The trouble is, 2 or 3 years ago many of us had these exact same thoughts. We figured in 2 or 3 years, all of these issues you mentioned would apply and we'd all be rich from our investment in Iomega. ...so I guess we'll have to look out another 2 or 3 years....and read this board, day after day after day in the meantime. One other point that I find interesting. Everybody likes to include the example of sending their grandmothers pictures of the kids through the internet, or being able to talk and see dear ol' grandma through the computer. It's mentioned everywhere...the importance and usefulness of bandwidth (or storage). Billions and billions of dollars are being spent building up the internet, increasing the bandwidth. I'm guessing here, but perhaps the total market cap of companies dedicated to increasing bandwidth on the internet is well over a trillion dollars!! And the example these companies like to use to justify all this technology always seems to involve pictures of kids being sent to grandmothers. Subject: Re: Look out 2 or 3 years Date: 4/10/99 12:26 AM Central Daylight Time From: Duuwhee >Everybody likes to include the example of sending their grandmothers pictures of the kids through the internet, or being able to talk and see dear ol' grandma through the computer.> I finally figured it out... IOM will be worth something when I am the grandpa... I'll be computer literate and able to store the photos... penniless, and an investment laughing stock to be sure, but I'll be able to work a Zip. Editorial comment: This guy is pretty witty and can really be a scream at times. Dave

To: David Colvin who wrote (8814)	4/12/1999 7:46:00 AM
From: David Colvin	Read Replies (3) \| Respond to of 10072

Updated to include Ken's final no BS, no hedging, "letting it all hang out", measurable to predictions for 1999 and 2000. 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) 363 381 398 501 1,643 383 432 466 560 1,841 Gross Margin % 23% 24% 24% 31% 26% 26% 27% 33% SG&A % 20% 20% 20% 16% 19% 17% 17% 15% Net Margin $(m) (5.6)(2.8)(2.8)20.3 9.1 2.9 5.8 8.7 29.7 47.1 Net Margin % -1.5%-0.7%-0.7% 4.0% 0.6% 0.8% 1.3% 1.9% 5.3% 2.6% Net EPS $ -.02 -.01 -.01 .07 .03 .01 .02 .03 .10 .16 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 Again, I "backed into" Ken's net earnings dollars and percentages based on the EPS he posted, and based on a guess of the number of shares outstanding. Dave