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

To: David Colvin who wrote (8944)	4/12/1999 8:43:00 AM
From: s. bateh	Read Replies (2) \| Respond to of 10072

Update: ALL READ THE DELL NEWS! THIS MORNING...OVER 40% OF ALL DELL PC'S GO WITH ZIP AND THEY ARE THE FIRST TO OFFER THE ZIP250 AS I REPORTED LAST WEEK!!!!!! SWEET HIGH MARGIN ZIP250!!!!!! GOOD LUCK ALL

To: David Colvin who wrote (8944)	4/12/1999 10:49:00 AM
From: David Colvin	Read Replies (1) \| Respond to of 10072

From the Motley Fool AOL board....the latest estimates from Zacks. Subject: Zack's Estimates Date: 4/11/99 6:51 PM Central Daylight Time From: DickM71179 From DickM, I haven't heard any "whisper numbers," but never pay too much attention to them anyway, although the silence this Q on IOM is almost eerie. The only value 'whisper numbers' have in any case is to drive up (or down) the stock price before the official number are out. Great for speculators. A matter of indifference for investors. Nevertheless, I will share Zack's estimates for the next two quarters and also the next two fiscal years, only because so many posts have asked about estimates. 1st Q 2nd Q 1999 total 2000 total 1999 0.00 0.07 0.29 0.37 1998 -0.07 -0.13 -0.15 These estimates are the median of three analyst's including SSB and Emerald. Emerald has just dropped their rating on IOM from "Buy" to "Hold" and the other two have "Strong Buy" recommendations, so the average of these three is solidly optimistic. I have zero hard data and even less "inside" information except what I see in the computer and discount stores, plus what I read here and elsewhere, and what I know from owning a couple of Zips. I'll stick by my previously estimated +0.03 for the quarter, and I agree with the estimates for the year of about +0.30. Reasons: Zip 100 remains stronger than I would have guessed. Zip 250 appears to be getting off to a good start, now that production is catching up. CDR-W is not replacing Jaz as fast as I thought might be the case replacement, and Clik! can only be a plus, if IOM makes the right alliances and gets some marketing. Net, I'm cautiously optimistic, but don't buy IOM for your grandmother! (Buy her a Zip instead!) DickM Comment: All bets are placed and Thursday after the bell is showtime! May the best prognosticator win....whoever it is. Dave

To: David Colvin who wrote (8944)	4/15/1999 6:55:00 PM
From: David Colvin	Read Replies (2) \| Respond to of 10072

And the winners for Q1 9999 are (see below): 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 Q199 Q299 Q399 Q499 Total Q100 Q200 Q300 Q400 Total Actuals:....... ---- ---- ---- ---- ----- ---- ---- ---- ---- ----- Revenue $(m) 386 Winner(s) R Gross Margin $ (m) 94 Gross Margin % 24.4% Winner(s) M SG&A $ (m) 70 SG&A % 18.1% Winner(s) M Net Margin $(m) 0.6 Winner(s) M Net Margin % 0.0 Winner(s) M Net EPS $ .00 Winner(s) M Dave = D Ken = K Michael = M Rocky = R Note: Michael was shown as the winner in the Net Margin % and Net EPS $ categories because he was closer to actual Q1 1999 net earnings, which were $569 thousand vs. his estimate of $1 million, while both Rocky and I estimated exactly zero net earnings for the quarter. Dave