Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: David Colvin who wrote (9207)	4/18/1999 2:45:00 PM
From: Rocky Reid	Read Replies (3) \| Respond to of 10072

VectorVest Rates IOM a strong SELL vectorvest.com VectorVest.Com has wisely rated IOM a SELL at this point. This report on IOM is one of the best I've ever seen, and points to awful truths that a lot of Iomaniacs refuse to see. VectorVest's fair value for IOM stock right now is $3.60. The Market will soon most assuredly also value IOM fairly at $3.60.

To: David Colvin who wrote (9207)	4/18/1999 3:48:00 PM
From: Reseller	Read Replies (3) \| Respond to of 10072

Dave, Thanks for your contributions A couple of comments about the last conference and follow up calls. The expectation of the Clik! income is 10% of their total revenue for the year,an mp3 unit with an AGFA camera will not generate that kind of income in 6 months. The total income between Michael's, Dave's and Ken's estimates are between 1.699 to 2.019 billion in sales, I doubt that any had factored in 170 to 200 million in sales for Clik!. The reason why I bring this up is that I believe this management is fairly conservative, ( like on the ultra side ), and don't believe that they would have made that kind of statement without having the commitments from major OEMs in hand. Could be the reason why Fuji announced the decision to brand Clik! disks. The margin on Zip 250 is positive to the OEMs and they expected a sales ratio shift between Zip 100 and 250 from 10/90 to a 50/50 range, margins look to be improving. The recent retail price reductions of the Zip 100 were paid for and offset by cost savings. Regards Reseller