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


To: HardMoney who wrote (9362)4/23/1999 7:45:00 AM
From: Michael Coley  Read Replies (2) | Respond to of 10072
 
What gets me about the Q1 to Q2 comparison is this...

If Q1 was low due to supply constraints (which all seem to be resolved) and seasonality (which is usually improved in Q2), how could Q2 possibly be as bad as Q1? I just don't get it. I wish someone would have asked that in the conference call or at the annual meeting. Perhaps I'll call Tyler and ask it myself--although I don't suspect that I would get an answer to that one.

The only thing I can see in Q2 that didn't happen in Q1 is the initial marketing push for Clik!, which I think would be more effective AFTER they get some OEM's shipping devices. Oh, and the SyQuest purchase (which might take a one-time write-down?). And a one-time restructuring charge (but they were talking about operating results). And the sale of Ditto (which should be a positive).

- Michael Coley
- bible-reading.com