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Non-Tech : Any info about Iomega (IOM)?

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To: Guy Gordon who wrote (8046)9/30/1996 7:40:00 PM
From: Patrick Keeler   of 58324
 
>>>
1. Iomega cannot supply them with internal IDE Zip drives in the 4th Quarter. All of
those announced Zip OEMs from this summer are slated to start shipping in Q4. They
would have shipped sooner (i.e. in timer for Xmas) if they could. Compaq will have to
wait in line, so why announce now?
<<<

The companies that sell in stores need a quarter or more to crank out the units to send to CompUSA or C.City. Dell and Gateway are just in time manufacturers like Micron. They would not need as big a lead time to offer IDE Zips as an option. They also have bigger operations than Micron and would find it more important that Iomega can supply them continuously.

With the licensing of Matsushita, the plant building of Sentinel, the announcement today of Intel, TI, Motorola putting capacity behind Zip components, what more can they want? I think everything is in place for Gateway and Dell to commit to Zip drives. Micron came on board during Thanksgiving, look for a Dell or Gateway announcement then.

Compaq might just get Zips from Matsushita. Then losing the LS-120 business would be a wash since Mat. would pick up the Zip business. You don't want to piss off Matsushita... ;)

Patrick Keeler
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