Any info about Iomega (IOM)? Message Board

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

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To: Jeff Hayden who wrote (8067)	10/1/1996 11:43:00 AM
From: Ken Pomaranski	of 58324

Hi Jeff, You said: >> Ken, I should think that DVD and Jaz are highly complementary. Jaz drives, stacked as a RAID (Random Array of Inexpensive Disks - or something like that), as well as high density hard drives stacked as a RAID are being used used now in the movie industry to store movies as digital. You are exactly correct. I'll just extend that point by saying that Jaz is a point product, used for very specific applications. Those that think that 'Jaz will take over the world' are sadly mistaken. The high end mass market will be DVD.. Jaz does fill a market niche.. but how big is this niche? And again, I pose the question... Where is the revenue contibution from Jaz?? Q2 should have been a full Jaz quarter along with Q3.. Q3 has lower revenue estimates than Q2.. If Jaz is contributing, what is happening to ZIP demand? remember: Q1 = ZIP + no Jazz = revs of 243 million Q2 = ZIP + Jaz = revs of ~290 million Q3 = ZIP + JAZ = ~253 million revenue. Q3 ~= Q1, and Q3 has Jaz revenue! I don't think this product is taking off in the short term... kp

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