Investors Business Daily article: Not a bad article.
Article says, CD-R will cost $500 by year end.
Great!! Duncan, do you really think a $500 dollar product can compete with a $99 or even a $200 zip? (A write once technology that at present writes at 1/3 the speed of the zip). $7.00 a pop and you can only fill up the disk once!! Is someone making a joke here?
Big players betting on CD-R, CD-E and DVD?
CDR, I already talked about above.
CD-E, they say it MAY be out this year. Zip will ship 5 to 8 million units this year, and approx 25% of all of Micron's computers are shipping with a zip. Other OEMs lined up and more coming: see this weeks Computer Retail Week web site.
DVD recordable is coming in 98. This time frame is ages in computer time. Zip acceptance is proceeding much faster than CD-Rom acceptance did, by the time 98 comes around, your kids will be asking, what was a floppy dad?
Joe Gersch, hardly an impartial observer.
>>At the end of the article Iomega is recognized and brushed off as a serious competitor to this technology in the consumer marketplace.
<< What they do say is that "few media have the cachet of CD's". Whatever that means.
Lastly, according to an earlier IBD article, the first of the LS-120, EZ-135, swan vaporware, or zip to get three of the top ten of the major PC manufacturers as OEM's winis the floppy battle, wins. Zip has done it. LS120 DOA, Syquest in it's last Nasdaq Delisting Gasp, CD-R slow and expensive, and in it's current for, too big to fit in my pocket. Swan vaporware still vapor and too late, too too too late. These competitors are like someone who comes to race at the indy 500 an hour after the race starts, wanting to drive their father's oldsmobile; or in the case of swan, wanting to run around the track without a car; in the case of Syquest they want to race without gas, they don't have money for it. They just don't have a chance, not a cockroaches chance, in a cheap motel room, in the old west, when one of the bad guys is cleaning his six shooter and sees him on the wall. Not even a drunk cowboy could miss.
The stock price will grow slower from here, maybe it will only double in a year.
Ken Long on iomg,
and a few August calls just to keep me on my toes.
What do I expect? A nice spike maybe next week with the IBM Aptiva official announcement, and during the NYC show.
Repost of iomg facts
>>Subj: TRUTH IS MIGHTY & PREVAILS!
Date: 96-06-08 11:11:28 EDT
From: MANREAL308
1.MAJOR Wall St.investment houses buy IOMG's DISCOUNT secondary stock
offering.
2.$182,000,000 raised by IOMG's DISCOUNT secondary stock offering.
3.HAMBRECHT & QUIST LLC. an IOMG secondary stock offering partner.
4.J.P.MORGAN an IOMG secondary stock offering partner.
5.J.P.MORGAN will begin TRACKING IOMG and offer RESEARCH.
6.WELL's FARGO BANK an IOMG financial partner.
7.CABOT's STOCK NEWS: IOMEGA is a STRONG BUY.
8.WORTH Magazine IOMEGA is a DEFINITE BUY.
9.MF CHIRO's IOMEGA Financial Projections - SEE: 6-6-96 AOL Message File
#87.
10.VALUE LINE continue's IOMG #1 TECHNICAL RANK.
11.VALUE LINE upgrades IOMEGA's PERFORMANCE RANK #3 to #2.
12.LOUIS NAVELLIER repeats IOMEGA is STRONG BUY.
13.SAXENA's GROWTH STOCK REPORT ranks IOMEGA #1.
14.EMERALD RESEARCH repeats IOMG a DEFINITE BUY.
15.HD BROUS repeats IOMG a DEFINITE BUY.
16.Business Week: Iomega #889 of AMERICAN 1000 MOST VALUABLE COMPANIES.
17.JUNE Cover PC Magazine IOMEGA JAZ & a Pentium Personal Computer (PC).
18.JUNE 3, 1996 Information Week: BEAR STERN's & Co. MAJOR Wall St.
investment house
selects 1 gigabyte IOMG JAZ DRIVES for over 100 Financial Analyst's Pentium
PC's
19.PC Computing: IOMG PRODUCTs earns most VALUABLE PRODUCT AWARD!
20.Consumer Reports: IOMG PRODUCTs earns QUALITY PRODUCT SEAL!
21.BYTE Magazine: IOMG PRODUCTs earns READER's CHOICE AWARD!
22.CMP Windows: IOMG earns HARDWARE of the YEAR AWARD!
23.WINDOWS Magazine: IOMG earns HARDWARE PRODUCT AWARD!
24.GLOBAL? GLOBAL? IOMEGA OPENS ASIA-PACIFIC RIM operations in SINGAPORE.
25.IOMEGA road show:TAIWAN's Computex.
26.TAIWAN's ACER Computer/Acer USA sign OEM GLOBAL pact with IOMEGA!
27.TAIWAN's MEGAMEDIA Computer sign OEM pact with IOMEGA!
28.JAPAN's SONY sign OEM GLOBAL pact with IOMEGA!
29.JAPAN's FUJI sign OEM GLOBAL pact with IOMEGA!
30.JAPAN's MAXELL sign OEM GLOBAL pact with IOMEGA!
31.JAPAN's SEIKO EPSON sign OEM GLOBAL pact with IOMEGA!
32.PACKARD BELL sign OEM GLOBAL pact with IOMEGA!
33.JAPAN's NEC & PACKARD BELL MERGE. JAPAN's NEC manufactures ZEINTH
Computers!
34.INDIA's TVS ELECTRONICS sign OEM GLOBAL pact with IOMEGA!
35.GLOBAL? GLOBAL? YES, IOMEGA OPENS EUROPEAN operations in GERMANY.
36.BELGIUM's GLOBALLY RENOWN, SENTINEL,NV is GLOBAL MANUFACTURING product
pact with IOMEGA.
37.GERMANY's ESCOMB Computing sign OEM EUROPEAN pact with IOMEGA.
38.USA's READ-RITE sign GLOBAL MANUFATURING product pact with IOMEGA
39..USA's PACIFIC Microelectronics sign IOMEGA product pact.
40.USA's REVEAL sign OEM product pact with IOMEGA.
41.USA's ROLAND,GLOBAL MUSIC INSTRUMENT MAKER sign OEM product pact with
IOMG.
42.USA's PIPELINE COMMUNICATIONS sign OEM product pact with IOMEGA.
43.USA's INTELLIQUEST merges with PIPELINECOMMUNICATIONS.
44.USA's CHEYENNE Computer Software sign OEM product pact with IOMEGA.
45.USA's BANDAI DIGITAL ENTERTAINMENT sign OEM product pact with IOMEGA.
46.USA's AMERIDATA sign OEM product pact with IOMEGA.
47.USA's MICRON Computer sign OEM GLOBAL product pact with IOMEGA.
48.USA's BTG sign OEM product pact with IOMEGA.
49.USA's MOTOROLA sign OEM product pact with IOMEGA.
50.USA's HEWLETT PACKARD sign OEM product pact with IOMEGA.
51.USA's POWER Computer sign OEM producta pact with IOMEGA.
52.USA's QUANTEX sign OEM product pact with IOMEGA.
53.USA's HMT Technology sign GLOBAL MANUFACTURING product pact with IOMEGA.
54.USA's IMP sign GLOBAL MANUFACTURING product pact with IOMEGA.
55.USA's SIR SPEEDY PRINTING sign product pact with IOMEGA.
56.IOMEGA's NEXT ROAD SHOW: NY CITY's Global PC Expo, June 17-20, Javits
Center.
57.IOMEGA in:Newsweek,Money,Fortune,IBD,The WSJ,Chicago Tribune,WCBS RADIO,NY
Times,NY Post,LA&London Times,Computer Life, Computer Retail Week,Britain's
MacWorld,MacWorld,Gentleman's Quarterly,Information Week, PC Computing,PC
Mag.,Home Office Computing,Bloomberg's 24Internet,Silicon Investor: STOCKTALK
Internet,WWW,CNBC&SqwaukB,CNN Financial Internet,Business/PR, AP&UPI Wires,
AOL & Prodigy,Barron's,Knight Ridder,Reuter's, etc. God Bless << |
