Any info about Iomega (IOM)? Message Board

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 : Any info about Iomega (IOM)?

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Rocky Reid who wrote (54009)	5/1/1998 2:29:00 PM
From: Bill Lin	of 58324

Why Teac is such a big force behind the Sony HiFD. Teac/Nec was supposed to sell 95 million 3.5" drives this year at $15 each. Thats about 1.4 billion US. They have to replace this revenue stream somehow. Hence Sony HiFD. IOM's solution should be to lower its license fees, and get Teac on board. Rocky is right about an all out marketing fight killing IOM's margins for Q4 and beyond. However, IOM and Sony are NOT stuck in a head-on collision. And I foresee Sony losing at least $50mm in the first year, trying to penetrate the IOM market. It will be tough for them. And if their entertainment unit doesn't do well this film year, then cash flow will be tough. Collaboration is so much easier. I suspected that all was not right with zip +. But i thought it was inventory related, not performance related. oh well. Probably a termination issue. Fortunately Symbios got bought out by Adaptec, so future SCSI chips will be workable. Still waiting for more bad news and a cheap buy-in price... BL (long term bullish, short term scared of market valuation)

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next