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To: isdsms who wrote (6097)	1/19/1999 1:13:00 AM
From: Bobo Bear	Read Replies (2) of 10072

>>With competition all but out of the way I agree SNE, IMN and SYQT pose no current threat to IOM. But what about the CD-RW folks? Are they just standing still? Its been a while since a new CD-RW drive hit the market. I did see a Rihco CD-RW drive available at CompUSA for $400. It wrote to CD-RW media at 4x speed. If it was selling for $200 I would have brought it to replace my Zip drive I use for backup purposes. I wonder what IOM plans are to combat CD-RW drives when the price drops to consumer levels. Kim Edwards did a lot of market research that showed $200 was a good price point to generate consumer buying. CD-RW drives are not that far away. It seems to me HWP is a very large threat to IOM. Now, isn't that an interesting thought? To bad HWP does not tell the world 6 months in advance of what they are designing in their labs. They have a lot of bright engineers and its been a while since their last CD-RW product release. Could HWP or other companies be working on a $200 CD-RW drive? Regular posters on this trend seem to be claiming victory. So I thought I would bring out a little FUD to get people heads out of the cloud. IOM still has a lot of competition.

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