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Non-Tech : Any info about Iomega (IOM)?
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To: FuzzFace who wrote (23617)5/29/1997 9:41:00 AM
From: Bill Fischofer   of 58324
 
Where Jaz fits in

I think you've sorely misjudged the importance of Jaz. First, multi-gigabyte hard drives have only been shipping in volume for a few months. There are untold millions of PCs out there for which 1Gb is a huge boost to their installed disk capacity. Another price reduction or two and Jaz sill start climbing the same mass-market curve that Zip has been on for the past two years. Once Zip is the standard floppy replacement I'm sure IOM won't rest until every new PC includes both an internal Zip and an internal Jaz drive.

Jaz is the key to the "sealed PC". Think consumer, not engineer here. The vast majority of PC owners regard installing a new hard drive with the same enthusiasm you'd likely muster for the notion of pulling and replacing your car's engine. With Jaz, adding additional hard drive space is as simple as putting a new tape in a VCR and once the right price points are hit will be universally accepted.

When Jaz was originally introduced, IOM stated that it would eventually reach 5Gb per cartridge. The explosion in digital media means that there is a huge market for Jaz today and a gigantic market unfolding for it over the next few years in fields such as CAD/CAM, audio and video production and edit, etc. Note that Jaz is now being included standard in Micron's new line of NT engineering workstations and is an option in Dell's line as well. HMTT supplies hard drive platter and I've watched IOM grow from nil to 14% of HMTT's sales in the most recent quarter. Watch that ratio and it will tell you how important Jaz is becoming to both company's business.

IOM and SYQT are no longer in the same business. IOM owns the consumer space and SYQT is still in an iron lung. If you own both take consolation in the fact that your IOM profits will more than offset your SYQT writeoffs in the years ahead.
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