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Non-Tech : Iomega - A Civil Discussion

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To: Michael Mostov who wrote (1758)6/19/1997 5:59:00 PM
From: John P. Henrie   of 1908
 
RE: Avatar Shark

I think that one important question has not been addressed yet. When discussing marketshare, one needs to consider price. Various price points give various levels of potential market penetration. Shark looks interesting, how will its price affect market penetration. Zip is a aggresively priced, low-end disk storage device. I can find numerous examples of faster,larger drives. They can and will take those customers wanting the fastest, largest drives at any expense. Those idividuals will likely have a zip too, for compatibility with the mass market who seems more focused on price and, fortunantly, the Zip.

Just my opinion.

John

P.S. Rocky looks like the "20 point spot in a game to 21" is fadding away. IOM was at $15 when I said it would hit $30 before it would hit $13. Did you short again at $21, $22, $23? Doubling or tripling down can hurt sometimes. Good luck.
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