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: D.J.Smyth who wrote (32049)	10/14/1997 10:30:00 PM
From: Steve Wiz	of 58324

Darrell Fuji news is disturbing. A piece I read on the bridge Fuji was basically saying they own the tech behind the Zip and Zip disks. They also went on to say how they pioneered the removable storage market with over 8 million zips sold. Their arrogance is absolutely astounding. This well may turn out to be Iomega's skeleton in the closet. They don't own the technology behind the Zip. In reality, nothing is stopping Fuji from liscensing this technology to Sony to produce Zip and Zip like media drives. Why liscense from Iomega, they can produce the next generation Zip 200mg without liscensing it from Iomega. Interesting article in IBD a few weeks ago. A pie chart of market share in the removable disk drive market. What was so interesting about the pie was that one company stood out with about 15%. Also, the company was the only American co with significant market share. With all of Iomega's success in the market, they are finally attracting the type of Monoliths like Sony and Fuji. Fuji and Sony couldn't just stand idle being so close to the supply/demand front. Fuji watching all those Zip disks fly off shelves and Gen X'ers asking Sony for Zip internals. What's so reflexive about Sony's plan is that they propose a captive regime with their new 200mb drive. They would I assume drop the Zip drive and replace it with their own ATOMM drive. Compaq proposed the same captive regime with their LS-120 drive. What they failed to pay attention to is REALITY. Other PC manufacturers would be loathe to incorporate a drive that Compaq was proposing. I suspect that PC manu. would also be slow in incorporating a captive drive from Sony. Althoug TEAC may be the silver bullet. I will leave with two thoughts, 1. The LS-120, Syquest EZflyer, Swan drives, Sony/Fuji, they will all fail. Why? They don't understand Generation X. Just ask IBM's pc division about this. 2. Problem? Could it be that Iomega doens't even own their own technology? Participants should find out whether Iomega's technology could be pulled out from underneath them. 3. What has caused Sony and Fuji to leap to a more confrontational situation with Iomega.Actually head-to-head Bracing for the Japanese Keritsu onslaught Steve

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next