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Non-Tech : IOMG - Clear Winner

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To: Aaron To who wrote (22)	9/13/1996 5:50:00 PM
From: Trakker	of 129

Aaron, Time will tell, but take a look at the DataQuest report that's been posted on the main thread. This information remains very consistent with what IDC reported almost two years ago. At that time, IDC saw the potential of this category and determined that Zip would become the high volume leader in this emerging category. They have a clear path with no real competitive threat to overcome -- at least for 6-9 months. IMO if some of these competitors don't have product on the shelf/in the bays before November 15, the war is over -- they will have allowed IOMG to have two holiday buying season in a row virtually to themselves. Back to the DataQuest report, if you look at the projected installed base numbers over the coming years, factor in IOMG's first to market share that they have/will capture, and the tie ratio averages for each of those drives sold (conservate side 8:1 for Zip, 3:1 for Jaz) -- I would think that the share price could get higher than $55, or another IOMG type company could come along and wipe it all out. My bet is on IOMG, the management team and the products they have and will develop.

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