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Non-Tech : Any info about Iomega (IOM)?
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To: Bearded One who wrote (39618)12/12/1997 6:28:00 PM
From: Ken Pomaranski  Read Replies (4) of 58324
 
Bearded one:

Valid concerns you raise! Let me give my view on each of them (and
thanks.. You are the only bear here who posts 'real' stuff anymore.):

(1) TIE RATIOS:

I agree. Tie ratios will decrease as the market shifts towards more
OEM drives and the market matures. I have always said this,
and this has always concerned me. AND YES, this will result in lower overall gross margins over time. BUT, you cannot ignore the fact that
the number of drives sold is still accelerating, and that for the
first time in history Iomega has no capacity constraints. I think
that this will be enough to compensate for the lower gross margins,
which are natural as a product matures...

(2) SYQUEST:

Their product is good... But the company won't be around long enough
to bring it to fruition. If this product came from some other vendor..

Also, Syquest sales and Iomega sales are not even close to the same
league. We are talking a couple thousand syjunk products per month
to a million ZIPS per month. Who cares..

When I see a product that matters AND THEY HAVE THE RESOURCES to
pull it off, then I'll worry. For now, Iomega has a 2 1/2 year lead
on everybody.

FLOPPY REPLACEMENT:

The floppy has already been replaced. no one cares about backwards
compatibility. If they did, the LS-120 would have unseated Iomega.
Floppies have been replaced by a combination of about ten things.

ahh.. I have to go... I'll post some more later..

Good luck!

kp
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