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Non-Tech : Any info about Iomega (IOM)?
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To: Brian Heath who wrote (39696)12/13/1997 12:59:00 PM
From: Frank Drumond  Read Replies (3) of 58324
 
>IMO, the first time we see a major OEM announce the inclusion of the Sony drive in thier system, IOM is in trouble. What would be the signals ahead of an announcement? (I know, It may never happen)

HiFD vs. Zip

These are the points people should keep in mind on this issue.

1) Iomega has the most experience with the Fuji ATOM media.

2) Iomega has stated that they have had proto 200 MB drives for over a year.

3) The new Clik is twice the capacity of the original n.hand announcement. n.hand was spec'd as Zip compatible at the time therefore Clik represents at least a doubling of Zip capacity.

4) A high capacity 200+ MB drive that can read and write a 100 MB Zip disk would be more desirable than a floppy compatible drive.

5) Iomega will have an easier time selling a 200+ MB drive to their current OEMS than Sony will.

6) Iomega has already run through several generations of the Zip drive so they can bring better economies to the product than Sony can.

I doubt very much that Iomega has taken a "deer in the headlights" reaction to the Sony announcement. My guess is that by the time Clik ships that Iomega can *respond* to the the Sony HiFD.

Think about this. By mid '98 as many as 20 million Zip drives will have shipped (maybe more). Iomega has a great opportunity to launch the "super-sized" Zip at that time and not only continue and expand their OEM business but also address a HUGE upgrade market. KE is very sharp in this regard. Instead of playing the SyQuest "drive of the month club" approach to product marketing KE is waiting until the last possible moment to introduce the next generation drive. This was/is necessary to cement Zip as a standard.
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