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Non-Tech : Any info about Iomega (IOM)?

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To: vc21 who wrote (41606)12/28/1997 4:02:00 AM
From: Brendan2012  Read Replies (1) of 58324
 
10 1998 Hopes/Guesses

1. Nomai loses finally in court and/or the marketplace.

2. Major analyst coverage is initiated. What are they waiting for, anyway??

3. IOM earns >.75 for 1998.

4. Licensees start cranking out the Zip drives.

5. OEM Zip inclusion goes up from ~5% now to >15%.

6. Sony HiFud comes out in late 98 but fails like the LS120 due to its high price and little need for backward compatibility.

7. IOM stock goes above 27.5 (all time high, finally).

8. OEM Zip prices fall below $40. Retail Zip prices fall below $75. Why not include a Zip at these prices?

9. Iomega will have significant new products to show off in 1998 other than Clik! (IOM's spending plenty on R&D, and they seem pretty sharp)

10. Clik! introduced on time in both external and internal versions in digital cameras and other handheld devices.

Notice that I didn't include anything about Jaz. Right now I am just not very optimistic on the high-end for Iomega. Jaz will continue to do OK, but it's just not that important. IOM will have to get the price down though to remain competitive. There is more competition in the high end, and sharing of disks is somewhat less important so technologies change faster there. Syquest will, unfortunately, not go bankrupt and will remain an annoyance to Iomega's ventures into the high end.

Brendan
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