>>>>>>>Not in the majority of the PCs that are selling today. I estimated in October that ZIP has about a 3% penetration in the PC market.(based on total ZIP sales / number of PC sales)<<<<<<<
The key question to ask IMHO is not..."How many Pc's have a Zip Built in them this year?"....But rather...."how many PC owners have a Zip,internal or external?"
When those who have externals decide to trade up their PC system they will ask for an internal Zip....and OEMs will have to supply them.
Lets see out of 12,000,000 lets say 9,000,000 are external and lets say out of that 5,000,000 have yet to upgrade their system....that's a lot of PC's with Zip. But to continue to grow IOM must keep up its external sales high.The external teach the consumer that he/she will eventually need an OEM internal?
What will IOM have to do to accomplish this?
Well just as there are sub $1000 computers there will have to be IMHO, a sub $100 external Zip.....but guess what,...... there already is and the price...now off of MAP....will , IMHO drop to as low as $50. one day...a year out. It needs to first become the "cheap" peripheral before it can become the "cheep" standard in the "cheap" PC's of the future, which is a HUGE potential market.( People in the poorest sections of New York and other big cities and towns have a TV, but the don't have a computer ...eventually they will.
The PC market is moving towards a different section of the market IOM must follow it.
Zip is big and is used in 1 product ....a computer
.........imagine clik!...it could be used in dozens of products.
Just my thoughts,
Frank |
