>>1. How will this Naomi lawsuit turn out?<<
Does it matter really? Nomai is too small to affect Iomega, and Iomega can alter the drives to make the Nomai disks not work (like in the notebook Zip).
>>2. Flattening after market sales.<<
Not in Q4. We'll see how things are in Q1, though. Too early to be able to say this with any certainty.
>>3. Tie ratios decreasing (glut of ZIP disks out there)<<
This should improve in Q1. Long term, I would expect tie ratios to slowly increase because of the larger installed base.
>>4. 2 1/2 years of component problems.<<
Supposedly gone now, at least for Zip? Don't forget the problems getting new products out the door. Yeah, this is a problem, but delays are not uncommon in this business. They need to fix this soon by shipping Buz and Jaz2.
>>5. What the heck is this huge build up of inventories?<<
Wasn't that mostly unfinished goods inventory? There was an increase in Jaz inventory, but I do think some of that can be attributed to people waiting for Jaz2. Of course, I do think SparQ had some impact on Jaz inventories in Q4.
>>7. Clik! <- no OEM support, no power specs given. <<
Do you really expect OEM's to announce products with it so far in advance? It would take away from current sales. Also, Iomega is just shipping prototypes this quarter. Have patience.
>>8. Sony dumping drives in Q2/Q3<<
Pure speculation.
>>9. where will the 100M come from?<<
Increased sales due to the ads. I assume Iomega thinks the ads in Q4 had some positive impact, so they think more ads now will help too.
>>10. Jaz vs. Syquest vs. Castlewood, etc...<<
Yep, I wonder what's going to happen here. I would expect a move by IOM at some point. If not, IOM will slowly lose this market.
>>11. Zip laptop, continuing delays<<
They really should be doing better here!
>>14. Early Adopter saturation<<
Now it's time to get into more boxes then!
Brendan |
