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

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To: Andrew Shih who wrote (47921)2/15/1998 2:38:00 PM
From: Andrew Shih  Read Replies (1) of 58324
 
Worst Case Scenario:

What's the worst that can possibly happen to Iomega in the upcoming
year?

Nomai selling Zip disks.
HiFD gaining market acceptance.
Clik! dead in the water.
SyQuest still dumping drives.
Jaz sales flat to declining.
Zip growth stalled at retail.

If all this happens, IOM's stock price could drop as low as
$5-6. I can't really see this happening. At $9, I see the downside
risk as about $8 or so. The largest risks I see at the moment are
the slowing growth of Zip sales at retail, the tie-ratio of Zip
disks, and the possible still-birth of Clik.

I see Clik as an all or none proposition. If it can be integrated
at a cost of $100 into one of the more popular cameras, it has a
fair chance at success. My biggest question is how the clik disk
data will be transferred to the computer? USB, serial, parallel port?

-Andrew
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