Any info about Iomega (IOM)? Message Board

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

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To: Gary Wisdom who wrote (48450)	2/21/1998 1:09:00 AM
From: Andrew Shih	Read Replies (1) of 58324

I also buried my Feb calls. Over the last few days, I have been pondering whether to just dump the rest of my Iomega position...here are some random thoughts. 1) Current price is based on fear...Sony, Nomai, lawsuits, etc. 2) Retail sales growth slowing noticeably. OEM sales still powerful. Will probably see 60-70% OEM Zip sales soon. With OEM sales, Iomega makes less revenue & profit, but every drive sold increases the wall Sony needs to climb. 3) Sony HiFD announcement back in October obviously used to just create FUD while continuing R&D. 4) Many of Dell's system's include ZIP. (Forthcoming standard?) If Iomega can drop the price a bit more and create a Dell standard, the game is over for Sony. (1/10 chance perhaps.) 5) Clik! I give it a 1 in 5 chance of taking off like ZIP. Just need the first OEM camera inclusion and the battle with Flash begins. 'Nite all -Andrew

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