Any info about Iomega (IOM)? Message Board

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

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To: Andrew Shih who wrote (48520)	2/22/1998 3:45:00 AM
From: Andrew Shih	Read Replies (3) of 58324

Possible Scenario in June. I'm just trying to decide the worst-case influence from Sony's HiFD. For Iomega itself, I'll assume 18 million Zip drives sold by 6/1/98. Earliest introduction for the HiFD is 2H, 1998. Let us assume it ships on June 1. The HiFD is an OEM only product and will be competitive with Zip in pricing. (From Sony's propaganda) Let's assume the HiFD and Zip each cost $99. The fight for marketshare will begin at the high end. HiFD: Cheaper, Faster, more storage. Zip: Fairly cheap, fairly fast, 18 million other users have Zips. I expect that Sony can make the HiFD very price competitive. The problem, however, is time. If they don't have the product for sale by September in volume, the game is over. Without Sony, I predict the Zip will be a standard for all higher-end machines by Christmas. Capacity by then could be as high as 2.5 to 3 million drives per month. -Andrew

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