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Pastimes : Ask Mohan about the Market
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To: Chip Roos who wrote (15216)3/26/1998 7:46:00 PM
From: Stitch  Read Replies (1) of 18056
 
Chip, *OT? (or is it?..I dunno)

Any discussion about Syquest requires a thorough discussion about competition. The whole removable storage sector is a pretty cluttered field with competitive vendors and technologies. I have not followed it closely but note that there has been a slow down in the Iomega plant in Malaysia which is rumored to be based on yield problems with their 1.0 GB Jazz drive and declining orders due to competitive pressures from Syquest. In addition, I note that there is a new company called Touchstone, founded by ousted Syquest founder Sayed Iftikar, that plans to deliver a 1.5 GB removable at a much lesser cost of the basic drive and,more importantly, the media itself. I hear that program is going reasonably well. On top of this you have all the competition (DVD, high density flexible media, et al) vying to replace the floppy as the primary removable storage standard. This whole high capacity removable market used to be about niches...transporting image files and that kind of thing. Now it is increasingly about snagging the golden ring of becoming the next removable standard. I am sure there is a golden ring there for an investor as well but it is a very crowded and very confusing field in a very cyclical market. As such it isn't getting my attention.

Best,
Stitch
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