Any info about Iomega (IOM)? Message Board

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

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To: Trakker who wrote (10114)	10/25/1996 6:41:00 PM
From: Ron Jones	of 58324

MMs are a reality on Nasdaq any investor needs to be aware of...but on the long-term probably can't keep a good stock down forever.... - What do you think about the competitive threats that have been discussed. I don't believe any of the "competition" is sufficient to worry about, with the exception of the LS-120. It all depends on how quickly the Zip drive price can meet OEM expectatios versus how quick the LS-120 could meet OEM price expectations. Or, if the Zip drive could be boosted to 200mb while lowering costs at the same time, then the LS-120 would no longer be a threat. I don't believe the LS-120 is ready to ship in quantity in 1Q 1997 at ~$50 OEM. I DO believe Iomega is capable of doing that. And by that time, I also believe they'll have the 200mb drive available at an OEM price of ~$100. It is this factor (higher capacity) which I believe will ultimately help shut out the adoption of the lower capacity LS-120. - What will be the impact of consumer trends in gathering and manipulating information and how will that affect the storage of that information. 1997 should see the first real trial of the so-called thin-client, or Network Computer. Frankly, I think the Zip drive is an obvious choice for those units to use as offline storage for peoples files and I hope Iomega is leveraging deals with Oracle and Sun for a piece of that pie. I am not yet convinced how well the NC will be recieved by the public; however, I think it has a perfect position to play for business use in place of "terminals". With Citrix Systems (CTXS) client for Win NT it allows cheap workstations and is a good business idea. Other "information" trends have to do with more and more voice and video capabilities being incorporated into systems....in a few short years, the 24GB storage capacity of DVD drives may seem commonplace and we'll wonder how we operated without that much capacity. (We will start using the PCs for things thought unthinkable nowadays since the storage requirements would be prohibitive...like storing voice recordings (dictation) or video-chat sessions.) These increasing requirements have more to do with the Jazz than they do with the Zip. - Can Jaz cross over from a vertical market product to a horizontal, mass consumer product. I think it could, but it needs to drop in price. And it needs to be adoptated by some OEMs as the primary hard drive (in at least high end systems). - Does Ditto actually compete against Zip Only in some circumstances. I think the ditto is very competively priced and should continue gain market share... --ron

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