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

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To: Ken Pomaranski who wrote (56707)6/22/1998 8:29:00 AM
From: Les White  Read Replies (1) of 58324
 
>> To be successful (IMO) Iomega needed to be in about 40% of the boxes shipped by saturation phase. I estimate they are at 2-3% now. (I gave my derivation of this number back in October..). Therefore, the product failed<<

Where did you get that bit of marketing insight? Saturation phase is over and Zip has not reached 40% inclusion therefore it is dead? Since when is there a time limit on the saturation phase?

Your pronouncement of failure is a bit premature Mr. P. IOM's OEM inclusion rate is accelerating and therefore it is progressing toward saturation at a faster clip now. It is their business model that must adjust to keep up with current events.

Saturation is unlikely to occur until the price gets down around $35. If IOM's cost structure and business model are designed to be profitable at that price point then the rest will take care of itself.

Les
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