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To: dale velkovitz who wrote (2164)	10/14/1998 1:45:00 AM
From: HardMoney	Read Replies (3) of 10072

This IMHO is huge...... FINALLY!! NEC STARTS REAL PRODUCTION It means that the price points on Zip are close to or have been reached .....that seems to be the only explination as to why IOM would need more drives......"they're priced right." Now the rate of decrease in ASP will decrease itself until the ASP stabilizes....maybe it has. But that is an increase from NEC of 350000 drives a month ...that probably represents 30-40 % increase of all zip drives sold per/month.....if the demand wasn't there they wouldn't have ramped up from 100k to 450k drives per month. This is even bigger when you consider the associated increase in disk sales. Frank

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