Herb -
Yes, that article really is a garbled piece of ... I'll say 'nonsense'.
The author apparently doesn't realize that the comments by the Disk/ Trends President refer only to removable cartridge hard disk sales, as opposed to removable storage overall.
Throughout the article he remains confused about the fact that there is a difference.
Now this is a guy we should send some e-mail to. Unlike Herb Greenberg, he probably has nothing against Iomega, and is doing his best.
The main point he makes, that SyQuest overestimated the market for high-capacity hard disk removable storage, may be correct. That will probably turn out to be a problem for Castlewood, too.
The other problem, for both SyQuest and Castlewood, is that Iomega's brand position is such that when people do buy hard disk removable storage, they prefer Iomega. I'm speaking of average numbers, based on sales figures, not individual people. Of course, one of the biggest reasons for this is that Iomega got into that market first, which means that if you want to exchange data with others, you're better off buying Jaz.
- Allen |