Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 187.18

+2.9%

Dec 11 3:59 PM EST

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To: Bill Martin who wrote (5027)	11/27/1998 10:44:00 AM
From: Gottfried	Read Replies (1) of 9256

Bill, anything on the market now will be obsolete in a year or three. For the removable storage market NOW there is considerable momentum what with 18 million ZIP drives sold. The price for internals is <$100 and for those that want a little more than 100 MB the 250 MB ZIP has been announced. I don't think DVD-RAM can beat that price point yet. Allen Murdock has written much about DVD-RAM vs ZIP on the Iomega threads. techstocks.com You said >When the DVD-RAM type drives are out in volume and even Panasonic, et al, are churning them out like 3.5" floppies, where does it leave IOM?< When DVD-RAMs become a threat to Iomega's line, they will probably act by releasing something new. Like they just announced the 250 MB ZIP before Sony's HiFD ships. You see, Sony it trying to get into this "doomed" market and will probably ship HiFD in 1Q99. I wouldn't assume any of the players will stand still. Gottfried

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