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To: Mike Perras who wrote (5959)	1/16/1999 5:22:00 PM
From: David S.	Read Replies (3) of 10072

Mike, The picture is getting clearer and clearer. Nomai and Syquest gone. That Shark thingy gone. Imation giving them away and only a few dumb Compaq and Apple customers are getting sucked into buying their slow stuff. Sony recalled. Truly a technical problem? Who knows. Maybe they realized there was no interest and this is a facesaving measure. So what's left on the horizon? This expensive little IBM drive is a hard drive, you buy one for $500, not a dozen. They don't even mention Zip or Iomega as competition. A different market. Right now we own this market, plain and simple. All IOM has to do is deliver. If they show they can grow sales and earnings again, the stock value will follow. Regards, David S. INTC DELL HD KO WCOM LU IOM AWEB (CATCH THE AWEB)

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