SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Non-Tech : Iomega Thread without Iomega
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Ken Pomaranski who wrote (7403)2/17/1999 7:12:00 PM
From: Dale Stempson  Read Replies (1) of 10072
 
RE: First Montauk

Ken, I enjoyed reading the First Montauk opinion as well as your concerns. Regarding Zip: One of their comments that caught my attention was that existing customers now buy more disks than new drive purchasers buy. IMO, a key milestone has been accomplished. This is made more significant given that unit shipments have been increasing. The continuation of this trend will help margins. Couple this with the expectation of further cost reductions and perhaps we have the basis for a program that more than compensates for future price reductions and expenses.

It's also interesting to me that OEMs are currently paying an estimated $50 for a drive and costs are expected to decrease. Zip is getting much closer to floppy drive costs and it seems to be reflected in part by the OEM inclusion rate improving to 7.5%. It doesn't seem too unreasonable to think that it won't be long before Jodie can ask someone like Apple, "What price would it take for you to make Zip standard on all your boxes?", and then be able to answer, "We can do that!"

Lastly, it is expected that Zip drive shipments will pass 35 million within the next 10 months. Geez, at what level does compatibility (or non-compatibility) become a major factor? I believe we're getting very close.

Regards - Dale
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News