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To: Ken Pomaranski who wrote (7403)	2/18/1999 8:02:00 AM
From: Michael Coley	Read Replies (1) of 10072

RE: Ken's Bear Arguments Ken, I'll need to look through some of your arguments a little closer, but a couple of them are way off base, IMHO: >> 1. The ZIP can never really replace the floppy because SW isn't distributed on it. << This is just flat out wrong. Software is hardly ever distributed on floppy anymore. Out of more than a dozen software packages I've purchased in the past year, every single one has been on a CD. It's been probably two years since I've received anything on a floppy. The floppy at one time was "the standard" for a number of different functions. Various devices have taken over each those functions. CD's for software distribution. The Internet for small file transfers. Tape for backup. Networks for file exchange inside a company. Zip can become a standard without becoming the standard for EVERY function. >> 4. Doesn't address the MAJOR drawback of CLIK!--> Cost for the OEM to include... What do you think the market is for $1000 cameras? Would a kid pay $200 more for a $20 gameboy? Who would pay $200 more for a $100 phone? << Now you're just stretching the facts. Iomega has repeatedly said that OEM versions would be priced in such a way that they would add less than $100 to the consumer price of the product. Not $200. >> 7. Doesn't discuss impacts to bottom line of the ever increasing OEM percentage vs. retail. << The impact from OEM's is more on the top-line than the bottom-line. They discussed OEM's a number of times in the report. Besides, the impact is history. Now that they're at about 60% OEM, you'll see that percent changing at a much slower rate. My projections put it at around 70% throughout all of 1999. Sure, it'll eventually reach the 90's if they become the standard, but by then it won't matter. Also, as they've reduced their costs their gross margins have returned to acceptable levels, even with the record percent of OEM drives sold. I'll try to address some other points from the report in the days to come. I was very impressed with Montauk's report, and found it to be one of the best things I've seen on IOM recently. - Michael Coley - wwol.com

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