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Non-Tech : Iomega Thread without Iomega

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To: Cogito who wrote (8289)	3/15/1999 6:09:00 PM
From: Ken Pomaranski	Read Replies (3) of 10072

FACTS: - ORB is shipping - ORB is cheap - ORB is fast - ORB has lowest cost / Mbyte (by far...) - ORB is current technology (years ahead of JAZ) RED HERRINGS: - Write verify QUESTIONS - Can Castlewood make money? - reliability not yet proven ASSESSMENT: Will have a material impact on JAZ and ZIP250 sales as long as castlewood survives. ORB blasts Iomega on all counts. OTHER: - LS-120 'winner' in APPLE market - LS-120 penetrating PC market. - Iomega barely makes money owning 87% of the market. - CLIK! (in it's current form) will make barely a dent This is what I see. Should be interesting to watch... kp

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