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To: gil schmidt who wrote (8470)	3/23/1999 8:48:00 AM
From: John Solder	Read Replies (1) of 10072

3. Could it be that IOM is in fact moving away from the OEM strategy of last year and back to an "after-market" strategy? There are still a LOT of PC's out there without a ZIP. I would expect that IOM would not be sweating the drop in OEM inclusion, particularly if drives are being bought anyway and at a higher cost by the consumers themselves. Their worry should be lessened even more by the complete lack of any real competition. The iMac is a perfect example. The largest PC segment < $1500. No drive is sold built in, the choices are Superdisk at $149.99 or Zip at $129.99. Many buyers will opt for neither until they poll their friends and see what everyone else uses and pick one up later. Guess what, everyone else is using a ZIP. When they need one they will pay retail and retail for disks.

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