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Non-Tech : Iomega Thread without Iomega

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To: David Colvin who wrote (9319)4/22/1999 2:14:00 AM
From: Ken Pomaranski  Read Replies (5) of 10072
 
<< What basis or assumptions are you using to arrive at your predicted Clik! revenues for 1999 as opposed to my assumptions and resultant guesses? >>

The digital cam market is projected to be 4m units in 1999, 10m in 2000, 40m in 2005. I assumed 1% penetration in 1999, and 2% IN 2000. This would actually be about 1/3 the ZIP inclusion rate at ZIP rampup. I also assumed a 3-1 tie ratio

I think even this is generous because we are not seeing the big splash like when the ZIP came out. When I first saw the ZIP, I KNEW it was going to be big, based on all the excitement among my friends. It was everywhere, and EVERYONE had to have one. It was a fad. The CLIK! is generating ZERO excitement.

I was disappointed in Glore's 10% prediction because I KNOW that this will not happen. He is setting up shareholders for another letdown. (IMO).

kp

PS: I quite possibly will be laying low for awhile. The board has taken a dramatic turn for the worse after the SI 'jailbreak'. Not one piece of relevent data or analysis was posted today. I swear to God I was reading the Yahoo board! I wish you, Allen, and Mike luck...
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