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Non-Tech : The New Iomega '2000' Discussion Group -- Ignore unavailable to you. Want to Upgrade?

To: Reseller who wrote (1763)	7/17/1999 2:50:00 PM
From: Gottfried	Read Replies (1) \| Respond to of 5023

Reseller, the MF message with the transcript of the V-call gap is at boards.fool.com Thanks for pointing this out. G.

To: Reseller who wrote (1763)	7/17/1999 4:53:00 PM
From: FuzzFace	Read Replies (2) \| Respond to of 5023

I hope you are right about Glore. I never thought much of the San Diego and San Jose expansions, and am glad he's closing them down. Still, it seems the best we can hope for is slow steady growth. I don't want some artificial event to quickly drive up the price of the stock. I don't like all the talk of Y2K and IOM for one simple reason: if Fear-Of-Y2K gets everyone to buy a Zip in the next 5 months, what do they do for an encore? Seems to me they would just cannabalize sales from 2000. Better to remind people that Y2K is a once in a lifetime event, whereas hard drive failure is a once every few years event. BTW, my 8 month old 6.4 GB IBM HD died last month, and it was a replacement for the identical model that (coincidentally, I hope) also lasted only 8 months. I just add it to the list. Of the HD makers products I have owned during the last 5 years (Seagate, IBM, Maxtor, Quantum and WDC), all, save WDC, have failed within 2 years. I guess that's why WDC stock is doing the worst - their drives, being slightly slower than the rest, don't wear out as often. It seems investers prefer companies whose products live fast and die young. Anyway, when the 2nd IBM failed, I replaced it with an 8.4 Quantum. It lasted 20 minutes - dying while I was formatting the 4th partition. It even disabled my ATAPI Zip until I unplugged it (the Quantum) from the port. The Fry's HD guys know me by sight now. My full-partition compressed backups were on my WDC 13GB HD, and due to bandying them around to the (unbeknownst-to-me) failing IBM HD, they were hopelessly corrupted. If it weren't for my Zip backups, I'd be 100% SOL. Y2K can't possibly do worse than has already been done to my PC. The need for offline backups is the angle to pursue. Perhaps they could make a commercial where a snot-nosed know-it-all (know anyone they could audition?) brags how he doesn't need a Zip 'cuz he has a 20 bazillion byte HD that will hold 5 years worth of stuff. Then while he's speaking, smoke starts pouring out of his PC accompanied by a dying whine. Cut to the repair shop and the man telling him it's the HD and hope he has backups. "Gulp" goes our protagonist. Next commercial: he gets a CD-R but keeps messing up and tossing burned disks. Next commercial: he gets a CD-RW and spends his days formatting them at 40 minutes per disk, then drag-and-drop files to them at 4x CDROM speed. Final commercial - he finally gets a Zip 250 and discovers that with the Quik Sync software, delta-backups are cheap, quick, simple, and very reliable. I know - dream on, Ed. P.S. Just read the post above this, pretty coincidental, eh? Another one for the audition.

To: Reseller who wrote (1763)	7/17/1999 5:10:00 PM
From: Dale Stempson	Read Replies (1) \| Respond to of 5023

Reseller, One positive result from last quarter that caught my attention was the number of Zip disks sold. While drive units sold trended slightly lower, disk units sold sequentially increased. Total disk units came very close to matching the holiday quarter and resulted in generating the highest tie ratio we've seen in years. The installed base appears to be purchasing additional disks at a healthy rate which should continue to provide Iomega with a dependable source of profitable revenue for the foreseeable future. I believe this is an important stabilizing risk factor as management struggles to find acceptance for Clik! and discard it's "one trick pony" label. Going forward through the end of the year, Y2K concerns and Iomega's associated marketing plan will likely ensure that disk sales remain solid or better, perhaps much better. Still, while disk sales are important, I'm becoming more convinced that the company's outlook is mediocre at best unless it can achieve success with Clik! I suspect that the next six months will tell the story. At this point in time, I'm far from convinced that the product will be the winner Iomega so desperately needs. Regards - Dale ...watching closely with no position at this time