Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Non-Tech : Any info about Iomega (IOM)? -- Ignore unavailable to you. Want to Upgrade?

To: Michael Coley who wrote (34856)	11/8/1997 10:58:00 AM
From: Zakrosian	Respond to of 58324

As a further indication of the Zip's becoming standard, check out the A to Z consumer guide to consumer electronics in the Nov 27 issue of Rolling Stone. The review of removable storage falls under Z for Zip, and it's rating is between a "Good Idea" and "Must Have". Reference is made to "Syquest and other manufacturers", but the blurb focuses entirely on Iomega.

To: Michael Coley who wrote (34856)	11/8/1997 11:00:00 AM
From: AreWeThereYet	Read Replies (1) \| Respond to of 58324

Michael, you can't compare computer industry to presidental election. Clinton can win as long as he has more votes then competitors. But IOM will in big trouble if its market share falls say 45% while the remaining divide the 55%! IMO, Zip media must drop to around $5 to $8 per disk. Jaz disk must drop in $30 to $40 price range in order to keep the competitors away. People will pay some premium to IOM but not when the price different is so steep. aC

To: Michael Coley who wrote (34856)	11/8/1997 1:29:00 PM
From: D.J.Smyth	Read Replies (1) \| Respond to of 58324

Michael, read IBD article on peripheral storage Oct. 24 (i beleive) where IDC indicates that as many peripheral storage units will be sold per year as computers by the year 2001. they estimate that nearly 130 million box units will be sold in that year and estimate the number of external drives to be the same, this would represent an increase of 1000% from the current year over the next three years in IDC's estimation. very interesting article and study. the market is growing and apparently going to grow much faster than most of us realize. IOM has programs in their hopper to meat this competition. i certainly believe IOM will be able to retain their market dominance. maybe we'll strap alternate storage devices to our bodies like they do in this sci fi flicks

To: Michael Coley who wrote (34856)	11/8/1997 2:46:00 PM
From: Count	Respond to of 58324

Michael, the power of the defacto standard is the major contribution of Bill Gates to modern commerce. In his book he provided interesting incite into his strategy to provide his BASIC to all OEMs so inexpensively that they wouldn't consider spending any time writing their own software. By being the go-to software supplier he eventually got IBM to adopt his DOS and the rest is history. IOM has persued a similar strategy, using "dream team" chips to cut costs to the point no one else can make a profit in the Zip price range. Bundling Recordit, Buz and C:/More are just more Gatesque maneuvers. There can only be one defacto standard, and it is firstest with the mostest.

To: Michael Coley who wrote (34856)	11/8/1997 3:34:00 PM
From: Dale Stempson	Read Replies (1) \| Respond to of 58324

Re: The Zip Standard Michael, you stated, "The standard" doesn't have to be better than the competition to win." I couldn't agree more. The Fuji/Sony ATOMM product sounds hot to me, but if Iomega can continue to improve Zip performance, reduce costs, and otherwise present a product that is at least close to whatever competition is out there, then the compatibility issue will remain a major factor in their favor. New technologies and better products will continue to be introduced, but what is unique about Iomega is that the Zip drive has taken hold. Close to 10 million sold is enough of a number to ensure the company will lead the game for quite some time to come. Regards - Dale