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

To: Gary Wisdom who wrote (35893)	11/15/1997 12:54:00 PM
From: Kunal Taravade	Read Replies (5) \| Respond to of 58324

My take on n-Hand/clik! After carefully analyzing the wording of the announcement, I am sorry to say that Iomega may have missed the bus on digital cameras. If the retail models will be available in the "second half" of 1998, (which could mean a year from now), they will be in direct competition with 80MB or 160 MB or even possible 200MB flash cards which cost about $2/MB, making the clik disk/drive combo inherently too expensive/too slow to compete in the digital camera (DC) market. Players like Sandisk have already defined the standard and are busy refining and lowering the cost/MB of their products. Iomega will be in the same position in the DC market this time next year that Syquest/Sony/ LS120/Avatar are in the Zip dominated PC removable storage market. In short, Iomega will be the Syquest of the DC market (just an analogy, nothing more). Also, remember that OEMs are not going to jump in immediately to build this into the DC in the absence of a large consumer retail base. Remember that even with the Zip, which was a home run product with NO competition it tooK > 1 year for OEMS to start incorporating this into PCs. I expect the same, i.e. no significant OEM revenues for clik! if at all, before Q4 1999. In short I am certainly disappointed at the lack of any OEM camera devices in the announcement. I think most people on this thread are trying to downplay their disappointment because they had too much invested emotionally in the announcement and were expecting the moon. THey have to somehow justify their continued enthusiasm. Having said all that, I think the battle for portable storage on handheld PDAs etc. is far from over and I think it is here that the clik will make its presence felt. I expect some serious revenues from this segment of the market. To recap, clik! will NOT be big for DCs, but will be HUGE for other applications. Best regards, Kunal