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

To: AreWeThereYet who wrote (36134)	11/17/1997 4:54:00 PM
From: KM	Respond to of 58324

Andy: I hope that's not your best short argument. I don't know how these companies can ever catch up with IOM's installed base. Not to mention, the revenues now coming from the notebook zip and other new products. Are you saying that is already priced in? I could see a technical short play for a few points a little north of here but a fundamental short . . . no way. This could be Dell II next year.

To: AreWeThereYet who wrote (36134)	11/17/1997 4:57:00 PM
From: Cameron Dorey	Read Replies (2) \| Respond to of 58324

Andy, we heard this before with the EZ-135, EZ-230, EZ Flyer, SyJet, LS-120 (aka Superdisk), with something from Swan (&/or Mitsubishi?) that never came out, with the Shark, with CD-E (or was it CD-RW), with DVD-RW, with Fuji's "new" floptical-thingy, with Sony's 3« for cameras, with hard drive removable bays, with Nomai's 870 MB EZ-clone, with remote storage over the net, with ... The SparQ might be a good thing, I hate to see so many people pour money down a rat hole. It seems to be a real race, can SyQuest sell enough of these things before the creditors come in and turn the lights off (and at their prices, how many is enough?). From the little I've heard, the Orb may not see the light of day. As for me, I'll hold tight. Cameron "The race may not go to the swift, nor the fight to the strong, but that's the way to bet."

To: AreWeThereYet who wrote (36134)	11/17/1997 6:07:00 PM
From: Stacy J. Matter	Read Replies (1) \| Respond to of 58324

Andy: Not to be rude but, Syquest and SparQ-HAHAHAHAHA, Castlewood and ORB, HAHAHAHAHAHAHAHAHAHAAH. For a company to be successful, they need to be able to manufacture a product and sell it for a profit. Syquest has no capitol to ramp manufacturing. Hard to take over a market when you have no product on the shelves. And even if they could make enough, there can't be any margins in SparQ. If they can make it for what they claim, I can only imagine what IOMs profit margins look like on the Jaz. I wouldnt want to get into a price war with IOM. Last time I looked IOMs pockets(hell even KEs pockets, thanks Dale:) are deeper than SYQTs. As far as Castlewood and the ORB, they will soon find out that in the US there are things called patents, and they must be respected. I wouldn't be surprised to see IOM file suit against them soon, along with SYQT(who has already filed I believe) I see the Jaz has already won an award at Comdex this year. I dont think KE and gang are losing any sleep over the hehe, competition