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

To: Tom Carroll who wrote (36222)	11/18/1997 8:51:00 AM
From: Cogito	Read Replies (3) \| Respond to of 58324

>>The thing to watch for is announcements from the technically savvy longs with a good track record of postings that they're finally really worried about some new competition and, just to be safe, they're going to go to the sidelines for a while and see what happens. Dale Stempson did that with the Nomai lawsuit. Not too many followed him, but if enough did, then I'd have worried much more than I did. If, say, Allen Murdock said he was bailing because of the Orb, and he gave good technical reasons why, then I'd be sure to have my broker's phone number handy just in case.<< Tom - Thanks for the vote of confidence. I'm not absolutely sure you're right about this, though. The technical superiority or inferiority of a particular product won't tell the story. A lot of other factors come into play with respect to the market acceptance of any new product. For example, the latest issue of PC Computing has SyJet on the "A List" in the removable storage category. The blurb talks about the drives speed, low cost per megabyte, etc. Then it says, "If your company hasn't already standardized on the Iomega Jaz drive" you might want to check out the SyJet. The SyJet has come out ahead of Jaz in most reviews, yet Jaz still outsells it. Like I've said before, I believe SparQ can seriously eat into Jaz sales. That's if it ships in volume, does not get a bad rep for reliability right of off the bat, etc. And or course, the Orb looks like a threat, too, but Castlewood, as a startup, is going to have a harder time building market share. Plus, it still has to compete with SparQ. What you'll notice is that my reasons for not being overly concerned about Orb and SparQ are not related to the technology involved. I'm basically just trying to figure out what I, as a typical nerd, might want to buy. If a product sounds irresistably sexy to me, I figure it has a chance to succeed. But I have been wrong before, and will be again. - Allen PS: From the technology standpoint, Orb looks like a really interesting product. Ahead of JazII. But I'd need to actually see one in action before I make up my mind about it. The Rocket misses the boat by using 5.25" cartridges, but will certainly find buyers at the high end.

To: Tom Carroll who wrote (36222)	11/18/1997 11:17:00 PM
From: sheila rothstein	Read Replies (1) \| Respond to of 58324

Tom I'm responding to your 4:12 am post from 17 Nov. What were you doing up at that ungodly hour, ?insomnia. When I was doing maternity it seemed like every baby wanted to be born between midnight and 6am. I hated getting up at night so I don't deliver babies anymore. Re trading in options. That would also keep me up all night. My strategy now is buy and hold good quality stocks (IOM) and don't worry about the day to day fluctuations. I'll leave the options to Gary and Trufflette. Nice to see that you live in eastern USA, my favourite part of the US. As a historian with technical background you should do very well with your tech investments. SR