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

To: Teddy who wrote (37750)	11/29/1997 9:25:00 AM
From: Kunal Taravade	Respond to of 58324

I don't think Sony can be dismissed easily. If they are able to ship this thing in the next 3-6 months, they may pose a serious threat, especailly if they use the retail channel to first build a big base, just like Iomega did. The one thing in Iomega's favor is that Sony is also a PC manufacturer and other PC manuf. might be reluctant to give business to a competitor. However, Barron's is right that Iomega looks like a pretty fat target right now. I am glad they are splitting soon, so atleast the stock price/share will give an "illusion" of being more reasonable, even if the PE isn't. Regards, Kunal

To: Teddy who wrote (37750)	11/29/1997 9:52:00 AM
From: Michael M	Read Replies (4) \| Respond to of 58324

As a would-be Zip Killer, HiFD is nothing compared to Eric Savitz himself. I wonder if Eric has hairy legs...I'm trying to picture him in a real short skirt, shaking a couple of pom poms while screaming, "GO SONY...GO FUJI." This piece is more than biased, it's outright frigging malicious. I intend to share this view with Barrons...consider adding your voice if you agree. Michael

To: Teddy who wrote (37750)	11/29/1997 12:43:00 PM
From: moose	Read Replies (1) \| Respond to of 58324

<Just why you'll need a zip drive when that happens isn't clear.> I guess for the same reason you need a 3.5 floppy today. Once you have an established base its hard to take a piece of that away. Going to get BARRON's and read the article for myself!

To: Teddy who wrote (37750)	11/29/1997 7:17:00 PM
From: Daniel Liberty	Respond to of 58324

The Barrons' article is indeed ominous. However, Sony is still just selling it's prototype. They have a long way to go before they actually have a thriving business in the removable media arena. This threat should not be taken lightly and I'm sure the midnight oil is burning at Iomega. The longer it takes Sony to get to market the better. Dan