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Technology Stocks : SYQUEST -- Ignore unavailable to you. Want to Upgrade?


To: Michael Coley who wrote (4920)12/4/1997 11:05:00 AM
From: Ralph Bergmann  Respond to of 7685
 
Please let me base my arguments by a very simple points of view.

1. The price for Jaz is nearly twice as high then for the sparq.
-> possible price reduction for the Jaz. Not to think of the price for cartridges.
2. The big demand for removable disk is just in front of us.
Think of the thousands of low priced pcs selling in the moment and the past year (with presumably low capacity hard drives).
Therefore I think a present standard of the zip's is not very significant. The cost per MB advantage is too big that the zip standard could play the major role. Think of the 5 1/4 inch drives, which were replaced easily.
3. Low priced computers cry for low priced removable harddisc solutions. -> Jaz is too expensive.
4. Iomegas ditto drive faces competition from writable cd-roms, because of the low prices for the cds. And- Did you ever try to store 2GB with a ditto drive? You only will do it onetime.
5. Syquest had a standard with their old removable disc drive system.
What is left now?


Ralph



To: Michael Coley who wrote (4920)12/4/1997 11:27:00 AM
From: AreWeThereYet  Read Replies (1) | Respond to of 7685
 
Michael,
This time your opinon makes some senses. But given the current market share of Iomega. The only way to fight back is price! Well, they can sell the SparQ at a more reasonable price of $249 but then it is much less attrative and the SparQ will just be another Syjet. Even worst is that SyQuest may not survive given the finacial situation. So IMO, Syquest makes the right move with SparQ. I have talked to my friends and they all (including myself) very interest to get a SparQ because of the price but it is not available in Canada yet. So far one bad thing in my ananlysis to SparQ, its parallel port performance is not that great as claimed avg 1.5MB/s. Some said it is slower than the EZ-Flyer in parallel port setup. The EIDE setup is good though but not very portabe.

About their stocks, I am not interesting in both IOM and SYQT because there are too many uncertainty. SYQT has fundamental problem, IOM has too many hype and speculation.

Good Luck
aC



To: Michael Coley who wrote (4920)12/4/1997 5:58:00 PM
From: Dale Stempson  Respond to of 7685
 
OT - Michael, I certainly got a kick out of your SYQT 20-1 reverse split joke on the Iomega thread. I read that darn thing 3 times before finally reading your comments and realizing it wasn't true. I even searched BusinessWire when the link failed. I was freakin' out after having bought a pile of shares at the open to trade the SparQ news today. (BTW, I bailed near the close for a fast 10%+. I never like holding this puppy overnight).

You dog, ya got me - good one.

Regards - Dale