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

To: Ken Pomaranski who wrote (39646)	12/12/1997 6:45:00 PM
From: Bearded One	Read Replies (3) \| Respond to of 58324

So now we have two people who agree that tie ratios are lowering. Which brings me back to my previous question----Where is the announcement for 11 million zips????? Message 2757069 Message 2843046 So I can ignore the fact that zip drives are accelerating, because I don't believe it. I believe they stuffed the channel to get 10 million zips out by the end of last quarter. And NO, I don't believe that they're just counting zips sold. Their press announcements says 'shipped.'

To: Ken Pomaranski who wrote (39646)	12/12/1997 6:50:00 PM
From: Lucas Hsu	Respond to of 58324

Channel Check: Best BUY in Tucson, Arizona Lots of PP (over 100) priced at $149, no sign of rebate. About 20 SCSI Zip, priced at $149-$30 mail in rebate. 1 LS-120 4 SparQ Also saw a box of SparQ cartridges. Looks like they just got it. I would estimate maybe 240 cartriges in that box. Will be checking periodically to see how well SparQ is selling. Cheers, Lucas

To: Ken Pomaranski who wrote (39646)	12/12/1997 11:06:00 PM
From: Cogito	Respond to of 58324

>>The floppy has already been replaced. no one cares about backwards compatibility. If they did, the LS-120 would have unseated Iomega. Floppies have been replaced by a combination of about ten things.<< Ken - Just wanted to say that this is a very perceptive comment. I had never thought about it this way. In my previous post, to Brian Heath, I already said this, but I thought I should address these comments to you. I have maintained ever since I first got to this thread that Iomega doesn't need the Zip to replace the floppy in order to succeed. Zip only has to be one of the things which replaces the floppy. It had never occurred to me that the 1.44MB floppy has pretty much already been replaced. - Allen

To: Ken Pomaranski who wrote (39646)	12/13/1997 3:21:00 PM
From: Steve Wiz	Read Replies (1) \| Respond to of 58324

Ken, I have to disagree with this one. This statement is defintely filled with flawed logic. Trying to measure whether disk tie ratios are falling is a task more suited for the actuarials. The perception that tie disk ratios are falling is only slightly real. Uncovering the bias in this statement is quite easy. To acheive an accurate disk tie ratio from the information you have gathered you would need to be able to back out disk tie ratios sold through retail only. This would be a difficult task because you would need to know how many Zip disks purchased were from those participants who bought a Zip through retail. Iomega gives a couple of Zip disks away if a direct buying PC purchaser adds a Zip as an option on their machine. This would tend to bias the data in lowering overall disk tie ratios. Think of it this way. If Iomega induces a PC purchaser into adding an internal Zip, Iomega would have succeded in making their product a captive regime in the purchasers machine. Lowering overall disk tie ratios would be well worth having a Zip captive in a PC purchasers machine over the life of the PC. I highly doubt that the PC purchaser would use only the 2 free Zip disks given free over the operating life of the PC. Inducing the direct PC purchaser into adding a internal Zip with the free Zips is money IOM shareholders would be happy to spend. See, Iomega is in a different position when it comes to internals. They must still seed the business or induce participants into adding Zip as interanls. Not all PC purchasers are as sophisticated as those on this board. Good to talk to you Steve