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

To: Rocky Reid who wrote (40065)	12/15/1997 8:25:00 PM
From: Gary Wisdom	Read Replies (1) \| Respond to of 58324

Rocky, Sony has a tape drive that doesn't sell at all. So, what makes you think that their Hifd will do any better? Seriously, I'd like to know.

To: Rocky Reid who wrote (40065)	12/15/1997 8:37:00 PM
From: Brian Heath	Respond to of 58324

To all: I'm in. Sorry Rocky, was looking for someone to respond to, couldn't get to any of saturday's posts. My post was written before I saw yours so it's interestingly coincidental anyway. Thanks to all for your responses this weekend, it was a major IOM study weekend. Friday was my Staple's night if you recall. I was just about to take the plunge when the salesman laid the Sony thing on me. I've heard a lot from you all and gone to a lot of other sources. Right or wrong: this is what I've come up with from various people that I think are very strong points for a positive bias on IOM. Backwards compatability- I finally agree, not important. Why? 1) If the 1.44 really only costs them $15 (if true) then there is no real impetus to replace with something to save the $15. A computer is better with TWO removable drives, is it not? one breaks etc etc 2) It would be MUCH more convienient on a PC to have both a 1.44 and a higher capacity drive (zip). Transfers from one to the other would be much easier than bothering going the extra step through the HDD. Sony Drive- Very unlikely to become the new standard. Why? 1) Besides all the hub hub about the availability of a real product, manufacturing capability, cost etc.... I think a strong point against it is that it IS A SONY product. I agree with what a number of people said that the OEM's would not like to help Sony and have NO PROBLEM bolstering IOM. The only way that OEM's would STOP putting zips in and replace with a Sony would be if they thought it would help them sell more machines/or increase thier margins. What what I've read this is very very unlikely. I don't know what IOM charges them but I bet it's not much and going lower and as of now the public wants ZIP. So I decided to buy but didn't know when. Saw the price seem to stabilize today around 25 5/8 so bought in then(figured the downside must be somewhat limited at this point, and I hate chasing stocks) Was quite surprised and pleased by the close but know I'm in for a roller coaster ride. I'm investing for the Zip Standard, if it flies the stock will take care of itself. Clik would be Icing. Will hold through any downturns unless I believe my logic has become flawed for any reason. Points I would like someone to give me thier thoughts on: 1) If Sony was able to mass produce these drives would they sacrifice capital and just almost give away the drives to OEM's to get in the door?? I think the only way OEM's would switch would be if the offer was just TOO good to turn down. I don't think this is likely at all, but is it possible?. I think also less likely cause of the Japan thing, but don't know, looking for ideas. 2) There are a lot of smart people out there? right? So, Is zip standard already factored into the stock price or is there still enough skepticism that it's not? I will be going back to that salesman sometime and quiz him but have a feeling it won't be very helpful. Thanks again for the responses (most) Brian

To: Rocky Reid who wrote (40065)	12/15/1997 9:07:00 PM
From: Fred Fahmy	Read Replies (1) \| Respond to of 58324

Rockhead, HiFD is DOA. Like it or not this is reality. IMO, you continue to demonstrate a total lack of understanding of the removable media industry and market. You have been wrong with respect to IOM every step of the way. Why doesn't surprise me that you see HiFD as a threat to IOM?? HiFD's compatability with and an old industry standard which is quickly be phased out by ZIP (for transfering data) and CD-ROMS (for software distribution) is a complete non-issue just like it was for LS120. What you call a major selling point I call a big yawn. Yawn, yawn, yawn. Any removable media drive in the 100-200 meg range that is not compatible with the nearly 11,000,000 ZIP's already installed is DOA. Watch and learn. BTW, I love my notebook ZIP....you know, the product that the bears said would never exist. Now go suck some cold-eeze <gggg>. FF