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

To: Bearded One who wrote (40308)	12/17/1997 1:47:00 PM
From: Brent D. Beal	Read Replies (2) \| Respond to of 58324

***I did not mean to imply that. Iomega sells the disks at a high premium. That's their profit--the key to the "give away the razors and sell them the blades" business model that they rely upon. This gives room for Nomai to undercut their prices if Nomai is willing to make less profit on the disks. I think I've demonstrated that IOM's profit is likely to be substantially more than the "smaller" profit that Nomyidea is willing to take, again assuming they actually sell any disks--since I believe this to be the case, it makes sense to invest in IOM since they will be making the most off the substantial number of disks that need to produced and sold for all those Zip users, and it also makes sense to ignore Nomyidea, since they pose no credible threat to either IOM's marketshare or future profits.

To: Bearded One who wrote (40308)	12/17/1997 1:58:00 PM
From: David S.	Respond to of 58324

Just because a French court has given a French company a license to steal IOM's patent rights doesn't mean that that decision will be sustained in France or will be applicable to pulling the same legal strings in other countries or markets. I suspect that IOM legal rights will be upheld or otherwise the whole intellectual property basis of the technology industry will be undermined. Now obviously nasty stuff happens all the time, but usually it gets contained to a few outlaws who milk the golden cow but don't get brazen. When thieves start ripping off the town in general, they go to jail. Nomai will be a bother and a legal drain, but won't touch IOM's future. It will take a real competitor like Sony etc. with a new killer product to do it. More importantly, IOM has established brand awareness re: removeable storage. That's what IS buyers and consumers look for. I now see "Zip built in" icons in the weekend ads and at Best Buy I noticed about half the shelf space for disks were for Zips (four brands of Zips, IOM, Sony, Fuji and Maxell) as compared to 3.5' floppies. That reflects demand as they allocate little space for stuff that doesn't move. Regards, David S. Long on Intel and Iomega

To: Bearded One who wrote (40308)	12/17/1997 2:48:00 PM
From: Lurker	Read Replies (3) \| Respond to of 58324

<<I did not mean to imply that. Iomega sells the disks at a high premium. That's their profit--the key to the "give away the razors and sell them the blades" business model that they rely upon. This gives room for Nomai to undercut their prices if Nomai is willing to make less profit on the disks.>> So, are you saying that there is only one brand of razor blades? My local drug store has a number of brands. Please tell me which one is the real brand so that I won't accidently buy a pretend, fake, store display brand. Thanks. Mike