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

To: Rocky Reid who wrote (40539)	12/18/1997 3:09:00 PM
From: Ken Marcus	Read Replies (2) \| Respond to of 58324

Rocky says >>Sony will hand them the rest in the low-end when Sony HiFi ships.<< I disagree: Sony drive will have cost disadvantages because of their desire to have backward compatability with the 1.44 floppy in one drive. Iomega will have shipped 15 to 20 million zips by the time the Sony HiFD is out. Emerald research, last I heard, does not expect the drive to be out till late 98 early 99. Much too late. What advantages would the Sony drive have: Backwards compatability? This is meaningless in most non-laptop computers sold today since the cost of having both a floppy drive and a zip is less than the proposed Sony combo drive ($250?) Larger size: We know for a fact that Iomega has a 200 meg zip working and has had it for a long time. If the Sony drive comes out, it will compete against a 200 meg zip that is backwards compatible with the rest of the power user installed base of zips (15 to 20 million). As the installed base of drives increases, the annuity from the zip disks will increase. This will allow Iomega to subsidize the price of the drives that it ships to OEMs. Currently large OEMs are paying approx $47. This cost is planned to decrease by 1/2 according to KE in the last conf call. The marketing team in charge of the HiFD is the same team that is/was in charge of the Sony Minidisk. The Minidisk has not been a standard setting success. Ken

To: Rocky Reid who wrote (40539)	12/18/1997 3:23:00 PM
From: Ken Marcus	Read Replies (2) \| Respond to of 58324

Rocky says>>Jaz2, when for roughly the same money they can get 135% MORE storage, much better performance and speed, and more reliability (the SyQuest Quest (Rocket) has a high-tech dust filteration system built in and uses MR -- Magneto-Resistive technology.).<< The "Rocket" is not out yet. I don't believe that an undercapitalized, red ink gushing, Jaz copying company like Syquest beat Iomega to the MR removable hard drive market. It's a little easier for Syquest, they can just abandon their base with each new product that comes out. EZ135 was not compatible with previous Syquest products, neither was the 230, neither was the Syjet, neither is the Sparq, neither will the Rocket be. That is part of the beauty of the Jaz, all the built up base is kept "in the fold"; the same is true of zip plus and will be true of zip2. You say: >>what is really laughable is that Iomega is getting arrogant enough to think that people will buy an overpriced, delayed piece of yesterday's technology like Jaz2,<< Nice thing about Iomega is that they do consumer research, they know what the customer will pay before they actually ship and price the product. Ken