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


To: vc21 who wrote (41606)12/28/1997 4:02:00 AM
From: Brendan2012  Read Replies (1) | Respond to of 58324
 
10 1998 Hopes/Guesses

1. Nomai loses finally in court and/or the marketplace.

2. Major analyst coverage is initiated. What are they waiting for, anyway??

3. IOM earns >.75 for 1998.

4. Licensees start cranking out the Zip drives.

5. OEM Zip inclusion goes up from ~5% now to >15%.

6. Sony HiFud comes out in late 98 but fails like the LS120 due to its high price and little need for backward compatibility.

7. IOM stock goes above 27.5 (all time high, finally).

8. OEM Zip prices fall below $40. Retail Zip prices fall below $75. Why not include a Zip at these prices?

9. Iomega will have significant new products to show off in 1998 other than Clik! (IOM's spending plenty on R&D, and they seem pretty sharp)

10. Clik! introduced on time in both external and internal versions in digital cameras and other handheld devices.

Notice that I didn't include anything about Jaz. Right now I am just not very optimistic on the high-end for Iomega. Jaz will continue to do OK, but it's just not that important. IOM will have to get the price down though to remain competitive. There is more competition in the high end, and sharing of disks is somewhat less important so technologies change faster there. Syquest will, unfortunately, not go bankrupt and will remain an annoyance to Iomega's ventures into the high end.

Brendan



To: vc21 who wrote (41606)12/28/1997 9:13:00 PM
From: Steve Wiz  Read Replies (1) | Respond to of 58324
 
Vic,

Finally, the silver bullet is found. A software add-on with the Zip tools could easily detect the disks with IOM specific ID's. Just imagine sliding in an XHD and in a few seconds it rejects out. The software with this capibility is no doubt in the works. Let Nomai ramp up and spend the money on materials and equipment. Realize that IOM's management is livid at this problem and will no doubt spend sleepless hours finding ways to destroy the XHD's compatibility.

Steve



To: vc21 who wrote (41606)12/28/1997 9:25:00 PM
From: Naggrachi  Read Replies (1) | Respond to of 58324
 
<<Many posters mentioned thwarting Nomai from the hardware side but it may be much easier to do it from the software. I think Iomega may be able to blow Nomai out of the water with one new release of it's necessary drivers on the Zip tools device. I admit I don't know too much about this but it seems a little coding and a disc serial number back-up reference check would make ALL NOMAI discs inoperable. Just something to think about.>>>

You bring up an excellent point. Which leads me to believe how many cards is IOM holding closly to it's chest?

Does anyone get the feeling that IOM is practically toying with this French peeon? Could it be that this whole court thingie is just a front that IOM is putting on before the reall hammer slams on Nomai? This reminds me of the animal shows that I watch on Discovery channel, when the predetor stalks it's prey waiting for the opportune time to strike. Folks, this is exactly what's going on here in the corporate world.

The sad thing is, Nomai is going to commit capital to these XHD disks and before you know it, their useless. We've already heard thier lawyer wyne about how unfair it is that the laptop version has been modified.

Zead