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

To: Michael Coley who wrote (43080)	1/10/1998 9:40:00 PM
From: Brent D. Beal	Respond to of 58324

If we're at 7% now at the retail level, then I wonder what the overall "inclusion" rate is for computer purchased within the last year included subsequently purchased external drives? I'm familiar with a number of studies, mainly academic stuff published in sociology journals, that seems to peg the critical mass, given strong social interdependencies of the product (these models are usually meant to describe fads and other situations in which there are strong reputational or status issues, but I think that we can substitute compatibility in IOM's case) at around 6% of a social group with average characteristic heterogeneity and communication density. I didn't think that the inclusion rate was at 7%. Isn't this good news? Given the rate of increase over the last year, I don't see any reason why inclusion at the retail level won't hit 12-14% within the next 6 months, which implies that IOM is going to sell a hell of a lot of drives (I think current unit projections are around 85 million, aren't they?). By the way, does anyone have the inclusion percentages over the last 2 or 3 quarters--I think before than they were little more than a rounding error, but I might be wrong.

To: Michael Coley who wrote (43080)	1/11/1998 2:33:00 AM
From: Dale Stempson	Respond to of 58324

Re: VisionQuest Bundling Survey Michael, It does appear that the author of the article reviewing the VisionQuest survey was putting a negative slant on the Zip's 7% inclusion rate by prefacing his statement with the word "Only." Considering that all Zip competitors combined have a virtually zero inclusion rate, 7% represents a huge lead that could only just now be reaching critical mass. What caught my attention was that the Zip was the only non-generic bundled item included in the highlights of the survey. None of the other items mentioned (fast processors, 56k modems, large monitors, hybrid ram, high capacity hard drives) were brand specific. For the Zip to be discussed along with these other commonly bundled PC components is a testament to its widespread acceptance. Regards - Dale

To: Michael Coley who wrote (43080)	1/11/1998 12:15:00 PM
From: Cogito	Respond to of 58324

>>RE: 7% Zip Inclusion Rate - VisionQuest Survey. techweb.cmp.com The seven percent figure is mentioned with what appears to be a negative slant. I agree--there's a long way to go. But that also means that there is some incredible potential.<< Michael - I don't think the mention of "only 7 percent" is necessarily a negative slant. What's really interesting about it is that they are reporting on it at all. They don't mention what percentage of new machines have built-in LS-120 drives, for example, though some do. What I'm driving at is that if you read the computer trade magazines, you will see that Zip drives, and to a lesser extent Jaz, are mentioned a LOT. The writers treat the word Zip as practically generic, like "Kleenex." This is indicative of just how well Zip and Jaz are penetrating their respective markets. BTW, I see Jaz drives everywhere I go. Just the other day I was at a financial company and saw around a half dozen Jaz drives attached to computers in the IS department. (I don't want to mention the name of the company, but they are very well known.) Their network manager said that they use external Jaz drives to do quick backups of the users PCs. They would do it over the network, but they don't want to use network bandwidth while the servers are being backed up. There is at least one Jaz disk in storage for every single PC on the network. - Allen