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

To: Ken Pomaranski who wrote (44222)	1/21/1998 6:29:00 PM
From: Brendan2012	Read Replies (2) \| Respond to of 58324

The reason they won't drop Zip on the spur of the moment is: people want their storage to be compatible with their friends'. Compatibility is so underestimated. On another note, can we finally say the LS-120 is officially dead? I think so (but then I knew it was DOA, dammit). It's frustrating that the stock got so punished by the LS-120 in 1996, yet now that the LS-120 is dead the stock gets no benefit. Brendan

To: Ken Pomaranski who wrote (44222)	1/21/1998 6:56:00 PM
From: Dale Stempson	Read Replies (2) \| Respond to of 58324

Re: >>>There is a TON of competition and a very small, loyal installed base. Because SW is not distributed on ZIPs, there is no reason why box makers couldn't just drop ZIP on the spur of the moment. Especially since ZIP has not (and most likely will not) penetrate the sub $1000 PC.<<< Ken, a couple of comments: Brenden has it right, Compatibility is key. Compatibility is the most important factor for the increase in Zip demand. OEMs will not drop the Zip because the demand is there. Just look at IOM's fantastic OEM sales growth the last couple quarters. There may be a ton of alternative products out there, but there is not a ton of competition. Zip's market share and growing unit sales is verification. Others may produce products with better specs, better features or lower cost per MB, but as long as IOM continues with their plan, their low cost entry price and the compatibility issue will ensure their continued success. Regards - Dale

To: Ken Pomaranski who wrote (44222)	1/22/1998 12:18:00 AM
From: Cogito	Read Replies (1) \| Respond to of 58324

>>I think things will look very, very good tomorrow. This quarter will be the 'peak' (I think) and it will look like Iomega's running on all 4 cylinders.<< I remember late last year, or early this year, you predicted that Iomega would do well through this quarter, then growth would tail off. So at least you're consistent. But I certainly hope you are wrong. One thing is for sure. When (if) first quarter earnings come in less than fourth quarter earnings, the bears will say that Iomega has peaked, and it's all downhill from here. I am sure that there will be many people willing to listen to them, and the stock could go through another downturn. Let us not forget, when that time comes, that they said the same thing last year after the Q1 report. Meanwhile, Ken, I notice that sometimes you state your predictions as if they are facts. I'd be interested to know where you got your information about HiFD's final pricing, and furthermore, how it will compare with the price of Zip at that time. - Allen