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


To: Rocky Reid who wrote (46535)2/1/1998 3:50:00 PM
From: Gary Wisdom  Read Replies (1) | Respond to of 58324
 
Rocky, didn't Microsoft say that 500K of the Windows CE devices were sold last year?

How many per year do you need in order to recognize that people are buying these products in droves already?

BTW, I still don't know about the future direction of the stock. However, there is no doubt that there is a market for Vapor!. The question is can Iomega deliver?

As I still own stock as do you, I hope so.



To: Rocky Reid who wrote (46535)2/1/1998 3:56:00 PM
From: BBG  Read Replies (2) | Respond to of 58324
 
>>>The success of Vapor! depends on getting the general public to hop on board the portable electronics bandwagon. However, I believe that instead of buying a $500 digital camera with Vapor! on board, Joe and Marge Whitebread will buy a $70 auto-35mm film camera, a $150 Nintendo64 for the kids, that pretty Banana Republic blouse for $70, 2 tickets to the Knicks game, groceries for a week,<<<

Rocky...

You keep mentioning the "high" cost of CLIK!... I don't think IOMEGA's initial target is "John Whitebread"... John Whitebread as you correctly point out doesn't even own a digital camera or a PDA or probably even a computer... I think that "John Multigrain" does probably own some of these products and has the disposable income to pay $200 for something like CLIK!... As acceptance grows and sales increase the price will decrease to what you can afford...

JD



To: Rocky Reid who wrote (46535)2/1/1998 4:20:00 PM
From: Cheeky Kid  Read Replies (1) | Respond to of 58324
 
If I had a company that sold STUFF, I would love to have customers like these:

iomega.com



To: Rocky Reid who wrote (46535)2/1/1998 4:39:00 PM
From: Spank  Respond to of 58324
 
Rock, after another Iomegazine read, I speculate that the size of the external drive is "bloated" (*laf*) by it's own flexibility. In the clik! Q&A it says "The clik! drive has an IDE/ATAPI interface and will offer a number of connectors, including serial and IrDA connections."

That stuff might take up some room, but it makes the unit more "connectable", yah?

-Spank

(just saw you posted ahead of me. I guess you'll say something like "Vapor! can't even be connnected to a PC" now...)



To: Rocky Reid who wrote (46535)2/1/1998 6:17:00 PM
From: Stan J. Czernel  Read Replies (1) | Respond to of 58324
 
Rocky,

How comfortable you are - extrapolating the past to predict the future. "Portable devices are niche products" you say. This is arguably not true - in the present. Note walkmans, portable CD players, and game machines. But even if it were currently true today, is this a valid predictor for the future?

By your logic, the zip should never have been produced: Iomega should have looked at Syquest, and noted that they had sold only a few million of its drives in its entire corporate history - and given it up. That they did not give it up is a credit to their foresight.

The facts are that many savvy companies - not the least of them Microsoft - see the future in portable information-based devices. They are investing big-time on developing them, and DON'T see them as niche devices at all - but as the infrastructure of an emerging information-based society. The beauty of Clik! is that it is being positioned as appropriate storage for all of these devices. The market for clik! is the entire universe of these devices. Not just digital cameras.

Who was it (Thomas Watson at IBM, I beleive) who said so long ago that he could not see a global need for more than a half dozen mainframe computers?