SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Non-Tech : Any info about Iomega (IOM)? -- Ignore unavailable to you. Want to Upgrade?


To: Naggrachi who wrote (47602)2/12/1998 3:40:00 PM
From: Ken Pomaranski  Read Replies (1) | Respond to of 58324
 
<< You know and I know, and IBD knows also, where the Jaz is headed >>

Oh yea! I'm sorry, I forgot! When there is something negative posted
on Iomega, it must be false, and when it's positive it must be true!

You can't have it both ways here. Iomega's revenues last quarter
fell short of expectations, and in turn revenues for ZIP+JAZ were
less than expected.

Now, if ZIP+JAZ were less than expected, which of the two was the
cause? If you examine the two cases, you can see it's a lose-lose.
(This is the real reason Iomega doesn't break these numbers out)

CASE1: Jaz is booming, ZIP floundering

If this case is true, then the AD campaign truely is a hail Mary
and no one in there right mind should 'gamble' on this. The bread
and butter is in trouble.

CASE2: Jaz is slipping, ZIP is still on upward path.

Then your supposition has no data to support it, and Iomega IS a
one product company.

Which case is it? It has to be one or the other...

JAZ has too much competition, and no 'staying power'. Compatibility
isn't an issue here, and at those prices not many people will buy
it (expecially with Syjunk stuff all over the shelves at half the
price). There are about 7 different companies competing in this
mid-range space.

The high end? We shall see... But with rumblings of JAZ's reliability
problems all over the place I sure wouldn't want to bet my business
on it. Plus the high end has little volume and intense competition
anyway.

So you see, I have a hard time building a case for Jaz...

kp