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


To: stock bull who wrote (47880)2/14/1998 6:04:00 PM
From: FilerBill  Read Replies (2) | Respond to of 58324
 
<<FilerBill...I'm interested in how you analyze the future value of
IOM. Can you please post your analysis? I would be interested in
understanding the financial implications of IOM's loosing x% of
the Zip disk business.>>

Wait a minute! Where are they losing percetanges? You mean Nomai?
Hey fellas I bet Nomais door gets shut real soon. But even if they
somehow, some crazy way, convince some knotheaded judge that Maxell
Sony, Fuji and everyone else has been cobranding for no good reason, still their is no proof that people will buy the "small"
portion of disks that they as ship being "questionably" compatible.

If you're talking about the last CC and a preceived decline in drive shipments, my understanding here is that Zip disk sales are
predicted to rise significantly this year and next.

StockBull what I'm sure of is that the "near" future of digital
storage space is hard to quantify. IOM's branding could make them the winner in the handheld arena, and we can't even begin to imagine what replacing photo film with mini disks will be like.
THAT'S ONE BIG ASS MARKET! I still think Sony or Kodak would love
to take this company over. BTW, Sony will not win in challenging
IOM's brands with OEM's. If Clik! gets a foothold like Zip this
company "is the man". Stock 100 plus.