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To: Stephen Leung who wrote (5584)	2/17/1998 10:46:00 PM
From: Rocky Reid	Read Replies (3) \| Respond to of 7685

>> We are talking about Sony here, many times larger than Iomega. I think you should be afraid, be very afraid.<< Iomega Corp. is itself very afraid. They have launched a $100 MM ad campaign to try and thwart the coming Sony onslaught. However, Iomega Bulls are not afraid. You see, they still believe that Iomega is the greatest thing since individually wrapped sliced cheese, and KE talks to God. Even though a 2 year long-term holder of IOM stock is not showing a profit today, Iomega remains a great investment. Yeah, right. Iomega knows what's ahead with Sony. Iomaniacs are great at denial.

To: Stephen Leung who wrote (5584)	2/18/1998 12:11:00 PM
From: Cogito	Read Replies (1) \| Respond to of 7685

>>Prototype of HiFD I was at the Comdex show in November 97 and they had a prototype being demoed.<< Stephen - Based on the reports I have seen, the HiFD unit at comdex was shown running a high-capacity disk, but it seems that the disk in question was formatted only for 60MB. Moreover, the drive was not shown using standard floppies, because it did not yet have that capability. Again, this is based on second-hand information to me, which makes it third-hand here. If you saw this drive, maybe you can tell me something different. Did you see them take out the high capacity disk and put in a regular floppy? Did you see any benchmark tests performed? Were you able to verify that the drive you saw was using a full 200MB capacity disk? As for being afraid of Sony because it's a bigger company than Iomega, I think that's silly. I am less afraid of Sony for that very reason. Sony has a lot of different businesses. Their data storage business is just one small division. I don't know how the size of that division compares with Iomega, but that is the relevant comparison. The size of Sony as a whole is really not an issue. They're not going to suddenly stop making Walkmans, TVs, VCRs, cameras, etc., to concentrate on this one little product. Iomega, on the other hand, concentrates solely on this particular market. They are focussed and they have enormous resources. I would be willing to bet that Iomega has more people working in R&D than Sony has in their removable storage department. - Allen