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

To: dougjn who wrote (52045)	4/7/1998 3:34:00 AM
From: Philip J. Davis	Read Replies (1) \| Respond to of 58324

Another post from Keeler: >>Subject: Re: No syqt threat Date: 4/2/98 11:38 PM Eastern Daylight Time From: TMF Keeler MarkRogo wrote: << You are really being like the ostrich here, and I don't get why. Not in the least. SyQuest hurts Iomega in a major way. The 100,000 drives they will sell in Q1 will almost entirely cut into Iomega sales. >> This seems to sum up the syqt is the reason Iom is hurting argument and thus illustrates my problem with the argument. Frist of all, I'm not being an ostrich. I'm simply dealing with facts. I'm not creating anecdotal stories (mythical guy A goes into any store B and looks at this box and that and thinks this and buys SparQ) to support my argument. I'm not using anecdotes at all. Just plain facts as we know them. Mark states that SYQT will sell 100,000 drives. Not might, or maybe but WILL. I find that incredible since they didn't sell half as many as that in the Christmas quarter. I see no real change in supply or demand at retail now vs. December. Maybe they will sell that many; we will see. But to state it as fact is jumping the gun at least. Now the statement that 100K SparQ's would come right out of Iomega sales. What a linear way to look at the World. The World is a dynamic place though and linear thought rarely models it correctly. This seems to be the mantra with this crowd, every SparQ sale is a non-Iomega sale. How many Syquest drives sold in 1Q97? Do any of you know? Please add up the sales of all the following for Jan-Mar 1997: All Syquest drives PD-CD LS-120 Shark All MO drives Apex If I had to guess the combined number for all these was more than 100K. PD and MO alone probably sold 100,000 units worldwide. All other removable cartridge drives were made by Iomega. My basic premise, which nobody has responded to, is that SparQ simply is filling this niche between high end and low end. A niche that has always been there. That Iomega is not losing sales and most likely purposely avoids this segment as not worth the investment. Another possibility is that Sparq takes sales that would otherwise had been QIC tape drives. Would dovetail nicely with the incredibly cost conscious consumer everyone seems to believe is out there. Nothing is cheaper than tape and 1-2GB tape drive sales are way down from last year. Now, if sales other than Zip or Jaz were higher than 100K a year ago and SparQ sales are 100K this year then Iomega gained market share in my opinion. I say that because the optical drives above are really declining. Sparq is taking sales from MO, PD, Tape and EZFlyer.<< Philip