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


To: Rocky Reid who wrote (53501)4/23/1998 1:27:00 AM
From: Craig Richards  Read Replies (2) | Respond to of 58324
 
some questions for short-iomaniacs:

Why are announcements of products from Sony/Castlewood/Syquest treated as gospel truth, with everything expected to work perfectly, while announcements from Iomega treated with disdain?

Why would the Clik! drive also need expensive flash RAM instead of cheap SDRAM?

Why do you keep looking at the past in trying to value the stock instead of looking at the future like other investors?

Why do you think it's a bad thing for Iomega to spend money to grab market share, even if it means going cash flow negative for a quarter or 2?

Why do you ignore the potential of Clik!, which even Rod has recently decided is bigger than Zip?

Why, after bashing IOM's price rise because there was no volume behind it earlier in the week, aren't you concerned with a big price rise on high volume in the last 2 days?

Why are you already bashing Clik!'s quality, before the product has even been released?

IOM is currently up 35% from it's price 2 weeks ago. And up over 700% from its price 3 years ago. Why do you persist in seeing weakness in its price?

IOM was recently at 16 - don't you agree it will probably return there quickly with a successful Clik! introduction and/or big improvement in Zip OEM penetration (or even the perception that these things will happen?)



To: Rocky Reid who wrote (53501)4/23/1998 7:59:00 AM
From: John P. Henrie  Respond to of 58324
 
RE: ROCKY

How can Vapor! have these problems if it doesn't exist?

BTW, thanks for shorting again and indicating your cover point. I am finally convinced that your actions influence IOM's stock price. Remember last year's short. You said you would cover at $13 (at the time, the price was at $15 and you had a few bucks profit on your position). Once you stated your cover target, IOM's stock price trend reversed and you covered at a loss.

Keep up the good work,

John



To: Rocky Reid who wrote (53501)4/23/1998 8:32:00 AM
From: John Solder  Read Replies (2) | Respond to of 58324
 
t is also my estimation that Vapor! will suffer serious product return levels and possible recall due to malfunctions in the field, and loss of data due to delicate moving parts inherent in mechanical disc drive design.

They said the same things every time a product was taken out of the
home or office and into the real world.

They said portable computers would be too delicate to be useful,
They said CD players were too delicate,
They said home use video cameras were too delicate,
They probably said the same thing about the first wrist watches.

In every instance they were wrong.

I believe technology will improve and the capacity of Vapor! disks
will keep doubling like the storage market has for decades.
I would not be surprised to see a 100MB Vapor! disk within 2 years.