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Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (3550)	6/8/1998 7:06:00 PM
From: Gottfried	Read Replies (1) \| Respond to of 9256

All, IOM gained 19% today on more than twice normal volume. Don't know why. quote.yahoo.com GM

To: Gottfried who wrote (3550)	6/9/1998 10:30:00 AM
From: Mark Oliver	Read Replies (1) \| Respond to of 9256

I find this pricing announcement to miss a key figure, that is the break out pricing for the removeable media. Like a zip or jazz drive, you have the cost of the drive or player and the disk to contend with. Again, it seems like an interesting app, but not widely necessary. I can imagine the advantage of carrying a 10 gig file that holds video or intensive CAD files. It was interesting to see the development of zip drives as people found it so convenient to carry a file to another computer. In the near future, I hope, we will have greater bandwidth, or surely these high end users will, and theywon't need to hand carry large files. Then you'll also have write able DVD which should cover the low range of what a NFR can hold. So, that leaves system back up, and replacing tape. Do you think they can make a disk for less money than a tape? Are there handling issues, or longevity issues that could give these disks an edge over tape? So, in the end it seems like a product with no application. Also seems like they'll have a hard time getting volume momentum in order make a quick price drop. Again, I am curious how the market will react to HDTV? There is an issue where a VCR can not store the volume of an HDTV program. Where will the next home storage device come from? I would seem like the Japanese titans would have a DVD oriented solution in the pipe. I was introduced to this question by Gus. I sure miss his input. Regards, Mark

To: Gottfried who wrote (3550)	6/9/1998 5:38:00 PM
From: Chuck Bleakney	Read Replies (1) \| Respond to of 9256

I wouldn't exactly call less than 18ms "slow"... thats still a 3600 rpm spindle speed, faster than I thought it would be initially. I recently paid about $300 for a jazz drive with only 1 gig per platter. One Gig Jazz media are about $100 a disk, so this media is certainly cheaper per MB than that... The question mark is how expensive is the media? The price tag takes it out of the "cheap" system arena, but it should be a good choice for small server backups... if media won't break the bank. It could be an "OK" only drive for a medium price tag system...It has the potential to limit Iomega's future sales of Jazz, and ought to make them drop their prices to compete. Compared to tape drive access, its a barn burner. As I mentioned a long time ago, the bottleneck is getting the data off of the disk... 40MB per second is right up there. Chuck