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

To: Rocky Reid who wrote (56371)	6/18/1998 1:47:00 PM
From: Bill Lin	Read Replies (1) \| Respond to of 58324

Rocky, Actually that $219 price for the Sandisk flash card is pretty good. I've seen $369 in last issue's Direct Mail catalogs, so the $219 price must be based upon the new 80MB flash chip that Sandisk just released into volume production (announced last Oct. '97) The "too many things lying around" clik! is flash readable already, so for $210 + tax, you have equivalent capacity of the Sandisk 40MB flash card. So, NO its NOT CHEAP. But its price comparable. However, I don't see IOM selling more than 100,000 units the first year, and I see obsolescence of the external unit within 2 years. IOM might be able to sell an internal unit for $100 for 1 million units, however. AS for Orb, I think it is already obsolete. IOM, if I were CEO, would already be developing a single disk 3.4 gig GMR based drive using TDK heads, and HMTT platters, then researching a 7.2 gig single disk drive using GMR tech. This stuff is even more vapor than vapor! But with a hard driving R&D effort, a proto can be done in 4 months, and a product release in 9. However, with IOM's R&D rep, it won't happen. If you want to argue that IOM is overvalued, argue that their R&D is too slow by 2-3x compared to current industry innovation. BL