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Non-Tech : Iomega Thread without Iomega -- Ignore unavailable to you. Want to Upgrade?

To: Bill Lin who wrote (210)	6/29/1998 10:31:00 AM
From: Rocky Reid	Read Replies (1) \| Respond to of 10072

Your post was right on. But here are some notes of my own: >>The extra 21 mm spent (plus $3mm?) seems kind of stupid, given that IOM is supposed to be 85mm cash flow negative this qtr. Now they want to make it an even $100mm?<< The outlay of cash to buy a stake in Nomai was NOT figured into the Quarter's losses yet. Talks were undoubtedly still going on during the pre-announcement window, and firm dollar amounts could not be released. Remember, Sierk warned of a "one-time charge" in the pre-announcement. This Nomai purchase was undoubtedly it. And it will be very ugly in the upcoming earnings report. >>Clik! cannot be IOM's savior. There just isn't enough volume. At least in the 1st 2 years. Maybe later on.<< The only advantage that Vapor! is to offer in the short term is $/MB (after intial purchase of the $200+ drive). The high cost of digital cameras right now is not because of storage problems. The high costs are a result of image capture and processing technology being squeezed into a very small package. But a year from now, Smartmedia cards will most likely be low enough so that cost will be an insignificant part of the purchase of the camera. Isn't it interesting to note that price points have not been dropping for digital cameras? This is because of pricing strategies and the desire to improve image quality and improve features such as lag-times instead of lowering prices. Digital photography will continue to be a niche market for years to come. By this time, Flash cards will be virtually $$$ throw-away items.