Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Trakker who wrote (287)	6/30/1998 12:24:00 PM
From: Rocky Reid	Read Replies (1) \| Respond to of 10072

I have already posted this research before, but I guess you missed it: biz.yahoo.com ...the worldwide CD-RW market is projected to exceed 15 million units in 1999. Nearly 50 percent of these devices may be installed in PCs as manufacturers begin offering CD-RW as a storage option. By comparison, the worldwide shipments of CD-R and CD-RW drives this year is estimated to be more than 6 million units, up from 2 million in 1997 and 1 million in 1996. That's right. CD-RW drives are going to sell more units this next year alone than total Zip drives have sold in history. CD burning is a wonderful tool for archives, backup, and distribution. Just yesterday, our HTML/Shockwave guy backed up his entire 6 gig hard drive onto CD-R discs. Total cost? We buy CD-R discs at J&R Computer here in NYC for 0.49› apiece after rebate. That means we backed up 6 Gigabytes of critical files for less than $3. That my friend, is the reason why CD burning is rapidly becoming the way to go. The CD adoption rate is totally eclipsing Zip sales. By the end of next year, there will be around 25 Million CD burners out there. In fact, our graphics guy is going to buy the same Yamaha 4260tx CD-RW drive (6x read, 4x write, 2x re-write) because it is so good. He is finally trashing his Jaz for good. Not that he used it much anyway. Actually he avoided it like the plague due to its "flakiness." He has about 7 or 8 jaz discs he bought in the first year he owned a Jaz drive. He hasn't bought a Jaz disc since. CD burners sales are growing at a geometric rate. This is something Iomega failed to do with Zip. Now, the CD-burner adoption curve is clearly leaving Zip behind.

To: Trakker who wrote (287)	6/30/1998 1:00:00 PM
From: Vanni Resta	Read Replies (2) \| Respond to of 10072

Tracker: "then why waste your time here?" The typical mentality of a shill! Being completely self centered, it is impossible for a shill to believe that someone would do something out of their own goodness simply to help other people, ie. protect them against shills. My gain is that I have made the world a better place. I know this concept cannot sink in to the head of a shill, so do not even bother flaming me for being naive, an idiot, etc. Just be glad there are still people like us in the world. We make it a better place for everyone, even people like you. And we do not mind helping even people like you, because we are altruistic. "then proceeded to become an antagonist bent on making sure this board had no civil discussion." Wrong! I favor open discussion in arenas not dominated by shills. "Why? If we, as Iomega longs, are such idiots that we can't see the demise of this company, then fine." Wrong! I have nothing against IOM longs. I despise shills. There is a big difference. "But, I've asked you and Rocky to go out and do some research on adoption rates..." Wrong! Everyone has their own investment method, and mine is quantitative analysis. So please do not try to impose your system on me. Again, though, this is not surprising, since shills tend to be domineering control freaks. That is part of the personality type. As for your investment approach, I think it is ridiculous that any layman thinks he can figure out any specialized sector enough to understand trends and products well enough to make investment decisions. Even the professional analysts getting $1 million a year plus bonus, and who have great access to information, get it wrong often. Even the business people working right in the field get it wrong a lot. Just look at Iomega! But I will never ask you to follow my system and develop a computer model that analyzes dozens of different trends involving things like earnings, margin, revenue, etc. etc. So please don't ask me to follow your system, and please do not define a "useful" discussion as one that is focussed only on your system. "BTW, my price per share is none of your business -- though I will say.." Come on Tracker! We all want to know. Whaddaya ashamed? Happy Investing! Vanni