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

To: Ken Pomaranski who wrote (57105)	7/11/1998 10:28:00 AM
From: Trakker	Read Replies (1) \| Respond to of 58324

kp, first I don't think IOM should be courted, but if they were you need to ask yourself - how much is an installed base of over 10 million users worth? Pretty damn good ROI if you market to them properly. That's just one, I'm sure there are many more reasons

To: Ken Pomaranski who wrote (57105)	7/12/1998 9:13:00 PM
From: Kevin Linder	Read Replies (1) \| Respond to of 58324

IOM has NO potential to make money? I think you need to ask yourself why Sony, Avatar, SYQT, Castlewood, Swan are producing removable storage devices and are fighting for more of the market share. Also why the craze over CD-R devices. Removable storage devices present one of the best opportunities for a company to have good sales in the future. My thoughts on synergies is this: If one company is currently buying material to place in disk drive/removable storage devices then more purchases would/could be made cheaper. Look at IBM. Analysts have stated that IBM's disk drive component manufacturing operations are currently so efficient they are making money producing drive components and selling them to other IBM units and outside companies. If you have researched the disk drive industry you could see what a tremendous feat this is. Furthermore is SEG and IBM push harder then KMAG, RDRT, APM, HMTT, and others will have problems. This will make it harder for Sony, Imation and others to compete. This is what I mean by synergies. Kevin Linder