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

To: Rocky Reid who wrote (1934)	10/5/1998 4:37:00 PM
From: Ken Pomaranski	Read Replies (3) \| Respond to of 10072

Fellow investors: What Rocky said here is significant and shouldn't be tossed aside lightly: << Micron has dropped their Zips. Gateway is also dropping their Zips. These facts are now confirmed. Apple seems to also be phasing out Zips. Barely half of their configurations offer Standard Zips when before, the majority did. Even Compaq's Zip standard inclusion is falling on a model basis. Gateway is now leading the pack by including a CD-RW drive as STANDARD is their newest 450mz computers. >> When creating your earnings models for Iomega's future, you must take reality into account. It helps! Realities are that the ZIP looks to be losing market share due to two factors: (1) Competitors finally making inroads (2) Severe drops in computer ASPs For those who say Iomega will increase penetration by 20% per year: I ask you, what is the driving force??? Explain to me how this will happen? No one has taken this challenge yet. kp