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

To: HardMoney who wrote (5352)	12/28/1998 8:16:00 AM
From: Philip J. Davis	Read Replies (1) \| Respond to of 10072

Here's the link to the AppleInsider story: Yosemite Power Macintosh Configurations! appleinsider.com >>350MHz configuration will come packed with a 12GByte IDE hard drive, a 24X CD-ROM, 128MB of RAM, and a built in Iomega Zip Drive<< Also found this: appleinsider.com Lombard PowerBooks >> Lombard (PowerBooks In 1999) The next major leap for the PowerBook G3 Series will take place in January of 1999 (or quarter 1 to stay on the safe side) with the introduction of the PowerBook G3 running at speeds of 415MHz with a faster system bus, and dual onboard USB ports. Among the other rumored features of the next-generation PowerBook G3 are standard DVD and Zip drives in some of the high-end configurations, UltraDMA drives, and "standard" RAM.<< Philip

To: HardMoney who wrote (5352)	12/31/1998 1:05:00 AM
From: HardMoney	Read Replies (1) \| Respond to of 10072

This is a portion of an e-mail I just wrote to someone.......I thought some of the info would be interesting to all: >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> BTW I spoke to Tyler Thatcher today Iomega IR (he's really a cool guy , I think) and had a lengthy conversation about a variety of issues, unfortunately a forgot to take notes....I really couldn't I was driving when I spoke to him.......the issues which I can recall are as follows: 1. Internal clik drive will sell to oems under $100 dollars....if I remember correctly he said "significantly below $100", I seemed to have come away from the conversation with a geusstimate of $70-$85 for oem internals.......IMHO this is big. Most people I know, including myself, thought that since the externals were at $200 the internals would be between 100 and 150......So now lets do some math and lets be conservative..........lets say the average digi cam costs $400.If iom sells the drive for 80 to the oem he can add 20 and still advertise at $499. Now lets take a look at the cost of Flash media......well according to Sandisks web site: sandisk.com, 40 MB of memory costs $190........while 40 MB cost $10 from clik..........so, therefore, ergo............currently to get 40 Megs of storage you need to spend $400 for a digi cam and $190 in Flash memory = total of $590. With clik, The digicam is $500 and the 40 megs are $10 = total $510 and with retailers that equals $499.95.....that a nice thought isn't it. Now the best part....after you've taken and stored you pictures on clik! disks, if you the right connector (I'm not tech savvy) you don't need a external clik with its "docking Bay" to transfer the images to your computer ...you PC will read is right off the clik! disks..............also a good thing IMHO. 2. Virtually all the Buzz Boxes sold this quarter were already expensed out as inventory in previous quarters...........any $$$ they get is pure profit at least as it relates to Q4.........company does however have plans to add some marketing punch behind the line. The are decent margins on the Buzz Boxes.....but more than that the drive Jazz disk sales. 3 The SB coverage was worked on for a long time......SB's est for Q4 is 6 cents which leads me to believe we'll see 8 cents or better this quarter....don't forget we have tax loss carry forwards.......IOM will not pay tax again at least until Q3 99. 4 Beyond PC is getting big commitment ...........BTW I don't know if you've seen this Website, www.z64.com , its a Nintendo related product....Tyler didn't even know about it yet..............on a serious note.....inner management seems to be more tight lipped than Hype mongering, this is good IMHO. 5 Huge Asian demand for external clik!s 6 No improvement with licensees..........of course, maybe IOM becomes so efficient that they don't need to rely that heavily on the licensee:) 7 Almost had another large brokerage house initiating coverage, but the analyst quit to run a hedge fund.......I don't expect more coverage until after Q4 or maybe even Q1 99. 8 Record/Play-Download/Read?: They are talking to a lot of different companies about expanding the use of Zip and Zip disks i.e.. Amazon.com re: books.........no other specifics mention but indicated that the company is talking to more than a few company in the music recording business. 9 Mr. Glore's compensation package is directly links to share holder value......ie he the gave him a shit load of option and will give him more if he can get the job done...................also good.............also good............ <<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<