SI
SI
discoversearch

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: Ken Pomaranski who wrote (5750)1/13/1999 1:57:00 AM
From: Michael M  Read Replies (1) | Respond to of 10072
 
Ken.....how nice of you to return to the thread and begin with a load of condescending BS.

Way past your bed-time, little man. Off you go.....



To: Ken Pomaranski who wrote (5750)1/13/1999 5:13:00 AM
From: Dale Stempson  Respond to of 10072
 
>>> First, I hope you are enjoying your 'no bear, fantasy dreamworld thread.' Without any bears to keep things in check, Iomega looks like the next intel, doesn't it? It's always best to invest with your eyes closed... <<<

I wish there were more bears and devil's advocates posting here. A diverse mixture of opinion and analysis certainly makes the thread interesting and informative. If you know someone who can help us out by providing some intelligent opposing dialogue, please let us know.

<g> ...just kidding Ken

Re: Clik!

While I'm not convinced that Clik! will be a huge hit, the product has emerged from Vapor! status and does appear to have some initial interest from the likes of NEC, Matsushita, Compaq, Sharp, AGFA, Citizen, Varo Vision and a few others. I believe there is a large market out there for small, lightweight, portable storage and Clik! has the potential to be a popular solution.

>>> People will either store photos / pictures on a CLIK! or ZIP, not both <<<

Perhaps what is most important here is that both products are made by Iomega. I'd rather see Clik! steal some sales from Zip, than see a competitor do it.

>>> Not much mention about the Superdisk and Compaq. Compaq is a smart company... Now why would they be doing this? You must understand the answer to this question if you're investing in Iomega... <<<

Good question. I'm not certain. I doubt it is a result of customer demand as Zip clearly is the product of choice. Perhaps it has something to do with Compaq's investment in the technology and/or their cost basis on the drive. What do you think?

Regards - Dale





To: Ken Pomaranski who wrote (5750)1/13/1999 8:14:00 AM
From: Bob B.  Respond to of 10072
 
Ken,

I share some of your concerns about Clik! I bought a lot of IOM in October because it looked like a good deal given the Y2K situation. I did not consider Clik! in estimating 1999 targets because I could see no immediate million-unit sellers for this product.

In theory, small, lightweight removable storage should be a winner, but I think much will depend on Iomega's ability to bring the cost down. I agree that digital cameras will not achieve mass-market status, with or without Clik! built in, unless prices come down considerably. The large-volume sellers could be MP3 players, electronic books, miniature dictation machines, and smartphones, but the products that use Clik's capabilities don't exist yet and, if they are developed, prices will drive sales. Clik! does seem to be cost-effective versus flash cards, particularly when a large amount of memory or frequent replacement is required.

I suspect IOM has gambled the $70 million they spent on Clik! R&D partially on an "if we build it, they will come" theory. It's somewhat risky. While the products that may use Clik are being developed, someone might come up with a removable-storage system that has more capacity and is even smaller and lighter.

All that said, I think it will take a year before we begin to see how the OEM crowd makes use of Clik! I think we may see a whole raft of new products, but I'm hard pressed to say what they might be. The trends, though, are there. People want it lighter, smaller, and with more features. Desktops and laptops have become memory hogs so people can have bells and whistles, and there's every reason to believe that the same will happen with small handheld devices.



To: Ken Pomaranski who wrote (5750)1/13/1999 9:08:00 AM
From: BeachBum  Read Replies (2) | Respond to of 10072
 
Ken... As far as a dose of reality, do you serve this to the YHOO, AMZN, ect threads ?

I worked at Compaq for almost 11 years and I can truthfully tell you I never once came across anyone with an LS (lousy-slow) 120, ah I mean superdisk (if you rename an ugly duckling it becomes a swan). As I said in a private email to someone on this thread Compaq would put an abacus in a box if they thought they could make an extra penny.
I did know plenty that had Zip drives in their computers however.
Did you know you have to use caching software to copy data to your hard drive first when using a superdisk because its sooo slowww.

Before you call me a disgruntled ex-employee I'm still way long in CPQ and have been for over 10 years, but they're not perfect, let me think back, oh yeah last February ! I'm one who wish that Sony would get their Hifud out the door, even you have to admit, it would kill the superdisk. Compaq has to know this to. I mean if they were both available which one would you buy for about the same amount of cash ?

The monster SEG quarter should have a positive effect on the drive stocks today.

BB ^-^-