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

To: Tom Carroll who wrote (6049)	1/18/1999 11:52:00 AM
From: Tom Carroll	Read Replies (1) \| Respond to of 10072

RE: Channel check, Albany, NY, COMP USA All, As promised, yesterday I revisited the COMP USA in Albany, New York. The one Sony HiFD I'd seen a few weeks ago was gone. (I now wish I'd bought it as a collector's item. <g>) There weren't any LS-120s at all on the aisle for removable storage, which is the first time that's been true in months and months. (I didn't check over in the Mac section for the status of things there--no time before they closed. Sorry.) The place was CRAWLING with Iomega products, including some PP Clik!s and various laptop Zips behind the counter, USB Zips galore, Zip 250s, and all the other usual suspects. There weren't any Clik! disks available yet, though. That was the only drawback I saw. There were plenty of Zip 250 disks. This was undoubtedly the strongest Iomega presence I've ever seen in this store. Long ago I said that it was certain that the Zip would eventually give way to some kind of replacement. It now looks pretty safe to say that the replacement will be the Zip 250. So now Iomega owns the turf for a good while longer. Let me be the first to say that, somewhere down the road, the Zip 250 will give way to yet another replacement. There's clearly going to be a buncha money pouring into Utah before that happens, though. And here's hoping that the replacement for the Zip 250 has a little "i" logo on it. Judging by the evidence of the past few months, and of the rollouts in particular, I'd say they've now gotten the bugs out of their production and distribution, across the product line. Therefore, the only question now is how low Iomega can get their prices while maintaining a good margin. For the next year or three, that'll be the primary determinant of the price of the stock. If they can hit the really sweet price points with a decent margin, this baby could explode. You heard it here first. No, check that. You heard it here second. The first time you heard it was when, during the shakeup of Iomega's top management, they claimed that they were going to take the company from being a $1 billion firm to being a $10 billion firm. I'm now a good bit more confident they're going to pull that off. MHO, of course, based entirely on tea-leaf kinds of analysis without benefit of a spreadsheet to back it up. Cheers, Tom (long IOM)