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

To: Reseller who wrote (6824)	1/27/1999 2:37:00 AM
From: Reseller	Read Replies (2) \| Respond to of 10072

A bull's side.. I also don't want to get into a protracted discussion on the merits of the OEM business plan suffice to say that margins have improved at a time of decreased prices on top of increasing volumes to the OEM's at lower margins. It is the increased margin that is IMO the real standout of the quarter, this above all was the most surprising. The formula is ( minus + minus = plus ) it doesn't get better than that. I agree that Superdrives could increase in volume and believe that there will end up being more than one vendor of hi-density drives just as there are more than one of everything else in the industry and having said that I expect IOM to have the largest market share. Consider the revelation the other day that Apple's notebooks are now coming exclusively with Zip drives. Further that more and more the industry's value of the 1.44 floppy is diminishing, the stage is set. IMO something has to take the place of the 1.44 drive and further consider that to date only 10 - 12 % of the systems now have Zip and even at 50% market share Zip would contribute a residual income from disks that would be incalculable and so goes the bullish side of the story , you've heard it all before. Can it happen ?? I'll stick around just in case I think at this time it's still possible. IMO Superdisk's life lasts only as long as the 1.44 drive.