Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Cogito who wrote (7408)	2/17/1999 1:25:00 PM
From: Ken Pomaranski	Read Replies (3) \| Respond to of 10072

I said: >>Doesn't address the MAJOR drawback of CLIK!--> Cost for the OEM to include... What do you think the market is for $1000 cameras? Would a kid pay $200 more for a $20 gameboy? Who would pay $200 more for a $100 phone? The Clik! statements in the analysis are ludicrous, at best!<< You said: Again, you are basing your conclusions on logic alone, without having market research data to back you up. ** Sometimes logic comes in handy! This is the first test that should be applied. I don't need market research to tell me that people will NOT spend 2x-3x on a handheld item just to get this feature. Maybe as an addon, a handful might buy it as an accessory.. As Iomega discovered, there is a huge inflection point in demand of any device at $200, and again at $100, and again below $50. The addition of a CLIK! device blows out all these important price points. THIS IS IMPORTANT, and should not be ignored or explained away, because it can't be! Read that paragraph again. It sums up the entire CLIK! issue. You anecdotal evidence is interesting, but is meaningless. The early adopters always show interest at first. The question will be the distillation into the masses. Don't forget also that many of the CLIK! buyers will not then require a ZIP drive and disks on top of it! (cannibalization). You must also look at the market. ZIP's market is ALL PCs, so it's potential can be large, CLIK! is all digital cameras.. Does anyone here know the size of that market, broken down by price points? I bet that no one has that information here, but it is CRITICAL if you own this stock...