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

To: Ken Pomaranski who wrote (7589)	2/21/1999 2:07:00 PM
From: Frank Drumond	Respond to of 10072

>The much better model is the flash and IBM removable disk model. With these devices, there is NO COST BURDEN on the ultimate manufacturer. People here keep throwing out this cost/Mbyte calculation. This may be important in the long run, but it misses the most important item: initial cost for the first Mbyte.< But it is fair that the consumer will make a choice as to how they will store and transfer data. The IBM drive is slick but it is $500 for a single drive. Granted, it holds plenty of data but are users willing to pay that much for the memory. Reminds me of the Kitty Hawk drive from HP. The press loved it but the cost was prohibitive. Clik! is a pretty handy device. I don't see it as a competitor to Zip at all it merely compliments. I've got two Clik! drives and they perform well. The removable market is broadening. I went to Best Buy yesterday to pick up a second computer for home. Bought an ATAPI Zip for it as none was included with the model I wanted. Overall a high percentage of the machines have either a Zip or a SuperDisk in them. SuperDisk is making a push now. Becoming more prevalent and makes more sense when integrated. Almost got one of the machines with a SuperDisk but my other home machine has a Zip. Also, still don't care for the speed of the SuperDisk but I am test driving one of the 2x SuperDisks in a system at work. Since people keep talking about COD around here let me offer my perspective. I have between machines at home and work, over 20 Zip drives of all flavors including 250's. I also have over 100, closer to 150 disks. Most of these are used very heavily in a software testing environment. In the three years I've been working with these I've seen the COD on one DISK, never a drive. If a disk loses its calibration track you can get the COD but it is really a disk problem. Anyway, the Zip and Jaz drives I have have demonstrated lower failure rate than any hard disks or CDs we've worked with.

To: Ken Pomaranski who wrote (7589)	2/21/1999 3:45:00 PM
From: Jeff Hayden	Read Replies (2) \| Respond to of 10072

Ken, Your answer to BB's question was a good reiteration of your well known views of Iomega Vs OEM and your opinion that Clik! is an immediate failure. However, you didn't answer BB's question: >>>If the removable market hasn't much potential for profit and is not worth entering why are so many big boys trying to enter it: IBM, SONY, Compaq ( Superdisk consortium ) etc... <<< So, why are they going after the removables market?

To: Ken Pomaranski who wrote (7589)	2/21/1999 9:18:00 PM
From: Jim Munroe	Read Replies (1) \| Respond to of 10072

Don't the arguments against CLIK! in effect argue that Mavica is a failure? From my simplistic view, if Mavica is successful, CLIK! will do very well. A floppy is bulky, slow, low capacity and must drain more power. People seem to love it. Why would these same people not love CLIK! even more?

To: Ken Pomaranski who wrote (7589)	2/23/1999 1:46:00 AM
From: BeachBum	Read Replies (2) \| Respond to of 10072

KP... You responded to my post as if IOM's biggest profit margin is the DRIVE ! That is a very good and concise question. Let me give you my views: Generally, when you at at the whims of someone else to make a profit, (the OEM model) it is difficult to make money. The part of the value chain that makes the final product (the computer) squeezes everything underneath it. PC makers are getting squeezed as PC prices keep dropping. Hence, they put the clamps on their suppliers. Iomega did much better when they where selling directly to the consumer. Unfortunately, that market has started to saturate, shifting unit volumes toward the much lower margin OEM devices. I have said for 3 years now that this would happen... The 'treadmill effect'. Talk about putting your own spin on things, and being so affectionate with the pile of Rocks makes me think you are one ( a Rocky personality ) If this is the best bear spin you 2 have I think it might be time for me to buy my trading shares back ( I'll have to look at the chart first ) Besides IOM is just a three letter stock to me that I make money on trading, just as CPQ is an they recently laid me off, but there's no reason to get emotional about stocks, you ( and others ) think you'll make more on the down side , others see the opposite. I just like to follow the battle for the next removable drive standard. As others have mentioned there may be more than winner. There definitely needs to be one. IMMHO You state you don't have a position in IOM, if I sell all the stock I own in a company I don't hang out on there thread unless I'm considering a new position. At least the bulls around here admit we're bulls the bears always claim not to have a position or will claim they went short at the last absolute top. One position I have is a long one. When I feel its time I double that position. Right now I only have my long position. I'll tell you and Rocky,Inc. my cost avg and post when I buy and sell if you and all the ( other ) Rocky's will. Why are the bears so covert ? K.P. you are so infatuated with IOM and so adamant that their business model won't work then go short and let us know at what price, you don't have to tell us the quantity. BB ^-^-