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

To: Sosmartinov who wrote (7890)	3/3/1999 8:39:00 AM
From: Zakrosian	Read Replies (1) \| Respond to of 10072

Thanks for the link to the article. I found it to be the most balanced overview of IOM's position that I've read. IMO, if (still a very questionable if) IOM does replace the floppy - or simply become widespread enough to be the recognized standard for removable storage - the upside potential is very big. Iomega will then be in a position to increase their margins on the drives themselves. I think Ken is in error in viewing Zip as a commodity like hard drives; that'll only be the case if other companies can produce a competitive drive that can read Zip disks.

To: Sosmartinov who wrote (7890)	3/3/1999 11:11:00 AM
From: Gottfried	Read Replies (1) \| Respond to of 10072

Sosmartinov, thanks for the link. This statement is encouraging... The key question is whether or not the replaceable magnetic disk will replace the floppy. If it does, and it appears as though it will, Iomega will be the Intel (NASDAQ: INTC) or Microsoft (NASDAQ: MSFT) of the industry so far as the company will have unlimited potential to leverage the technology and gain additional licensing revenue. First Montauk estimates that the chance of this occurring is about 5 to 1. If that progression occurs Iomega's multiple will expand rapidly, and the upside could be enormous. Gottfried