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

To: BubbaFred who wrote (7987)	3/5/1999 9:16:00 PM
From: Naggrachi	Respond to of 10072

<<Why are you posting in a thread full of donkeys? >> It takes one to know one, eh? Zead

To: BubbaFred who wrote (7987)	3/6/1999 9:51:00 AM
From: BubbaFred	Read Replies (2) \| Respond to of 10072

A DD NOTE TO MYSELF. DO NOT REPLY! In my dd work for potential IOM buy, I went and use information in SI threads. Searched for posts on IOM and found this one the most active, and most likely to be the most informative. Luckily, Rocky was posting here and he was the lone voice and was getting blasted by all the donkeys in the barn. That made me do a more thorough dd. Thanks to Rocky, I did not become a donkey. Hopefully many others also did not become one. What struck me was the tone of the thread: too much pure pumps, hypes, hopes, and gropes, which are typical donkey squeals. What Rocky's posts told me was: Bye-bye now with a smile, or say Good-bye later. After reading many posts, I made some conclusions and one of my previous post stated: " ... Rocky's posts to be rational and logical whereas many other posts tend to be emotional with hype, hope, grope, and pump types, I determine IOM's upside potential will be limited." I looked at Rocky's profile and sent him one private message. His reply convinced me that he is just as I stated - Rocky's posts are rational with knowledge and foresight. Investing in technology field, I must be able to differentiate the fluffs from the bluffs. I need to concentrate finding any hidden silver lining. Must absolutely see two years ahead. That's looking at technologies ready for the marketplace, and the ones that will make a difference. Looking further ahead than two years can be confusing, because of uncertainty on demands, changes in trends and applications, and that's too much time to allow fruition of something else new that will blow in from the left field. Looking forward, one key I had been looking for, was weather IOM has a strong R&D dept. I was intrigued why they bought the rights to SYQT's technology. Perhaps that will be key to IOM's future technology. Conclusions - IOM had little or weak R&D. In this rapidly changing and innovative times, this weakness is big minus. Therefore, whatever new product they will take into the marketplace in the next year or two, it will easily be leapfrogged by the more leaner and meaner Castlewood, and/or others. Here is the key indicator: iqc.com In this industry, the ones with the technology that will set the standards in the next two years are drifting up. The others are drifting down. For the immediate future, those Orbs have the strong potential to accelerate IOM's demise. Orbs is real threat, as one can see the pricing pressure that is already here now, and will become obvious very soon. That's also immediate pressure to the bottom line. Orbs will make Jaz1 be Iomaniacs' antiques in three months. Orbs will also put pressure on pricing of Jaz 2 and both 1G and 2G disks. Those who recently bought or soon will be buying Jaz, will soon come to realization and will become much wiser shopper in the near future. There will be some returns or exchanges in 3 months, to get the Orbs instead. Here is another key (substantiates one of Rocky's posts) for the next three years is from ones who know the ins and outs of a PC and who are also value conscious: sig.net " Removable Media Drives - The smaller Zip, Syquest, and LS-120 drives will soon be pointless, despite rapid price drops (Zip as low as $89). Why? Because CD-Rs are getting more affordable and very fast CD-ROM drives (36X, 40X, and higher) are available. Why pay $20 for 100 or 135 megs when you can have 650 megs for $3? Most PC owners already have CD-ROM drives, so why waste money on a new format? Plus, you can make all kinds of CDs with a CD-R. For now the Zip and Syquest are cheaper, but if trends continue the CD-R will be king by the year 2000. "