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

To: Frank Drumond who wrote (8411)	3/19/1999 11:56:00 AM
From: D.J.Smyth	Respond to of 10072

<<This is probably the greatest risk for the Orb product. Investments are huge and part costs are high since per wafer head yields are typically low on the front end. The risk for Orb is that they are obviously forward pricing the drive since the volume production is the only way to make a profit at their price point. It will take time and cash for Orb to get to volume.... >> that's true. Orb is built on a house of loans - Syquest was built similar relative to addtl. share authorization. Orb is being financed by some Asian banks which have little current room.

To: Frank Drumond who wrote (8411)	3/19/1999 12:17:00 PM
From: Cogito	Respond to of 10072

Frank - Re: MR heads on tape You may be right about MR being useable with flexible media. Tape is very different from disks, though. I would expect that it would be some time before we see MR or GMR in Zip or Clik! type devices. I agree with you that Orb is probably not profitable now, and won't be unless they can get production volumes up to high levels. - Allen