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

To: Mel Boreham who wrote (8627)	3/30/1999 1:44:00 AM
From: FuzzFace	Respond to of 10072

Amazing. The first genuinely good IOM news in months is in a cc that downgrades IOM on the basis of a channel check. ... Iomega has shown a pre-production version of the clik drive that goes in a pcmcia slot which most notebook computers and PDAs have, which would provide that 40 MB capacity for those kinds of applications. It's a virgin market because there's not a lot of older technology solutions that are available to meet those market demands. ... ...Jodie Glore “quality is everything” and the products are tremendously strong in the quality area. We've just had this little recall in Jaz, but those things happen I don't think any reflection they're going with this six sigma thing. I really believe you're looking at a company that's doing a lot of things right. ... God help the stock price if they start doing a lot of things wrong.

To: Mel Boreham who wrote (8627)	3/30/1999 3:26:00 AM
From: Reseller	Read Replies (1) \| Respond to of 10072

The boys sure have a hard time being anything but bullish on the company don't they ? IMO the advent of the lower than expected stock price has compelled the rating change. Can't say as I blame them they've had a strong buy out and the stock price continues to drop. Now that they're in a neutral position it will probably rise. I don't agree with their contention that IOM needs more advertising. They own 85% of the market and it doesn't make sense to promote at a time when you know the sales aren't going to be there. This quarter is a known seasonally slow quarter. I would also take issue with their praise of K.E.'s business practices and further feel that it was K.E.'s short comings that hurt the company in 1998. Serik did an outstanding job executing the rescue of the company and I believe that Glore will surprise. Regards Reseller

To: Mel Boreham who wrote (8627)	3/30/1999 10:15:00 AM
From: Ken Pomaranski	Respond to of 10072

Some things stand out (reiteration of things I've said for years): << the person who bought the computer might have bought that as a bundle and doesn't really know how to use that zip drive or zip disk >> Selling ZIPs to Joe sixpack will lower tie ratios... << The floppy has changed its role over the years, it's no longer a software distribution vehicle, it's more for just saving a few small files, and it has no better use than that. It's biggest strength is its price, it's dirt cheap. For any technology to replace the floppy especially In today's environment of constantly reducing the price of pcs, nothing's going to replace the floppy unless the price of the replacement is going to get down to the sub-$20 price of a floppy drive to the oem. >> BINGO! The thrust of the argument: (1) no SW distribution, hence low demand (2) Price, Price, Price.. kp