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

To: Michael M who wrote (8817)	4/7/1999 5:49:00 PM
From: Rocky Reid	Respond to of 10072

>>I have tons of shares and will profit mightily from any blockbuster announcement this quarter. That said, I also have a few Apr 5 puts.<< A wise move. >>Nearly all digital camera makers will soon offer a Clik-Built-In option.<< Not likely. This means that cameras makers would have to oblige Iomega and redesign their cameras to be bigger and bulkier in order to fit Flop! inside. Remember, Flop! drives need a big clunky rechargable cell-phone-type battery to work. The current CompactFlash Standard is much smaller in form factor. You can't even fit a bare Flop! disk in a CompactFlash slot. Flop! disks are too big and wide. >>Clik-Built-In will be included standard with many high-end cameras.<< I doubt this too. IBM has much stronger influence among OEM's to accomodate their Microdrive. And besides, IBM's MicroDrive can fit into a CompactFlash type II slot, which numerous high-end and just released moderate level cameras already feature. Flop! disks themselves are too big and wide to fit into any Industry Standard CF slot, whether it be type I, II, or III. Flop! is just plain too physically big. There is a rumored PCMCIA type II and/or III-sized Flop Drive, but these old-style PCMCIA slots have gone the way of the dinosaur. Consumer digicams kissed the PCMCIA slot good-bye more than 2 years ago. The PCMCIA slot has disappeared completely from all but the most high-end $$$ of digicams. Don't expect a return to an old interface like PCMCIA just so the industry can oblige Iomega. >>Clik will be widely acknowledged as the most useful and sexy widget this side of Pristina.<< And when will this happen? Obviously, other companies don't seem too thrilled about it, as evident by Flop!'s noticable lack of OEM's. >>Clik will capture approximately 85 percent of the 'digital film' market.<< The problem with your "digital film" model is that digital film can be used over and over and over again. No need to buy disk after disk. Just erase your CompactFlash card or Flop! disk after you've printed out pictures and/or archived the files to (very) economical CD-R. The Flop!'s "digital film" model is even more flawed than the Zip's "Razor Blade" model.

To: Michael M who wrote (8817)	4/7/1999 10:36:00 PM
From: Michael Perrault	Read Replies (1) \| Respond to of 10072

>>>>>In the Q4 CC, acting IOM Head, Rocky Reid will explain to analysts and shareholders that there was no way the company could have forseen the sharp rise in lobster prices brought on by the DOW hitting 50,000. "It's a supply and demand thing," he said.<<<<<<< This sums up RR perfectly. Can you believe he's still 'flogging a dead horse' over on the Syquest thread. He keeps ballyhooing the Castlewood's Orb drive...which is still vaporware, and Castlewood isn't even a trading company; Its privately held. Talk about illogic - unless he's short IOM in a big way. But then he recently posted that he just bought a bunch of IOM. What a BS'er!