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Tuesday, May 20, 1997 Iomega was down $3/16 Monday, closing at $17 3/8 (-1.07%)
Mark Rogo wrote: >>>The thing that puzzles me is why all of you aren't afraid of a consortium that includes Compaq, Imation, Matsushita, Mitsubishi, Fujitsu, and Siemens Nixdorf. The combined sales of those companies is easily a quarter of a billion dollars, vs. Iomega's $1.5 billion<<< An incredibly one sided comparison. You include OEMs, licensed manufacturers, media suppliers on one side and Iomega on the other. Fujitsu? The company that helped Iomega launch the Zip? One small subsidiary in Italy or somewhere announces they might OEM the A:drive, please. If you expanded your Zip list with the criteria you used for your LS-120 list you would get the following "consortium" backing the Zip: IBM, Fujitsu, Matsushita, NEC, Sony, Maxell, Compaq, Dell, Gateway 2K, Hewlett-Packard, Texas Instruments, Adaptec, Motorola and Iomega. Total up those annual sales and I bet your (well you had $250 million but I know you meant) $250 billion looks silly. We had a thread asking for proof that MCI is making Zips. Where is the balance, where is the proof that any company outside of O.R. Tech is making LS-120s? Has anyone ever seen a Panasonic LS-120? Nope. How about a Mitsubishi brand LS-120? We don't have to wish the LS-120 dead. Look around. Its been 12 months, its ridiculous to even be discussing this drive as competition for the Zip. Did it take the Zip 12 months to grab mindshare and jump to big sales? If the LS-120 was going to make any noise it would've happened way before now, IMO.
I would guess current Zips sold: 6.3 million Sold since LS-120 starts shipping 5/96 (to make things fairer):
Zip: 4.0 million Does anyone really think that in 5/98 those numbers will be reversed? Come on. TMF Keeler Patrick Keeler P.S. Join me for a chat Tues 8-10 PM and Sunday 10-11 PM :) (all times EST) The Motley Fool: Foolish Chat Central
INDEX:
1) NSACORAF offers a channel check from
San Diego End Report. Posts covered through 12:01 am ET 5/19/97.
WE
DELIVER - Get IOM
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Written and compiled by TMF Cheeze
and MF Jeanie.
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