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Friday, October 24, 1997

Thursday, Iomega closed at $28 5/8, down $15/16 (-3.17%).

TODAY'S RECAP: A rocky day in the market kept many posters from chiming in yesterday, but those who did were treated to an array of posts on such subjects as Nomai, Terastor, and an Iomega-friendly printing shop (complete with pictures).

Enjoy!

INDEX: Use the Search or Find feature of your word processor to locate the article number (Find: 1++, 3++, etc.) - or use AOL's Edit>>Find in Top Window Feature. If Find in Top Window is dimmed, just click on some text, anything, in the IOM Today window and try again.

1++ Bsutton2 questions some information regarding Terastor.
2++ IraS1 discusses patents and Iomega's case against Nomai.
3++ RH22182 with a brief description of an interactive advertisement/display from Iomega.
4++ HeyKerry reports on an IomegaReady Bureau print shop with URL for pictures.
5++ Fourth W supplies news on a Roland product with IOM Zip.

Recap written by TMF Weekly; posts compiled by TMF Weekly.
Edited and mailed by TMF Selena.
Kudos? Gripes? Questions? Let us know.

As always, the following posts represent the thoughts of our contributors, not those of The Motley Fool.


And now, the Best of the Board...Started 9:01pm ET 10/22/97.

1+++++++++++++++++++++++++++

Subject: Re: Terastor
Date: Wed, Oct 22, 1997 23:31 EDT
From: Bsutton2

<< I think there must be some other technological element to this we don't know about that would change the import of this announcement, but it's way over my head. >>

Before we get too worked up, do we know that Terastore even intends to pursue the desktop floppy replacement niche?

I could be way wrong on my recollection of this, but I believe that one of my customers at a large money-center bank told me about a company that may have been Terastore last year. He described a startup company that was developing ultra-high capacity removable storage devices for their potential to replace Storage Tek and IBM tape silos in large archival data applications. The company he'd visited had a distinct focus on the high end of the market, where multi-user read/write capabilities and mainframe channel attachment are important, but where the data volumes dictate the extremely low cost-per-megabyte figures you get with removable storage, i.e. much lower even than current RAID platforms, but much faster-performing than all the various optical schemes. The name "Terastore" rings a bell. As I recall, the company under discussion had perfected some proprietary method of inscribing pits on a rigid aluminum platter and -- aside from the densities involved -- their chief claim was that this media didn't need to be replaced every six or so years (as high-density archival tapes are). It was a distinctly archival, rather than interactive, media.

If I've recollected the wrong gadget, blame it on the late hour and this excellent cabernet I've been hoovering all night.

Bob Sutton

2+++++++++++++++++++++++++++

Subject: Re: Kernels in Cement
Date: Thu, Oct 23, 1997 02:05 EDT
From: IraS1

<< Bob and Ira..... since I started this thread (from something I saw on the SI board) I'd like to better understand in layman’s terms just what it all means. You guys have done an incredible job of dissecting the material. As I understand it now...... Iomega has a strong case in protecting the media description tables, but, infringement of the adaptor description tables does not warrant a legal cause of action.

I still have one basic question..... do we appear to have a good case to rescind the German decision and reinstate the French TRO? Thanks for your endeavors. >>

BlckMarlin,

If I understand Bob and the patent correctly, Iomega may have a case in protecting the media description tables. I say "may" because I'm still not clear on where the patent refers to the media as part of the patented invention. As to the device and adaptor tables, there cannot be any infringement since (presumably) we are still talking about Iomega (or licensee) Zip drives. Nomai is making disks, not drives, and the data required to create the kernels and drivers must be loaded into system memory before the Zip drive is recognized. As I see it, there are several ways to do this: through BIOS (the bootable Zip drive), or through reading it from media mounted on an device which is already recognized by the system (eg., floppy drive, hard drive, CD, network, etc.).

As to whether Iomega has sufficient evidence to alter the European court decisions - I don't know enough about European patent law to even begin to guess.

Ira Smilovitz

3+++++++++++++++++++++++++++

Subject: IOM interactive marketing program
Date: Thu, Oct 23, 1997 20:22 EDT
From: RH22182

I was at MicroCenter in Fairfax, VA today and noticed a IOM display with a PC running an interactive video application showing all of IOM's products. Was pretty good. The funny thing was there were no IOM products as part of the PC. No internal or external Zip/Jazz/Ditto. I guess it was more of a do what I say not what I do kind of a marketing thing.

4+++++++++++++++++++++++++++

Subject: Hats off to IOM Marketing....
Date: Thu, Oct 23, 1997 20:33 EDT
From: HeyKerry

I walked in a print shop yesterday with some client jobs and was surprised and amazed to see IOM's new marketing presence....

On the front door, right along with the Visa and MC symbol was a big ol' 'IomegaReady Bureau' sticker.

When I walked up to the customer counter to ask about the new sticker, I found myself looking at the coolest wall clock, entitled "An Hour in the Life of an IomegaReady Bureau", with humorous stuff written all over it....

I went back today to look at proofs and brought my lil' Casio along.....here's some pix of the iom stuff

(if that doesn't work the link is http://members.aol.com/heykerry/iom.htm

(at this time, for some bizarre reason, the address loads find thru Netscape and MS Explorer but not the AOL browser...vewwwy stwange)

Anyway, considering all the equipment this place has..... Xerox and Canon copiers, Heidelberg presses, Macs, scanners, bindery, prepress, etc....it's impressive that IOM is the only mfg'er to have it's 'stuff' plastered all over the place.....wonder how they managed it...

If I was wearing a hat I would take it off to IOM's marketing dept...

5+++++++++++++++++++++++++++

Subject: More GREAT MUSIC NEWS/IOM
Date: Thu, Oct 23, 1997 21:36 EDT
From: Fourth W

Once again as everyone is worried about Hong Kong and the price of the stock, I wanted to bring this board some good news re: music and IOM. Another unit made by Roland now the VS-840 comes STANDARD with a ZIP drive and the sales pitch goes like this" The 840 records its digital audio to 100 MB ZIP disks (great large picture of a ZIP disk), allowing you to easily store and retreive songs and collaborate with friends. Depending on the recording mode you've chosen, the 840 can store between 37 and 75 minutes of digital audio on a single, inexpensive ZIP disk."

Last year Roland sold 30,000 units of the more expensive VS-880, then they expanded it with software ONLY available on a ZIP disk, now they are offering new CD mastering software, again only available on a ZIP disk. If the VS-880 sold 30,000 units, you can bet that the less expensive VS-840 will sell much more than that no doubt. Extrapolating from my own personal recording tie ratio of about 10 ZIP disks (excluding all my JAZ carts) you are looking at perhaps a few hundred thousand if not at least maybe 1/2 million ZIP disks a year just for this music recording use. Now who doesn't believe this company (IOM) is going to make money?

To hear samples of music recorded on ZIP and JAZ disks just click here Welcome To Shahin & Sepehr Page (www.worldinternet.com/sos)

_______________________________

End Report. Posts covered through 9:30pm ET 10/23/97.

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