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Tuesday, February 03, 1998 Monday, Iomega closed at $9 11/16, up $5/8 (+6.90%). TODAY'S RECAP: Yesterday, while some folks were paying attention to what the Groundhog saw, Iomega message board posters were doing some different forecasting. Some entered into a debate over the viability (and veracity of a rumor) of using a Zip to store recorded video from a Sony video camera. Others discussed Zip SKUs, Clik!, the rebate settlement (as announced in the 4Q conference call) and even the quality of lyricism in ~NSACORAF~'s ode to the Beatles. 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++ Clay Hagan provides the URL for information on IOM's rebate lawsuit
settlement.
Recap written and posts compiled by TMF Weekly. _______________________________ And now, the Best of the Board...Started 9:00pm ET 2/1/98. 1+++++++++++++++++++++++++++
Subject: Rebate Settlement As announced in the Conf. Call, the Rebate Law Suit has been settled. iomega has an entire section of the iomegazine devoted to the issue. The link is: iomegazine(tm) - Company - Rebate Settlement [http://www.iomega.com/company/rebate/index.html] 2+++++++++++++++++++++++++++
Subject: Re: Clik! pictures << Very cool site. Looks like someone scanned a couple of promotional spec sheets for Clik! >> This is the front and back of a single sheet brochure that was passed out in massive quantities at Comdex along with other promotional materials. Since the chart listing the specs is virtually unreadable here..... Clik! Drive Performance charateristics High capacity, low priced digital storage for mobile devices: Cartridge storage capacity 40MB Cartridge spare capacity 1.2 MB MSRP $9.95 Acousical Noise(operating) 32 db Small Size-Designed for today's portable Products Dimensions Drive (lxwxh) 3.37" x 2.126" x 0.256" Drive weight 2 ounces Cartridge (lxwxh) 2.16" x 1.98" x .077" Cartridge weight 10 grams (0.35 oz.) High Performance for fast data transfers Avg. Seek Time <25ms Sustained Transfer Rate .7 MB/sec avg., 1MB/sec max .5MB min Rotational speed 2941 RPM Latency(Average rotational delay) 10.2ms Average Start/Stop time .6/.5 sec Able to survive the environmental extremes of mobile devices Operating Conditions Temperature: Operating -20 to +65C Storage-22 to +52C Shipping -40 to +65C Relative Humidity Operating 10 to 90% Non-operating 10 to 90% Vibration Operating 1.0 g P-P 5-17 Hz Non-operating 1.3 g P-P 5-27 Hz Shock Operating 100g 1/2 sine wave for 3 msec Non-operating 300g 1/2 sine wave for 3 msec Altitude Operating Up to 4,572m (15,000 feet) Extremely durable and reliable Reliability/Service MTBF 100,000 hours Service life 5 years Disk estimated shelf life At least 10 years Designed to be extremely power efficient Uses intelligent power management Operating voltage 3.3 volts Now just build the little buggers and get 'em on the shelves...... 3+++++++++++++++++++++++++++
Subject: Sony Zip Videocam? Sorry to interrupt the fascinating conversation of one poster with himself, but there's a rather interesting debate going on in our IOM web folder tonight. Seems someone posted that he just returned on a flight from Japan, sitting with a couple of SONY engineers who were playing with a High 8 video cam that had a built-in Zip drive instead of tape cassette. This caused a bit of a stir between one Fool who says it isn't possible due to Zip's capacity and transfer rate restraints and another Fool who think it is. Since I'm completely clueless, perhaps one you technical Fools would like to take a stab at the veracity of this claim. Here's a link to the start of that thread:
http://boards.fool.com/Registered/Message.asp 4+++++++++++++++++++++++++++
Subject: Beatles Revisions or Why I need Backups Songs the Beatles would probably write today . . . Yesterday
Yesterday,
Suddenly,
I pushed something wrong
Now all my data's gone
Yesterday, Eleanor Rigby
Eleanor Rigby
All the lonely users, where do they all come from?
Guru MacKenzie
All the lonely users, where do they all come from?
Eleanor Rigby
All the lonely users, where do they all come from? 5+++++++++++++++++++++++++++
Subject: Re: Value Line << ValueLine still has it ranked at 1, but it also has two stars by it on the front page of the report. Hope this clears it up, they seem to like the stock. >> Sorry tfree54, but the latest ValueLine report has definitely dropped IOM to a "2" ranking. It had been a "1" for several months, but has been dropped to a "2" in the January 30th edition due to "the dynamism of the ranking system." This is really no big deal. Many stocks have this happen to them because there are only 100 stocks out of the 1700 that ValueLine follows that achieve a "1" ranking. Many of those ranked "2" actually perform better than the no. "1's". Other stocks dropping for the same reason last week were Geo ADR, Tidewater and Varlen Corp. Many of those that fall back to a "2" ranking are back to a "1" ranking within a short period of time. IOM could well be one of those if it makes it's forecast number next month. 6+++++++++++++++++++++++++++
Subject: Re: Sony Zip Videocam? I would be careful about these "sat on a plane next to a guy" rumors. However, if Hitachi can make a video camera with a clik! drive (which was shown at the Rainbow room press event) then why not a video camera with a Zip drive? The technology is the same as far as I know, at least performance wise. For those saying a Zip can't work, how does the clik do it then? Kind of hard to argue its impossible when the Hitachi camera was taking great shots at the press event onto a clik drive. I would argue that tape would probably hold more at a far cheaper price. The Zip/Clik could maybe allow for real time digital editing using the camera. FWIW 7+++++++++++++++++++++++++++
Subject: Re: Sony Zip Videocam? << I would be careful about these "sat on a plane next to a guy" rumors. However, if Hitachi can make a video camera with a clik! drive (which was shown at the Rainbow room press event) then why not a video camera with a Zip drive? >> The Hitachi camera took stills. I think the advisability of putting video on a Zip disk is directly proportional to the quality of the "film" you are seeking. If you don't care about high quality images, you can probably store video on it. If you want high quality, then you wouldn't be able to store too much. My two rupees: If folks are going to want to video something, they probably would not be happy with the minimal constraints of only 100 megs. If a top quality image holds one meg, and you put 16 frames per second, that doesn't yield a heck of a lot. 8+++++++++++++++++++++++++++
Subject: Re: Seems that some SK have benn dropped that had the ZIP installed
in the past. TomTerf wrote: << SKUs have dropped by about 1/2 in the last 2 months. Maybe 1 out of 8 or so. ZIP is still "optional," but no longer standard option in majority of the SKUs that had it as standard. >> Setting aside the obvious contradiction (is it 1 of 2 or 1 in 8?), do you have any proof? At my local CompUSA the trend is this: 2/2/95 SKUs = 0 2/2/96 SKUs = 0 2/2/97 SKUs = 3 2/2/98 SKUs = 9 The nine SKUs this year are different from the three last year. Different companies too. But the trend is hardly dropping. I've always felt retail stores would be the last place for the OEM Zip to conquer. Most of the mail order sources are heavily Zipped. They don't have SKUs and can advertise any configuration they want. With the mail order guys all that matters is units shipped with Zip. Unfortuanetly, we can't really track this at all. Since a more sophisticated buyer shops Dell, Midwest Micro, Micron et al, an optional Zip is fine as they will request it if they want it. An anecdote completely contradictory to TomTerf's assertion is Quantex. Quantex was on par with Micron in late 1996. Micron had just started really offering a large number of Zip and Jaz drives. Quantex got this great deal on PD drives from Panasonic and was offering them instead of Zip drives. By last Summer, Micron was in a different league than Quantex. Quantex was still selling those PD drives though, great deal. I know some people that work at Quantex. The management guy still loved that PD ; the sales people I know said callers always ask for Zip. Quietly last month, Quantex started offering Zip drives. Quantex was basically forced by the market to offer Zip drives. I believe those market forces will work there magic on retail sellers eventually. These things take time. At a trailing PE of 22-23 its easy to wait. _______________________________ End Report. Posts covered through 9:00pm ET 2/2/98. _______________________________
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