|
|
|
|
Tuesday, March 24, 1998 Monday, Iomega closed at $7 5/16, up $1/4 (+3.54%). TODAY'S RECAP: An announcement from Iomega regarding a clik! licensing and development agreement with Citizen sparked some new discussion of the little Iomega drive and what impact it might have on the company's future. Technical questions also surfaced as some posters tried to hash out the importance, or lack thereof, of the Citizen announcement. Finally, ~NSACORAF~ shared sales information over the course of a month at a local store -- this will most likely generate some comments which will appear in tomorrow's IOM in Fooldom Today Report. 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++ NovW shares thoughts on how clik! might link to digital cameras, laptops
and other ports.
Recap written and posts compiled by TMF
Weekly. _______________________________ And now, the Best of the Board...Started 9:00pm ET 3/22/98. 1+++++++++++++++++++++++++++
Subject: Clik! Connections Possible Clik! Connections Let's look at the connecion "ports" of clik! related devices so that we may have a better understanding of what the clik! connections will or could possibly be: 1. Current digital cameras: SERIAL PORT: almost all current digital cameras have that, for uploading (downloading) digital images to PCs. Slow process. VIDEO OUTPUT: most "good" digital cameras have that, can drive and output images from digital cameras to TVs or Monitors that have a Video In. FLASH PORT: different digital cameras may use different types of flash memory cards, but the latest development may be standardizing on CompactFlash cards. It is "rumored" that the portable external clik! drive may use this standard CF flash port to make connections to digital cameras. Instead of inserting the CF card into this port, a clik! adaptor/connector may be inserted there and a short cable may complete the connection by leading to the small clik! drive which may be phyically attached to the tripod screw hole at the bottom of the camera. Maybe some ROM software (or a special chip) inside the clik! drive will make the digital camera work with the clik! drive/disk as if they were CompactFlash. (This may apply to other handheld digital devices.) 2. Portable External clik!: SERIAL PORT (or INFRARED, which I think may only be a special application): serial port may be used on a clik! drive to directly download images from digital cameras, which may or may not have a standard CompactFlash port or an accessible flash port, in the field without the help of a computer. Some ROM software (a special chip) inside clik! drive may give clik! the intelligence to do the job. MINIATURIZED I/O PORT: this is purely my guess. There should be at least one miniaturized 25 pin I/O port. Could be the ZipPlus type of auto-detect combination PP/SCSI port, purely my guess. Connections to the camera CompactFlash port (rumored) or computer may both be from here. This I/O port could be also be for other different types of electronic interfaces, such as the IDE/ATAPI INTERFACE mentioned by Iomega .... , but using the same physically similar 25 pin connector. 3. PC or Laptop: SERIAL PORT (or INFRARED, which I think may only be a special application) PP SCSI: may need to add a card if one not already existed. IDE/ATAPI: no known external IDE/ATAPI connector on PCs, just internal so far. There are some Docking Bay or Cages that are known to use IDE connections. USB PCMCIA VIDEO IN: some newer and high end PCs have that built, other have it through an Images Capture card such as Buz. 4. Docking Station or Docking Bay To make the connection between the clik! drive and PCs easy. Whichever type of port is desired (won't be serial) between the portable clik! drive and the PC will be used there. See, it is really not that complicated. The external portable clik! drive may have only two small I/O ports. But there could be quite a few ways of connecting digital cameras to clik! drives or clik! drives to PCs. Just check the possbile ports listed above (please verfiy yourself, I could be mistaken, miss something or simply wrong). Various adaptors and cables will do the actual connections. Some of what I said above about digital cameras may apply to other handheld digital devices. Of course, none of the clik! stuff has been figured into Iomega's current or future stock prices or estimated earnings and none of that should. Not until we see the clik! drives actually come out and how they sell. 2+++++++++++++++++++++++++++
Subject: Re: Printer & Clik! - Could Be The Better News << Seems like IOM is rehashing old news...we knew about Citizen back at Comdex in November...we knew products weren't going to be released until end of 1998 at the earliest. What value does this press release have? >> ..well, back in november, citizen signed a 'letter of intent', or something like that.. ..today, we get this: << Iomega(R) Corp. (NYSE:IOM) today announced that it has entered into licensing and co-development agreements with Citizen Watch Co. Ltd. of Japan for its recently announced Clik!(TM) portable storage drive. Additionally, the companies are working together to develop enhanced versions of Clik! drives. >> ..enhanced??...the thing isn't even out yet and their enhancing it??.. ..what's enhanced??...speed??...capacity??.. ..rumor has it that now the clik! drive can be plugged directly into the PCMCIA slot on most laptops.. ..so maybe Citizen has made the drive smaller??.. ..whatever.. 3+++++++++++++++++++++++++++
Subject: ANNUAL UNIT SALES - 1 CompUSA store Here are year to date (Mar.23,97 - Mar.22,1998) unit sales figures of one large CompUsa store in southern California: PRODUCT # OF UNITS TOTAL RETAIL Zip Ext.. Parallel 1,003 $149.95 Zip Ext. SCSI 124 $149.95 Zip+ Ext. SCSI/Paral. 144 1,271 $213.98 Jaz Ext. 0 Jaz Int. ? ? SYQT Int. EZ135 0 SYQT Ext. Paral. EZ-135 0 SYQT Ext. SCSI EZ-135 0 0 SYQT SPARQ Ext. 49 SYQT SPARQ Int. 23 72 SYQT SYJET Ext.SCSI 6 SYQT SYJET Int. IDE 0 6 78 SHARK Int. 37 $149.95 SHARK Ext.Paral. 0 37 IMATION LS-120 Ext.Parl. 78 $154.99 IMATION LS-120 Int. 80 158 HI-VAL LS-120 32 32 USA-IDENTITYSYS - LS120 80 80 $105.98 385 ZIP DITTO Int. 2GB 64 ZIP DITTO Int. 2GB 75 ZIP DITTO Int. 7GB 22 $199.99 ZIP DITTO Ext. 7GB 21 DITTO MAX Int. 10GB 6 DITTO MAX Ext.10GB 4 192 HP-COLORADO 3.2GB 37 $179.99 HP-COLORADO 5/2.5GB 1 37 $299.99 SONY STOR-STATION - Ext. 1/2GB 0 0 $ 99.99 EAGLE TR 41 8GB 11 11 $299.99 48 I don't have the data on the Jaz yet. I'll post same upon receipt of same. So far although this is only one store out of the approximate 483 (?) stores they have across the U.S., we may be able to draw a few reasonable conclusions: 1. All of the competitors as far as units are concerned are way behind IOM unit sales even excluding all Jaz sales. 2. LS-120 by three "mfgers." Imation, Hi-Val and USA-Identity had a higher than expected piece of the market at least in the area of this store. 3. Ditto has about 80% of the tape drive market in this area. 4. IOM excluding Jaz sales has 77% of the removable drive market in this area. I know this is not a statistical sample and is anectodal evidence, but I still think it is pertinent. Many of you can do the same thing in your area. Make the Manager of a CompUSA, Best Buy, Office Depot, Circuit City, Computer City, Fry's, etc. your friend in your area. Send him some investment websites, tell him a little about IOM, SYQT, etc. Help him in anyway you can. Then ask him the same type of info as above. Keep sending him occasionally investment websites or other info he might want. Make him or her your friend. Most have different SKU numbers and you usually can get them off their computers by just asking. Then when you submit a list of products you want to check, he can use his own SKU numbers to easily secure the data. I will keep you posted of any other pertinent data I discover. Instead of bickering with each other let's do some qualitative work that will benefit everyone here! _______________________________
End Report. Posts covered through 9:00pm ET 3/23/98
WE
DELIVER - Get IOM
In Fooldom Today delivered
|
||||||||||
|
|||||||||||
