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Wednesday, April 29, 1998 Tuesday, Iomega closed at $8 5/16, up $1/16 (+0.76%) TODAY'S RECAP: The message board was relatively quiet today (although SyQuest's earnings announcement got some play), paralleling the stock price movement. There were some posts on Firewire/USB usage and on the case for a Zip200 drive which generated discussion among posters. 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++ MBAspeak discusses Firewire, USB and Iomega
Recap written and posts compiled by TMF
Weekly. _______________________________ And now, the Best of the Board...Started 9:00pm ET 4/27/98. 1+++++++++++++++++++++++++++
Subject: Re: Firewire & Zip ... (IEEE 1394) Thanks NovW for the info on the 1394 ports. I have some info on it too (which I summarized and prepared to post a while back but I was trying to make it more Iomega applicable... ) The 1394 ports are part of the "PC '98 standard." Even though it is part of this standard, manufacturers have been slow to adopt it. Interstingly, the ports have already found a home in high end audiophile systems as an interconnection bus. This bus has the potential to further merge computers and home entertainment centers. It is faster than the Ultra-Wide SCSI, and allows for hot-swaps. This modular approach works similarl to the Eagle's Nest product (which I've never used.) except you don't have to re-boot and load the new device driver. The speed of the port is an obovious benefit when using digital cameras, scanners, etc... and soon will be used by video cameras (both digital and analog.) Here is the potential for an increase in tie ratios. The threat comes from guess where? Right, removable hard drives. The article I read (which did not mention any removable floppy devices) painted apicture of each user having a secure and separate hard drive. The hot-swap feature makes this feasible. When proprietary work is stored, the user takes the drive it is on with no worries concerning the state of the computer. PS A quick clarification: The article I read describes the 1394 ports as including both the firewire (or some other fast bus) AND USB; all part of the PC '98 standard. Since it was a while back and I don't have the article anymore, maybe someone would clarify. 2+++++++++++++++++++++++++++
Subject: LS-120 vs ZIP vs HiFD (SOLID CASE) Bozzzzz: << Has anyone yet pesented a solid case for ZIP200. Seems to me that its too close to the 100 so it does bring significant value compared to possible confusion. If the 200 can be had for similar prices (possible slight increase in disk proce) then maybe it should be released NOW! If not why do it at all. The move from 1.44MB to 100 is huge (and needed). From 100 - 200 is not going to make as much of a difference IMVHO. >> MBAspeak: << I belive RJDIV was in favor of a Zip200, but I am not.>>> I haven't posted recently because I was away on vacation for 3 weeks. Another reason I haven't posted is because this board hasn't had much to do with Iomega recently (even though some of the posts are still very good and sticking to the topic, IOMEGA). Awhile ago I posted that IOM should spend some of their advertising money running commercials on CNBC. I got trashed by some on the board. Ok, everyone is entitled to their own opinions. Well I guess IOM should have advertised on CNBC. Imation must have thought it was a good idea (maybe they read my post), because I see a lot of Imation commercials now on CNBC. Since my screen name was mentioned, I decided to post. The question is "Has anyone yet pesented a solid case for ZIP200." Here are my thoughts (if anybody cares). Every article you seem to read in the financial rags compare LS-120 to Zip and they write that there will be big competition from Sony. Competition from Sony, why? Is it backward compatability? I don't think so. In the future, if people need a floppy drive, they will probably use an external floppy drive (until 1.44 floppies become extinct). They are becoming useless (even AOL software is now on a CD and not a floppy). The only reason a 1.44 floppy is needed is to load in software, and more and more software is now on CD. The 3 1/2" floppy is becoming less needed, and will go the way of the 5 1/4" (along with the rest of the useless computer equipment we all have laying around taking up space). So the REAL threat from Sony is that it holds 200mb (IMFO), twice as much as Zip. My opinion was (and still is) that IOM had better beat Sony to the punch and release the 200mb Zip. If the 100mb Zip disk can be used in both 100mb & 200mb Zip drives, and the R&D money has been spent to develop the Zip 200, why not just sell the damn thing. So what if a 200mb disk will not work in a 100mb Zip drive, this (IMFO) will sell more disks because the owners of Zip200 will have to buy both 100mb & 200mb disks if the intend to transfer data to a Zip100. SONY is a solid case for IOM selling a 200mb Zip drive. A 200mb Zip makes a hell of a lot more sense to me than Zip Plus. I repeat, IOM better beat Sony to market with a 200mb drive. The hype alone would severely hurt IOM's share price. They hype from Sony's (yet vaporware) HiFD from the financial rags is already effecting IOM's share price (IMFO). 3+++++++++++++++++++++++++++
Subject: Re: LS-120 vs ZIP review. Warren writes: In order to become a standard, the Zip needs to be a standard; a Zip disk should work in all Zip drives. If you consider the razor blade model, a 200 meg disk could further shrink the drive's tie ratios. coupla thoughts. As I understand the Zip200, it would take 100Mg Zip disks, but 200MB disks would not work in present Zips. So, tie ratios of 100disks -to-100drives would suffer. Total sales of Zip100 disks would probably suffer a bit but be displaced by sales of Zip200 disks. But I think a Zip200 drive is premature and would only make sense to be launched if the Sony 200MB drive proves popular because of the capacity; making the Zip100the standard should be the driving force for the company. As for 25-meg Zip disks, I would only buy one if they were around one-fourth or maybe one-third as expensive as a 100mb disk. If the $/meg is much higher than a regular Zip disk consumers are going to notice and feel they're getting squeezed. I think the idea of a small-capacity disk is intriguing, but I think of it also as a distraction from making the Zip100 the standard....Maybe a clik! disk in an adapter of some sort could take care of that needfor a tweener sized media. _______________________________
End Report. Posts covered through 9:00pm ET 4/28/98
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