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May 28, 1997 Iomega was up $1/4 Tuesday, closing at $17 1/4 (+1.47%). TODAY'S RECAP: No news from the Roy, Utah, folks today, so the folder turned its attention to some old areas: comparison of LS-120 and the Zip drives with ~IAmErgoSum~ posting some news articles from the Web. Others spent time on another Iomega area: n-hand. Very few comments or thoughts on IOM's slight rise today--keeping with the market? blip on the radar? sign of things to come? There was some discussion (preliminary at best) about when IOM would be announcing Q2 earnings, but most posters preferred to talk about drive speeds, insider information and recent vocabulary usage (see the latter post by ~TMF Jeanie~). 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++ Huibs pht reposts an increase in earnings estimate from H&Q
Recap written by TMF Weekly; posts
compiled by TMF Weekly. 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 5/26/97.
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Subj: Re: H&Q Estimates ..for those who may have been away for the weekend.. :).. << HAMBRECHT&QUIST increased estimate for fiscal year ending 12/98 from $1.15 to $1.20 on 05/22/97 Ken >> :) huibs.. 2++++++++++++++++++++++++++++++++++++
Subj: Kodak and n-hand On Saturday at a party I met the Technical Director of Consumer Imaging at Kodak; and naturally I asked him about digital photography. As you know, Kodak has recently been making statements that they expect film based photography to be replaced by digital. So I asked him how Kodak was planning to develop the digital equivalent of the razor blade that film currently is. At the moment they think that paper and color cartridges for the printers are the ticket. I then asked if they had any plans to develop data storage, because to me that's the obvious equivalency. Well, he replied, they didn't really know which technology was the best or would succeed. He mentioned that they were looking closely at Intel, Sandisk, but at the moment nothing seems to click exactly right. I asked if he knew about Iomega's n-hand and he liked the idea that it would be a Zip based cartridge and that at the moment it seemed to promise a possible low-cost solution. However, he did not seem to regard it as any more promising than anything else. From his point of view, it's all up in the air. From my point of view (as an IOM stockholder), I am very pleased to hear that Kodak is out of the loop when it comes to data storage. I figure that if the company that has the most to lose in the film to digital revolution is not actively working on the solution (and is depending upon others) then digital photography's razor blade equivalent to film is a prize that IOM's n-hand can certainly grab. Rustam 3++++++++++++++++++++++++++++++++++++
Subj: Re: Kodak and n-hand <<<From my point of view (as an IOM stockholder), I am very pleased to hear that Kodak is out of the loop when it comes to data storage.>>> Did you mention that you were an Iomega shareholder? Hopefully your take on it is correct, but don't jump to any assumptions. This was one guy who might or might not know everything that's going on in the Kodak R&D labs. Or he might know of something at Kodak, and simply knows better than to toss out inside information to a complete stranger at a party. It's always fun to think you can dig up some important nugget of info out of the blue. But not everyone in the know is foolish enough to start giving out important info to strangers at a party or in the gym. I'm sure it does happen sometimes, but a great deal of the time I'm willing to bet the insider in the know knows better than to chatter away about his company's secrets. Dan 4++++++++++++++++++++++++++++++++++++
Subj: Coollogic: New OEM? Note the reference to "zip disk drive" (no capitals, no reference to IOM) in 2nd paragraph: DALLAS, May 27 /PRNewswire/ -- Coollogic, a Dallas-based electronics design and engineering firm, has created a new line of PC-based network and Internet terminals that will shatter preconceived ideas of home and corporate computing technology. For the first time since the emergence of the PC, a product line has been developed - the CL-Series - that capitalizes on technological advancements and brings computer power and Web access to consumers the way they need it. The CL-Series ranges from products made for basic Internet access in the home to work stations for use in corporate internal and external networks. Each product provides multimedia Web access, complete audio capabilities, a wireless keyboard with a built-in mouse, and is capable of connecting to a standard television. A CD-ROM drive, **a zip disk drive** and Ethernet connections are added as customers move up the product line. (emphasis mine) Regards, Bill Polk 5++++++++++++++++++++++++++++++++++++
Subj: Generic Zips <<<Note the reference to "zip disk drive" (no capitals, no reference to IOM) in 2nd paragraph:>>> I noticed yesterday on a Zip disk package (Fuji or Maxell I think) that it said it was for use in "Iomega and compatible" zipe drives. Interesting. Perhaps by Christmas we will be seeing Panasonic and some NEC Zip drives out there. Eric Turkewitz 6++++++++++++++++++++++++++++++++++++
Subj: More poor PR for LS-120 Slowly but surely the speed issues with the LS-120 are being picked up by the "mainstream press". Dwight Silverman of the Houston Chronicle has written an article (now available through the N.Y. Times Syndicate) reviewing Windows NT using a Compaq DeskPro 6000. The DeskPro 6000 came with an LS-120. Mr. Silverman made these comments regarding the LS-120: <<Finally, about the LS-120: It's a great idea with a serious flaw. The drive can accept either standard 1.44-megabyte floppy disks or its own 120-megabyte disks that are about the same size. Unfortunately it's very, very slow, particularly compared to internal versions of Iomega's Zip drive. I copied a 33-megabyte file from the DeskPro's hard drive to the LS-120 in 2 minutes and 22 seconds. The same operation on a computer with an EIDE-based internal Zip drive took just 54 seconds. The fact that the LS-120 accepts both 1.44- and 120-megabyte disks is a plus - an internal Zip drive occupies an extra drive bay - but I'm not sure it's worth sacrificing the speed. If you have all the time in the world and not much space, it might be worth considering. You can find it for as low as $200.>> This information is not, of course, news to those who read this board with even a passing reference. However, for the millions of people who do not rush out to the newstands every month to buy PC Magazine or read the TechWeb site religiously, this article is probably "news". I would expect Mr. Silverman's article to appear in numerous newspapers over the next month or so. I have noticed in the past that such articles take about a month to to make it to the San Diego Union-Tribune (usually in Tuesday's computer pull-out section). The link to the entire article is: Silverman: Windows NT Not Ready for Home The URL is: http://computernewsdaily.com/146_052697_104207_28712.html Bill Polk 7++++++++++++++++++++++++++++++++++++
Subj: Re: Generic Zips <<I noticed yesterday on a Zip disk package (Fuji or Maxell I think) that it said it was for use in "Iomega and compatible" zipe drives.>> Eric, I believe this has been advertised on the disk package for quite some time. I always assumed it was meant to include the Epson brand Zip drive. Darrell 8++++++++++++++++++++++++++++++++++++
Subj: For Those Who Care Syquest has announced the next leg of its financing deal: << FREMONT, Calif.--(BUSINESS WIRE)--May 27, 1997--SyQuest Technology, Inc. (NASDAQ:SYQT) today announced it has concluded an $8.5 million round of financing, the final portion of a recent fund-raising effort that has brought in $33 million from current and new investors, including New Enterprise Associates. The round completes a year-long refinancing that has raised a total of $120 million of new equity for the company. >> Get the rest at Keyword: Company News 9++++++++++++++++++++++++++++++++++++
Subj: Re: What Are OEM, SKU, VAR << In lay terms would someone please describe what OEM, SKU and VAR are - and what they do? >> I'll do my best to translate for you, Lilma612. OEM = Original Equipment Manufacturer. Example would be Dell, Compaq, HWP, etc., who are the manufacturers of the original equipment (computers) and then contract to include another manufacturer's product, such as Iomega's Zip drive, or Intel's chips. SKU = Stock Keeping Unit. This is like a Model No., but actually breaks out the variations of a given model further, to distinquish the same model offered with different bells and whistles -- i.e., with or without a Zip drive, a scanner, etc. (Sorry, I know that was sloppy). VAR = Value Added Reseller. A company (like Ingram Micro) who purchases equipment from one manufacturer, adds products from another manufacturer, and resells it to the consumer. Any Fool is welcome to correct and/or embellish on my daffynitions :-) Jeanie 10++++++++++++++++++++++++++++++++++++
Subj: Re: What Are OEM, SKU, VAR <<VAR = Value Added Reseller. A company (like Ingram Micro) who purchases equipment from one manufacturer, adds products from another manufacturer, and resells it to the consumer. Any Fool is welcome to correct and/or embellish on my daffynitions :-)>> Good daffynitions, but Ingram is a bad example; they are a distributor (no value added reseller) Mark 11++++++++++++++++++++++++++++++++++++
Subj: Re: More poor PR for LS-120 << Let's see when the EZ135 was said to be faster than the zip I read a lot of posts that "speed does not matter". Now the LS-120 "is slower than the zip". >> A fair point. I think cost and installed base of the large media are much more important. This is what won the EZ vs. Zip battle and still does (obviously 100 MB vs. 230 MB is not important). Further, the drop in speed from the EZ to the Zip was not nearly as large as the drop in speed from the Zip to the LS-120. The Zip was cheaper, more widespread, and much easier to use than the EZ. The Zip is cheaper, faster, and more widespread than the LS-120. TMF Keeler Patrick Keeler 12++++++++++++++++++++++++++++++++++++
Subj: Re: More poor PR for LS-120 Peter, You know that the speed of the EZFlyer has not mattered. That is a historical fact. The EZFlyer is nearly dead and its speed could not save it. So those posters were right. The EZFlyer lost you guys a lot of money, as you were unable to compete with the the Zip at its price point. Speed or not. If a drive that was faster (EZFlyer); but more expensive, did not make the cut, why would one that is more expensive(LS-120); but slower, do any better? This whole discussion reminds me of the talking heads that were arguing about the Operation Desert Storm before the ground war. The premise was that the Iraqi artillery was gonna kick the bejeebers out of us because they had greater range and firepower. The discussion was certainly prudent as the threat was real, yet the reality of the situation as it unfolded was quite the opposite. _______________________________ End Report. Posts covered through 9:00pm ET 5/27/97. _______________________________
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