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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (20057)	11/16/2004 1:56:14 AM
From: Spekulatius	of 78702

The rising Yen (against the US$ at least) and the apparently bombed "Polar Express" movie let's me think that we will see a weak quarter from Sony. LT, the bigger concern is that they are not the technology leader with big screen TV's any more. They used to be the technology leader with CRT tube based TV's (Black matrix) but with most of the new TV technologies (Projection TV, Plasma, LCD) they are only also-runs. The big bright spot is the game business. The Playstation still rules also MSFT's XBox is slowlu gaining traktion. Overall, it's decent bet , IMO. The sum of SNY's parts is worth probably more than the current stock market cap, however i see short term challenges and a low ROE over the last few years that appears unlikely to improve much.

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