Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 228.68

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Nov 17 3:59 PM EST

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To: Duker who wrote (32342)	8/31/1999 11:35:00 AM
From: Sid Stuart	Read Replies (1) of 70976

Sadly, I can count myself among the 300,000 pre-orders. I will also forward that I am more than willing to pre-order the new Playstation II (and its increased memory and processor horsepower) as soon as it becomes available. Just trying to do my best to support or semiconductor industry! As an aside: the specs on these machines, especially the SNE unit, are incredible. We should not forget to factor these game consoles into our view of demand for silicon ... SNE & partner are willing to invest $1.2bn to satisfy what it sees as the potential demand for PSII. The great thing about game consoles is that they are loss leaders, sold near or at cost. So a $200 game station contains $150 worth of components. The even greater thing about the latest versions of the consoles from Sony and Sega are that they will either come with modems (Dreamcast) or will have a modem as an option. The Dreamcast will also ship with a browser. Forget the $1,000 PC. This will drop the startup cost for Internet access down to $200 (price of a Dreamcast) and the monthly cost of an ISP (possibly going to $0 if MSN has it's way.) How many millions of people currently unable to afford web access are going to come online in the next year with this technology?

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