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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Jean M. Gauthier who wrote (7913)	10/9/1999 11:48:00 AM
From: Zirdu	Read Replies (2) of 54805

<Microsoft's lock is almost unbreakable, and needs a total marketplace revolution..> Agreed. Something would have to replace the PC. The best possibility I see coming for that, is the Sony Playstation II. In addition to a game player, it will be an internet access device. It's processor will have more power than current Pentium computers. All for $200 or $300 or so. And of course one reason for the low price is that it will not use the expensive Microsoft operating system (I have heard Java?) or an expensive Intel processor. And with TV's getting better all the time (Hi Definition TV's coming to mass market), the lack of a computer moniter might be less and less a concern. I have a feeling that Microsoft itself is worried about this threat from Sony. In the game area, rumours are rampant that Microsoft is working on what it calls the X-Box, which will be a game player device (using Microsoft CE software of course) to compete with the Sony Playstation II, Sega Dreamcast, and the next generation Nintendo. I think Sony has a small chance of upsetting the Microsoft/Intel lock here with their Playstation II, but only time will tell.

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