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Technology Stocks : WDC/Sandisk Corporation
WDC 163.00-0.4%Nov 7 9:30 AM EST

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To: Art Bechhoefer who wrote (9245)2/20/2000 5:28:00 PM
From: Rocky Reid  Read Replies (4) of 60323
 
>>>>>...that Sony, despite its huge marketing initiatives, will have a difficult time establishing its format for general use in digital cameras or music players. <<<<<

I think you are missing something here about Sony... Sony is releasing the biggest, baddest stand-alone non-PC Set-top box in History soon.

The Sony Playstation 2 in being relased in Japan March4 2000, and in the USA in the Fall 2000. The PS2 will have a Memory Stick slot.

The sales of this beast is going to effectively put a Memory Stick slot in half the homes in America. Sony cannot be written off easily. However, I believe the market is big enough for Sony to profit off of Memory Stick and still leave considerable room for Sandisk.

Sony's PS2 has been posting INCREDIBLE statistics. Here are a few:

-500,000 hits on their Japanese PS2 website PER MINUTE

-one store reported 10,000 unit pre-orders in the first 2 days.

-90% of gamers polled were interested in PS2. ..only 5% in Sega Dreamcast.

-Disney deal with Sony

zdnet.com
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