Prof.com,
I appreciate your comments and hope we are correct about GIG. I find it interesting that the overall impression, by most folks, is that Sony has cut back on the number of PlayStation2 units it will ship into the U.S. Of course, this just isn't true. Sony still intends to ship 3 million units by March of 2001, as originally anticipated, but they will do so in a more orderly way. Instead of an initial shipment of 1 million units at launch and a second shipment of 500,000 prior to year end, there will be 500,000 at launch and 100,000 units per week thereafter. Now, I don't profess to be a math wiz...however, it seems to me that 10 weeks after launch we will have the same 1.5M units in the U.S as anticipated, so I just can't understand why people are trying to view this thing in a negative way. I especially don't see it affecting EB because EB's Q-3 ends 10/31/2000, and so, they only have four working days from the 10/26/2000 launch to deliver their initial allocation anyway, (which they will probably be hard pressed to do even at the reduced launch numbers). I think Sony's ongoing marketing strategy here is to give consumers the impression that there will never be enough units to fill demand. I think they know something about the American buyer...it seems we MUST have what we perceive we can not get.
Anyway, thanks for your comments. It was good hearing from you again...and much good fortune with all your investments.
RBL |
