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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Wyätt Gwyön who wrote (48583)	11/6/2001 12:42:27 AM
From: chaz	Read Replies (1) of 54805

Mucho-- Being neither long nor short MSFT doesn't mean I'm not intrigued by the Xbox...but like cell phones, I should confess that I've not popped for anybody's game console, and probbly won't for the Xbox. But I do wonder...and maybe you or one of the legal types around here would comment...about the "settlement" and whether or not the game console environment is much affected by it. (We do remember don't we, that Adobe was "persuaded" to develop it's programs for Windows, while Apple (think Sony) was under the impression that would never happen.) Assuming the two consoles are at a technological parity, being "first" with a string of hot new games is absolutely key to the success of both. For now, Sony may have an edge re new games, but surely (I'm guessing) Softie will break that grip in due course. As Xbox sales increase, can game developers afford to slight those users? Seems a silly question, considering Softie's history with other application developers, no? So let's ask the serious question. Is the gaming market worth the risk to MSFT? Seems like the answer is yes, considering their present committment. So, if I'm right (that Softie will make game intro inroads), which of the two has the financial staying power to climb to the top of the heap from that point? Hmmm. Maybe I should own some MSFT. Chaz

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