SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Wyätt Gwyön who wrote (48583)11/6/2001 1:05:14 AM
From: EnricoPalazzo  Read Replies (1) of 54805
 
To me, the X Box is a conundrum. I don't really grok what it has to do with the Gorilla Game. As such, I don't understand why Microsoft would commit so many resources to it.

Now, I don't have any ability to call a winner in the PS2 vs. X Box battle, but PS2 obviously starts out with a big advantage, and the two products seem comparable technologically (although you'd expect the X Box to better, since it's newer).

BTW, the potential losses (according to analysts) are on the order of $1 billion, not 10. As for X Box being part of a war of attrition with Sony... why would MSFT want to go to war with Sony? At this point, the enemy is obviously AOL (with Sun & ORCL still relevant, and REAL also interesting). If anything, Sony should be a close partner. I understand that Sony used to make a lot of noise about taking MSFT on, but they seem to have backed down from that.

Hindsight is 20/20, and things were surely different a couple of years ago when this was started. And not for nothing, but Gates & Ballmer do, like, know what they're doing. But still, I don't get the X Box (although it does look very cool).

I'm not saying that it will be a fiasco (it could, but Microsoft does have a way of sticking with things; we've faced tougher threats than the PS2). But I don't exactly see it turning the company around, or causing the next tornado.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext