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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (1869)	9/28/1996 4:11:00 PM
From: Doug Soon	of 132070

Mike, there is a new player in the mix. Nintendo just launched the Nintendo 64 player for Xmas. This is a great machine that I saw previewed my last trip to Boston. It has just sold 300,000 units in Japan and may be a runaway hit this winter for the home market in this market as well. They are pitching this unit as a great 3D computer graphics computer comparable with Silicon Graphics for a fraction of the price ($299 give or take). My queries are as follows: a. This will divert attention away from the true PC as a home product this Xmas. What impact remains to be seen here? b. How can we take advantage of this play? (is Nintendo public? buy consumer electronic retailers?) c. I agree that Nintendo and others can turn game players into Internet devices. What is the potential impact here? This boxmaker industry is starting to look really interesting.

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