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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Tenchusatsu who wrote (78488)	11/3/1999 1:39:00 PM
From: kash johal	Respond to of 1575603

Tench, Re:"playstationII" I suspect that they are going to have a major disaster on their hands. The CPU and graphics chips are huge. And when you couple it with DRDRAM and a modem and a DVD rom etc you have a tough box to deliver in 1-2M units/month at a profit. It will not surpise me if they get delayed a year or so before real volumes ship. They could "osborne" themselves if they miss q4 2000. regards, kash

To: Tenchusatsu who wrote (78488)	11/3/1999 1:41:00 PM
From: Charles R	Read Replies (2) \| Respond to of 1575603

<I don't get it. What do legacy-free PCs from Comdex have to do with Sony Playstation II? Even if PS2 isn't going to replace the low-end PC as some are predicting, it's still going to be a big hit in the game console market.> I think there are a couple of reasons: - the cost of this new breed of PCs will be low and the form factor could be more attractive and could a) stave off PSIIs incursion at the lowend b) cause some game buyers to consider a legacy-free PC instead of PSII - If Sony continues to lose momentum, advances in the PC processor and infrastructure areas may overshadow what Sony can offer for Christmas 2000. One area could be just the MHz stuff. Will the PowerPC core used in PSII scale as well as Athlon or CuMine? In other words, the window for PSII is finite like anything else and Sony is in a pretty tight spot now. Chuck