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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Mike Buckley who wrote (18360)	2/21/2000 10:13:00 PM
From: nosmo_king	Read Replies (1) \| Respond to of 54805

Wow! "Sony was forced to briefly shut down its Web site early [Feb 18] after receiving 100,000 hits in just a minute when sales of the new version of the popular PlayStation video game went online." Unbelievable Unbelievable is right! ...actually, the unbelievable part comes when I stop to watch little nosmo and his younger brother play their beautifully animated games on Sony's Playstation. They have quite a future if deftly maneuvering "Crash Bandicoot" through obstacles is a job requirement<g> But I do have a question for you, and the group: I agree that one could consider Sony et al ("et al" is listed in CW's message earlier) good investments based on their never ending upgrades on previous models. I don't believe, though, that one could find a gorilla here -- that is, if I'm interpreting Geoff correctly. (Pulling out the manual): When reviewing the service sector of high technology, he notes that "while either one (info services and entertainment programming) can go into hypergrowth relatively easily and profitably, neither of them is based on proprietary architecture; nor can they create high switching costs" (p. 141) The switching costs, except to the mom's and dad's, are relatively low. New playstations/nintendos cost $80-90. New games for the above can cost $30 or $40. He concludes this section with "once again, nice place to visit, but no gorillas." Am I reading Geoff correctly? thanks, nosmo