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Technology Stocks : Electronics Boutique (ELBO) -- Ignore unavailable to you. Want to Upgrade?


To: Czechsinthemail who wrote (729)7/22/2000 10:17:23 PM
From: Mad2  Read Replies (1) | Respond to of 779
 
BS, you probably read the article in the attached
Message 13843859
I doubt that Sony would be caught flat with a shortage of commodity components given a new product launch and their investment..........its more a matter of price and profit.
mad2



To: Czechsinthemail who wrote (729)8/2/2000 4:02:03 PM
From: ratherbelong  Respond to of 779
 
Baird Soule,
Sony reported yesterday that PlayStation2 sales in Japan are currently at a 4 to 1 pace when compared to the previous PlayStation introduction. The article stated that they have three million consoles delivered in the first five months...evidently, it took them twenty months to deliver three million of the original playStation. All indications are that they are having no trouble getting all the necessary components.
Even though ELBO's margins on the actual console will be thin, I keep licking my chops thinking about the 4 to 1 games to console tie ratio that EB should average at introduction. That will be an incredible number of games sold in a very short time span, leading into the holiday shopping season...not to mention accessory sales, etc. Also, Firestone has promised that ebworld.com will make money in the second half and so revenue and earnings should be through the roof. I guess we will know soon enough...only 84 days until the intro.
Best regards,
RBL