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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: Dave B who wrote (48880)	8/3/2000 12:43:04 PM
From: Don Green	Respond to of 93625

Sony delays Euro PlayStation launch? By: Tony Smith Posted: 03/08/2000 at 15:51 GMT Sony is keeping mum on the subject, but sources close to the company claim that it has put back the European launch of the PlayStation 2 by at least three weeks. The reason? To ensure sufficient supplies of the console make it into the US market. PlayStation 2 is officially scheduled for a simultaneous US/European launch on 26 October. Earlier Sony sales predictions cast doubt on its ability to meet demand in the US, and it now looks like European shipments will be held back to minimise that problem. According to a report in the Benelux edition of Computer Trade Weekly, sources close to Sony have claimed that the European launch will now take place on 17 November, three weeks after the target date. Apparently, Sony as set an initial US shipments target of 620,000 units, and until that figure is made, it will not ship into Europe. ®

To: Dave B who wrote (48880)	8/3/2000 1:07:43 PM
From: GVTucker	Read Replies (2) \| Respond to of 93625

RE: Reserves I don't know if I'll remember or not, but I'll try and notify the thread if Micron starts to reserve part of revenues. It would be pretty easy for anyone to check, though. Just check the financial statements in MU's 10-Q/10-K when they come out. If you're a RMBS long or short, that would strike me as required reading anyway. Of course, that's a pretty empty statement, though. Because there's no way MU is ever going to post a reserve. If one is really necessary, they are probably negotiating something with RMBS now, and that would just be an admission that reserves are indeed necessary, a pretty bad negotiating stance.