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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Johnny Canuck who wrote (32615)	6/5/2001 2:53:21 PM
From: Return to Sender	Respond to of 70769

Sony and Sega to Play Well Together Online dailynews.yahoo.com By Daniel F. DeLong, www.NewsFactor.com What is being billed as a pitched battle for control of the home entertainment hub made a sharp turn Tuesday in favor of Internet-based game-playing over traditional video game consoles. In Tokyo, Japanese game maker Sega said it will work with the Sony game unit to allow users of both their consoles to play video games via the Net. In the industry's first cross-console network agreement, Sega's Dreamcast (news - web sites) console will connect with Sony's PlayStation 2 (news - web sites), expanding its online gaming market. Just last month at a trade show in Los Angeles, Sega appeared to be taking a wait-and-see attitude on moving its games to the Internet. Both Sega and Sony agreed last January to collaborate on some game applications and services, but not on a broad move to the Net. Nintendo (news - web sites) Sees Net Future Even more surprising was an announcement from Nintendo -- which has consistently played down the Opportunity for online gaming via consoles -- that it is discussing a similar deal with Sega to take its games to the Internet. "It would appear that once they returned home, they started thinking about not getting left behind," P.J. McNealy, an analyst with the Gartner Group, told NewsFactor Network. Sega appears to be hedging its bets, splitting its efforts between Sony, which has a deal with AOL Time Warner (NYSE: AOL - news) to make the game console an all-in-one consumer entertainment system, complete with the ability to play movies and music and browse the Internet, and Microsoft (Nasdaq: MSFT - news). Possible Microsoft Deal Software giant Microsoft is throwing US$500 million behind marketing its Xbox (news - web sites) in a bid to unseat Sony's PlayStation 2 from the top spot. A deal with Sega would go a long way toward boosting sales, analysts said. Gary Cooper, a Banc of America Securities analyst, said a deal with Sega would vastly improve Microsoft's offerings, and might allow the firm to meet its projected 35 percent market share in Japan -- the world's second-largest game market. While no definitive agreements have been announced, the idea of Sega partnering with Microsoft may chill Sony and AOL management, which figured to easily hold on to the top game spot, and gain more Web customers for AOL in the process. Microsoft will launch its Xbox on November 8th, and it is priced the same as PlayStation 2 at $299. Video Game Market Surges Research firm IDC is forecasting that the video game market will nearly double to about $15.8 billion next year from about $8.4 billion in 2001. This means the stakes are high, and no one is holding back. Sega, known for its "Sonic The Hedgehog" game character, plans to release a new version of the popular online game software series in August for its discontinued Dreamcast console. Launched in 1999, Dreamcast was the first advanced game system offering realistic graphics and online play, attracting about 800,000 online members -- nearly 30 percent of Dreamcast users in Japan. While at the Los Angeles show, and still clearly pleased with his newly signed AOL deal, Sony Computer Entertainment of America president Kazuo Hirai mused, "The real question for 2001 is who's going to be in the No. 2 spot?" The answer to that question could come as an unpleasant surprise to Hirai. No sell signal on the chip stocks until the SOX is around 700 again for me. RtS

To: Johnny Canuck who wrote (32615)	6/5/2001 3:27:25 PM
From: Johnny Canuck	Read Replies (1) \| Respond to of 70769

15:21 ET CIENA Corp (CIEN) 60.21 +5.48 (+10%): -- Update -- Hearing from sources that Goldman Sachs issuing positive comments from SuperComm conference; says while there were not many announcements, firm did receive positive data points: 1) through checks at Supercomm thinks that FON's OC192 network will be upgraded which will take away some concern around the CIEN story, 2) core director product continues to do well, 3) CIEN remains bullish regarding their key customers (Q and FON) and believe they are continuing to build.