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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (14532)10/24/2002 4:24:39 PM
From: Bill Harmond  Read Replies (1) | Respond to of 57684
 
biz.yahoo.com



To: Lizzie Tudor who wrote (14532)10/24/2002 6:44:50 PM
From: Bill Harmond  Respond to of 57684
 
17:39 ET ERTS Electronic Arts discusses timing of peak in cycle (65.85 -2.10) -- Update --
In response to question on call, says that when hardware price point goes to $99, it typically represents a hardware peak; meanwhile, software usually peaks one year later... says it could make an argument that 2004 will be peak year, but at the same time, it could make an equally compelling argument the peak year will be 2005... ERTS+1.85 at 67.70


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