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To: Paul Engel who wrote (81445)	5/24/1999 1:47:00 PM
From: kapkan4u	Read Replies (1) \| Respond to of 186894

<Paul - re: Do you know the difference between CONSTANT ASP and a 22% DROP in ASPs?> Let's just wait until Q2 ASP is announced. Kap.

To: Paul Engel who wrote (81445)	5/24/1999 2:06:00 PM
From: Tenchusatsu	Read Replies (2) \| Respond to of 186894

'Emotion' overload for Sony? zdnet.com Some quotable quotes from the article: Industry analysts question whether the Emotion Engine -- the chip that powers Sony Corp. (NYSE:SNE - news)'s next gaming device unofficially dubbed the Playstation 2 -- will cost too much or be too hard to mass produce. ... The Emotion Engine is 238 square millimeters, a monster by processor standards. Its companion chip, a graphics synthesizer, is even larger. Together, the two are large enough to "give most semiconductor manufacturers a bad case of heartburn," said Keith Diefendorff, a senior analyst at chip technology researcher MicroDesign Resources Inc. While the 128-bit chip has only 10 percent more transistors than a Pentium III, it will be 80 percent larger. That means higher costs and, it could mean Sony won't satisfy initial demand for the Playstation 2. And here's a clip from one of the more reasonable Talkback posts regarding this article: People seem to forget that Sony is a consumer electronics, not a semiconductor company. They are relying on Toshiba, which has never had a successful line of cutting-edge logic ICs(remember their Mpact efforts, anybody?), to outdo both IBM Micro and Intel and fabricate a huge and complex chip on a bleeding-edge process, at a consumer price point. Is there any reason to believe that Sony/Toshiba will succeed? "If anyone can, Sony can" is about as sensible as saying "if anybody can make DVD work it's Intel". Intel is not a consumer electronics company. Sony is not a semiconductor company. Tenchusatsu