Lee Chen

Sony's Big Blu-Ray Gamble

If you are losing so much money per console, you want to control the number of consoles sold to contain the loss. Sony will continue to control the number of console sold until the blue ray price dropping to a significantly lower price than it is today - it could be a 12-month process.
It is clear the real hard core gamers prefer PS3 vs. Xbox 360, Xbox 360 is not moving at all in Japan and it has not really generating enough true followers with big revenue for MSFT.
The real story for SONY is: can PS2 continue to sell in huge quantity before SONY finally be able to cut the cost of PS3 and to sell PS3 in even larger quantity.
It is not PS3 vs. Xbox 360; it is PS2+PS3 vs. Xbox+Xbox 360. As long as Sony can maintain 3 to 1 advantage over the next 12 months, Sony is still the king. We should expect PS3 will have lower enough cost for Sony to push for the volume of PS3

Why Apple's iTV Will Fail, With or Without Google

As a owner of buying $20K Plasma in 2000, $10K per speaker, do I want to have HDTV/BlueRay? Absolutely; but I will also take less quality video/audio from iTV device for reasons: (1) people wants to own CD, DVD and will pay "reasonable" more to own; in addtion to renting occasionally. (2) people wants to sit with remote control on hand to flip thru movies, songs and videos easily and quickly. It is simply not something you can do with any device today (I have a $1K media server that is collecting dust because it is so difficult, tedious and time consuming to add/edit CD) and it is even difficult to play. (3) It is nice to buy once, and be able to watch movie on your video device (I travel a lot), let your kids watching their favor movies with their friends with remote controls (not touching my computer) and quickly changing movies (does that sound familiar)? (4) "near DVD" quality is good enough for 95% of us if you can have other conveniences you cannot get it today. Similar to why people having cell phone; Cell phone quality was and still is not as good as line phone; but it gives you something you cannot get from the line phone.