07.06.2001
Delta may lose Sony PS2 orders
Development: News reports announced Sony has decided to fully produce
PS2 game consoles in house in Japan. This suggests that Delta might not receive the power
supply order for PS2 this year.
Analysis: Power supply for the game console only accounts for around
1.5-2% of Delta’s total revenue. The affect on Delta is unlikely to be significant.
Primasia View: Any possible weakness in the shares due to this news will
suggest a good entry opportunity.
VincentChen@Primasia.com +886-[0]2-2547-8868 |
