Oh My God! (OMG), Tell me this is true ;-)  It appears that Sony has shipped 91.62 million units of PS2. 

"The firm told an audience that 91.62 million PS2 units have been shipped worldwide thus far, with 37 million of those going to North America, 33.21 million to Europe and a further 21.41 million units going to Japan and the rest of Asia. .

North America gobbled up 395 million of the 863 million games sold worldwide with Europe consuming 292 million and Japan and Asia the remaining 176 million. The total number of PSone and PS2 games sold is 1.822 billion, of which 767 million went to North America, 594 million to Europe regions and 461 million in Japan and Asia."

"Excerpt from The Inquirer"

These are amazing numbers - cha ching ching....  Now, do we understand why Microsoft is willing to loose so much money on XBox.  You know the prices of the console and the games - do the math.

The Tech Market is heating up - finally!  TI results last night was great.  Cell phones are still moving and we are waiting for the 3 and 5 MegaPixel phones to hit North America in Q4/05.  I can hardly wait.

While the semicondutor companies continue to chug along, the enterprise software vendors are struggling.  I had pronounced the enterprise market dead 5 years ago.  I just cannot imagine what new applications the enterprise need that has not been done.  We have ERP (enterprise resource planning - the digital nervous system of today's corporations), office suites (wordprocessors, etc...), MRP (manufacturer resource planning), databases and ....  Well, they may be another kick at the can with a new operating system.  But, Longhorn is still a year away and it take a couple more years before the corporate world adopts that.  We are still, however, talking desktop and not enterprise server solutions, which is where a lot of enterprise vendors' product reside.  It is ugly and it is struggling.  They are all hopping the regulatory environment is a stimulus for future product sales.

The shift in technoology has started.  We are at the same point as the mid-80's where PC adoption was starting.  I am talking about the new platform for computing - mobile computing driven by smaller faster and cheaper.  The first beneficiary are the carriers and we see increasing profitability with growth in wireless data.  Wireless data has already generated huge profits in Europe with SMS.  Today, wireless data comes in more flavours than your favourite ice crean shop.  This is where the growth is and this is my focus   among other things like VOIP and Internet services.

I have been to busy to look at specific stocks lately.  Pay attention to the companies in wireless, VOIP and Internet services.

Ooooooh.... that is a nice phone.  have you seen the Razrberry launched last night?  Very nice.  Many of the chat discussions are around what it does not do, which were WiFi and 3G.  It seem that the world is ganging up on a Canadian company.  Life is just not fair, eh?