BizCast Japan #17 released at Trans-Pacific Radio

One Response to “BizCast Japan #17 released at Trans-Pacific Radio”

1. Matt on February 17th, 2009 5:59 am

   Ken:

   On thing that I have been saying about Sony over the past several years is that management’s strategy has effectively been to make the company even more pro-cyclical than it already was. All of the Sony products seem to target a price that is just barely within the grasp of a volume market under easy credit conditions. When easy credit recedes, Sony is left high and dry as consumers retreat to cost/benefit analysis.

   When Sony was “down in the dumps” at 4000 yen, and everyone was screaming “bargain,” I was cautioning my colleagues about dipping their toes in the acid bath.

   Also, I think you mentioned more accretive growth for Sony on the horizon. This may be an inappropriate generalization, but it occurs to me that a lot of these large Japanese conglomerations are uninvestable in their current forms, but would create a lot of opportunities (and perhaps attract more foreign capital) if they were to break into smaller pieces. Toshiba is one that comes to mind immediately. There are some pieces I want, but I don’t want to be dragged down by the other crap.

   I want to marry her, but she has too many children from a previous marriage.

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