| Imports
|
PS Macross DYRL
Bandai V will ship Macross: Do You Remember Love on May 27. This
shooter features horizontal blasting action and animation sequences from the popular mecha
anime. Also expected on May 27 are Ace Combat 3, Asuka 120% Final Burning Fest, Beatmania
Append Gottamix, Geppy-X, and Lunar 2 Eternal Blue. The other Macross game, VFX-2, is
expected in June. New pre-orders are welcome. |
| NCS |
With You
NEC has announced a new dating game for the Sega Saturn. Slated to
ship on July 29, With You is a port from the PC with anime maidens that you pursue and
woo. Yen retail is listed at Y7200 or NCS$68. Pre-orders are welcome. |
| NCS |
Guitar Freaks
Controller
Konami will manufacture a mini guitar controller for use with their
upcoming Guitar Freaks game, due on July 29. Like the arcade version of this Bemani game,
players will get to strum and jam with the controller in realistic fashion. Yen retail is
Y5980 or NCS$65. |
|
|
| Everything
Else |
Yen Equilibrium
/ 10:27AM
We feel squeezed with the dollar at Y121.70 in the overnight forex and
the morning session. At this juncture, we are expanding our short position five-fold since
we don't believe that it will go much higher than this. We look for a steady decline to
Y117 by next week. Our pain point would be Y122.40 where we would begin to sweat it out. |
| NCS |
Capital Markets
/ 10:32AM
Our put plays are behaving nicely but our AMZN write may hurt if we
don't get a rally in that thing over the next couple of days. The long SPH position is
moving beautifully and we are exiting the RUT short. Until CMGI and some other nets are
taken out of that index, it will continue to rally and erode short positions. The market
news lately seems to herald the broadening out of the market but we still see most of the
liquidity going to the big caps and the nets. Look at the Dow and see the money that is
rolling into IBM this morning... |
NSOL Update:
04.23.99 / 09:35AM Bought 1000 shares NSOL at 79 5/16
05.13.99 / 10:33AM NSOL at 74 3/4 |
|
|
