| Imports |
DC Magazine GD-Rom
Vol 2
This issue is currently sold out and has been marked as such on the
on-line store. All orders received as of this morning by e-mail, on-line store, or fax
will ship today. All others will ship later this week as we expect additional issues in a
few days. |
Dreamcast Products
NCS expects the various DC consumer products to arrive next week.
There was a minor licensing issue with the vendor in Japan that was offering these goods
but it appears to have been resolved. |
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| Everything
else |
Holiday in Japan
The video game industry in Japan (Sony, Sega, Nintendo, assorted
distribution houses, etc) are all on hiatus this week. NCS was expecting a restock
shipment on Friday but if it does not arrive on time, this will be the reason for the
delay. |
Capital
Mr Market has seen the light and he wants out. Perhaps the October
effect will hit the market in August and we'll rally into Christmas after all this is done
and AG has his way with the hikes. All of our put writes have been bought back to protect
the premiums that we gained. We'll use these premiums to open a straddle with a heavier
bias on the short side. We're undecided as to the overall direction but we think going
short is the right thing to do but we would like to ride the rallies that seem to appear
out of nowhere and to moderate the whipsaw effect.
For a while, it looked like the Russell would recover nicely but it
has broken down. Gold on the other hand has bounced off the bottom it hit two weeks ago
and is climbing nicely, if not tentatively. We'll trade these accordingly. |
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