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KruzeS said:
That means they expect 16.5 million shipped (as in warehouses) LTD in March 2008, and say nothing about sold (as in retail). They may still meet it, but only with some 4-5 million units in inventory, and another 1-2 million or so lying around somewhere - they already had 2 million in inventory this March, so that's not unbelievable. Also, that might explain the PS2 and PSP disparity, as they're may not want be willing to build inventory on those.

Except, as NJ5 pointed out, their manufacturing is down.  If they averaged 370K per month, we wonder whether they slowed their manufacturing or temporarily halted it.

Either way, Sony needs to have a feasible plan and really believe they're going to ship 11 million units in the fiscal year.  If they do not have a feasible plan for doing so and if it would be now impossible for them to manufacture sufficient units or they obviously do not intend to, then they are willfully misleading investors which is a serious problem.

I certainly wonder what they have up their sleeves.  Personally, I hope they sell enough to ship 11 million units.  It looksl impossible, though.  If I were to make estimates, I'd have 6 million units for the top end of their range in fiscal '08.