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kowenicki said:
YOY

PS3 UP 7% (down yoy next week and possibly for the rest of year- price cut too early?)
360 DOWN 33% (ahem... price cut?... like... now!)
Wii DOWN 27% (horrific collapse)

DS+3DS UP 14% (not bad)
PSP DOWN 45% (bye bye)

PS2 DOWN 63% (who cares?)

PS2

I think PS3 price cut timing was fine.  It seems timed to both support the rash of releases from now through to the holidays as well as to allow the price to establish itself in the market.  I expect the spike will tail off but then pick up again into the holidays with periodic spikes such as in Japan where the price cut and the right game release combine well.

I think MS issue with 360 is how skewed the demand remains globally, which makes pricing trickier.  In Japan the console for example would need huge cuts to generate any change, EMEAA could do with a decent cut while US needs a cut the least.  Sony has the same issue but to a lesser extent I think.

With MS continuing to talk bullish about total sales they must have some pricing activity (whether full formal RRP change or heavily discounted bundles and deals) in the pipeline.



Try to be reasonable... its easier than you think...