Nobody is crazy enough to accuse me of being sane.
Nobody is crazy enough to accuse me of being sane.
The big questions for Febuary (providing the estimates are near true): 1. How "low" can Sony go? Supposedly, the supply/demand is stabilizing. However, by all accounts, it was still somewhat sold out in early Feb. March will be a 4 week month. Can it stay above 200k with the software? If so, it should do mediocre business the rest of the year, and give Sony a fighting chance during the holidays and '08. If not, there are some semi-dark days ahead until major titles ship and a pricedrop happens. 2. How quickly can the Wii max out on demand (if ever?) 350k is great for the Wii, however, the real question will be if it can keep shipping 80k+ a week and selling out in March. It seems that supply is coming a little bit easier to find. Maybe a slowdown in March? 3. Will the 360 keep up with January, and sell just at 20% below, or slightly more due to games like MLB2k7/Crackdown? It seems that 360 software is still #1 in the next gen - but by how much? 4. What will the new software attach ratios be? Can the Wii and/or PS3 sell near 1m software units each (not including Wii Sports)? 2.4 is an improvement for the PS3, and 2.4 for the Wii is staying the same. If trends like that continue, the PS3 could improve it's ratio past the Wii in software - a good sign for the PS3, and a bad sign for the Wii as it seems that it'd be getting the 'casual' effect the DS has got and have lower-than-normal tier ratios. If that's the case, then devs might not flock as quickly as some think they will.
Back from the dead, I'm afraid.
Those numbers all seem sensible, and quite reasonable to me. At 350k the Wii is selling out (about half the global, monthly production levels - and we know about 300k sold in Japan for the month). No idea how much PS3 is producing, but if Sony's shipment figures are to be believed, it should be selling higher than this. As said, March is the critical month for it. I expect Wii Play *at least* to break 100,000 units - easily. It may even top the month. Not so sure about Sonic (was it a late Feb release?) or WarioWare - could also do 100k. The challenge is really out to the 360 - plenty of software, plenty of hardware available. Can it keep outselling the PS3? Can new software lead it to #1 for the month? Also curious to see if PSP sales picked (with the big Jan releases), and if DS sales recover after a resupply.
Gesta Non Verba
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