| shams said: My comments: Pro: + they made a profit in this qrt! Neg: - they didn't make much profit -- atleast they made a profit when most were not expecting it Still can't believe they shipped less PS2 software than PS3. Then again - around 9m-10m of PS3 was MGS + GTA. ... To put the $50m profit into focus: Sony would have made $50m-$80m "profit" from MGS + GTA software alone. Next qrt is going to be pretty challenging, before the big Xmas qrt. |
There are couple of other points i will like to make..
1. i remember PS3 boss saying that they r going to get smaller 45nm Cell and 65nm Graphic chip in 3rd quarter ... so i think they r going to further reduce the cost of the PS3 hardware and i think it will be profitable pretty soon if they don't drop the price. so maybe now PS3 doesn't need PS2 hardware support to bear its losses... if in this quarter they have shown that the gaming division can earn a profit with higher PS3 sales then PS2 sales then i think future is bright..
2. the major concern is having blockbuster games one after the other... MGS has shown that a good exclusive can boast hardware also... so i think they need exclusives and top ones.
3. Your logic of $50 - $80m profit from software alone is also a little flawed as Sony pays for advertisements and must have paid for the bundles deal also.. similarly they have these free onlline service which most of the games use.. and they pay it themselves... So i believe we have to take the profit or loss of the entire division instead of picking one item from it... as they cost is distributed and so is profit over multiple sub divisions..
But i do agree next quarter is going to show that if there gaming division is strong enough to reduce price and safe from red ink or not... and its going to be really slow ... but its good to see Sony is performing reasonable cuz competition is always good.
