BKK2 on 30 July 2008
^ Quite possible.
They said inventory value was down 29.7% due to decreased PS3 hardware inventory, but the last production shipment they gave was through March 07, so we don't have the difference between production shipments and retail shipments for the Apr-Jun quarter last year.
PS3 hardware has had a 33% reduction in value since then, so a 29.7% is inline with decreased value of the PS3 inventory, but not decreased units. This makes sense as they should have been stockpiling 80Gb in the last quarter. David Reeves said a couple of weeks ago that they are already on their way to Europe.
Jul 19, 2008
GameSpot UK: Why have you decided to move up to the 80GB PlayStation 3 model?
David Reeves: Hard drives worldwide are a commodity just like memory sticks. I used to pay a fortune for memory sticks, even for a 64MB. Now I pay the same for a 2GB. Our strategy was very much based on the fact that we knew that the cost of a hard drive would come down. 80GB is probably cheaper now to buy than a 40GB.
Secondly, we know that people want more storage--that's a fact. Thirdly, we know that having higher capacity helps. If the Japanese say to us, "We'll give you the 80GB model at the same price as the 40GB model," are you going to say no? No, you're not, and we said "OK," and that's what we're going to do. They're already produced and they're on the boat to Australia, Europe, and to the UK. It was a no-brainer, and we thought that doubling the capacity with the same specs and the same price was probably a good way to go.
GameSpot UK: Why have you decided to move up to the 80GB PlayStation 3 model?
David Reeves: Hard drives worldwide are a commodity just like memory sticks. I used to pay a fortune for memory sticks, even for a 64MB. Now I pay the same for a 2GB. Our strategy was very much based on the fact that we knew that the cost of a hard drive would come down. 80GB is probably cheaper now to buy than a 40GB.
Secondly, we know that people want more storage--that's a fact. Thirdly, we know that having higher capacity helps. If the Japanese say to us, "We'll give you the 80GB model at the same price as the 40GB model," are you going to say no? No, you're not, and we said "OK," and that's what we're going to do. They're already produced and they're on the boat to Australia, Europe, and to the UK. It was a no-brainer, and we thought that doubling the capacity with the same specs and the same price was probably a good way to go.
Link
Through March 31 2007 there was a 1.89m difference between produced and shipped. It was probably a similar ammount the following quarter, and this quarter seems to be inline with that quarter. 14.41m + 1.89m = 16.3m, coincidentally exactly 4m behind 360.
So, this does seem most likely the way he calculated it, but it's a pretty dubious method.
