| BKK2 said: ^ 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. 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. |
What in the world? How could one even come up with that silly explanation of what Tretton said. The fact of the matter is they shipped 14.41 million at the end of June. Are you trying to imply they have shipped another 1.89 million since the end of June or those produced consoles are just sitting there and should be counted as shipments(as Tretton said)? As ioi has already stated there is probably not even ~600k in channel right now. I mean how in the world could one justify what Tretton said in any fashion or form. By going by produced numbers as you say then one would certainly have to take into account all the newly produced 60GB 360s coming from China and hitting stores this week as well.
It's like saying we will take into account are produced numbers right now, but not yours.
That methodology is just silly to say the very least. Tretton knew what he was saying, and of course he could have been confused, but if he wasn't there is no way in the world to justify what he said. I said back then when he said it he was totally wrong and he is wrong today still. 6 million shipped difference is a whole lot more than 4.
As a side note if you look at the PS3 and 360 shipments from the time the PS3 hit the market they are almost the exact same. So that 1 year head start is still clearly there today.
Since the launch of the PS3, WW shipments:
PS3 14.41 Million
360 14.40 Million
