About the 11M PS3s, the Sony reports has this to offer:
"Our forecast for the fiscal year ending March 31, 2008, is unchanged....
However, we are more cautious about the business environment for the remaining of the fiscal year for the Electronics and Game segments compared to our May forecast."
Electronics and Game probably meaning the same thing: PS3 isn't selling as expected, which is a major hit for both the game and Blu-Ray formats.
From their last paragraph I could say they are already aware that the PS3 isn't going to reach the planned sale numbers. Also notice that they say in page 4 that their current inventory has increased 86.1% compared with the same period last year... Maybe too many stocked PS3s?...







