TheBigFatJ on 01 August 2007
The result, however, is no change in the forecast figures.
They're telling people they're down-revising their forecast, and then they go out of their way to say they're no change in their forecast figures which *sounds* like a contradiction if you don't understand what is happening. The biggest issue is that investors would have to go back and dig up the old numbers in order to find out how the forecast was revised, because they're doing it indirectly.
Sony should have said, "So our total-shipped forecast for '08 will is down by 2 million units." Or they should have said, "We will retroactively apply these to our previous numbers and the new 'shipped' figure is down to 3.6 million for fiscal '07 from 5.5 million."
I guess the end result is that they've decreased their forecast by approximately 2 million units. This is certainly going in the right direction, and if they have another disappointing quarter even with Lair and Heavenly Sword and whatever else is coming out this quarter, they'll likely decrease their forecast again. And they'd have to if they weren't ramping up their production by then.
