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Phrancheyez on 22 January 2009
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NJ5 said:
Phrancheyez said:
NJ5 said:
papflesje said:
@ NJ: what would your guess be? Even higher, or closer to the second link that mrstickball posted?

I think these estimates might well be correct at the pre-currency-crash levels, since Sony was expecting to break even on hardware towards the end of the fiscal year. Right now it depends a lot on the mix of currencies Sony uses to pay manufacturing/components, so it's really anyone's guess but it can only be higher than $448.

 

 

That's a pretty bold statement..I'd have to respectfully disagree.  But, as you said, it's anyones guess...that's your guess, and this is mine.  But I don't think it's at or over $448.


OK I should have been more clear. That sentence I wrote is under the assumption that iSuppli was correct at the moment I mentioned.

If you are correct, you're not expecting SCE to post a loss in either of the last two quarters, right?

 

 

I'm not saying that..I didn't say I thought it was $400 or anything, it could be just a little lower.  I don't think groups like iSuppli take into consideration bulk ordering..Sony doesn't pay the same for a component if they buy it singularly vs. if they buy it in bulk, and that site has no way to know how much they pay for each component bought in bulk.  They're either assuming/estimating or they're basing it off buying each part individually, the former which is very hit-or-miss and the latter which would be way off.

You could be right..I just don't think it costs that much.  That's also as of October 2008, and things could easily have changed since then.