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SlorgNet said:
11 million is not impossible. Looking at Sony's investor relations PR sheet, they predicted 11 million for Fiscal 07 and already recorded 0.71 million sold to retailers in the first quarter (April to June 07). So they need to sell 11 - .71 = 10.29 million.

About half of all console sales take place in the holiday season, and this is the first year the PS3 will truly be available worldwide. So that means selling about 5 million units worldwide during Oct-Dec - say, 2 million in North America, 2 million in Europe, 1 million in Japan. Over three months, these numbers are doable. A Euro/Japan price cut would do the trick.

Don't forget, there's an awful lot of high-quality software coming out for the PS3 in the near future, and HDTVs are pretty much affordable, so the Blu-Ray factor will start to kick in.

I have them down for maybe 4m during the holidays (7.5-8.0m by end of '07) - but 5m is possible.

BUT - that still leaves almost 3-4m short in what is usually the slowest part of the year (or close to it). No way they can sell 3-4m in the 4th qrt - without a massive price cut, game list & ad campaign. And even then, they would likely only sell 2-2.5m (around double what they are selling now).

That alone leaves them almost 2m short of predictions.

I figure 4m over the holidays, and 1.5-2.0m over 4th qrt. Which places them around 3.5m short of fiscal predictions.

...

As I have said before, the real battle starts Jan 1st '08.

 



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