Year on Year - The Big 3 So Far

[goddog]

kowenicki said:
@goddog

Yeah the PS3 drop is steadily increasing... it will need a price cut to just equal last year if it doesnt get one soon. It will be showing down 20% by the end of the summer... thats quite big. 13m shipments for the financial year seems like fantasy right now. Which is why there must be a price cut in offing sooner rather than later.

I have to believe that sony feels the value added statagy will work, and that one or two of its big games will make it out before years end. they may even be betting on this witha form factor change without a price drop. very dangerous gamble. 

I think they are hopping FFXIII comes out in japan in the holiday quarter, and GT 5 comes in around when killzone 2 came out world wide, those could give 2-3 million hard ware units (right now i trying to play it like sonys brass thinks it will go) at the same time say in october they reduce a new form factor with 2 games bundeld for the same price 399, the 499 unit is fazed out and you have what they will call a price cut. 

 

what id rather see them do is hold out till mid November or even late november and cut the price by 100 dollars say black friday. that could give them 2 quarters where they are not losing money on PS3 sales and can justify to corporate the cut. A lot less risk is taken in the latter, though with this approach do not expect to see another price cut in 2010. look for one in 2011 and then every year after that