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Sales - Roll Reversal - View Post

I would prefer to comment only on North America. I think I am more comfortable with those trends, because I have ran the numbers there more consistently. I do believe that the PS3 has hit a wall in North America. The console has languished within the same market share for almost a year. Which is around seventeen percent. More to the point it is languishing terrible close to two sales points which in themselves are walls. I have alluded to this before.

At just south of fifteen percent a console has basically become marginalized in many retailers that market share doesn't warrant a full door. Let alone prime placement, promotions, and obviously the title selection is correspondingly poor. At below ten percent the console moves beyond marginal, and enters the realm of dead console. These two are distinctly intertwined. Being that once a console is marginalized there is no way out, and it basically drives console sales further down.

The whole point of this is that the PS3 has slid perilously close to fifteen percent in the past, and I do believe that the console has exhausted most of its early adopter, and most of its price point potential. Meaning that the console which is already on shaky ground has things stacking up against it. However the PS3 has proven to be a real fighter. Somehow it manages to stay just out of trouble. I just don't know how much longer the luck can hold out for Sony.

The PS3 has hit a wall. I see no way for it to capture more market. The only question for me is whether it can maintain its market share, and remain a viable platform in North America. Anyway it is hard to imagine a console that is metaphorically at deaths door finding a way to any kind of real recovery.