| Squilliam said: They could just be cautious. Microsoft has slowed down production in Jan-March before and suffered from some shortages. My guess is that they aren't intending to book as much production ahead of time and thus be more conservative. If the Xbox 360 sales continue to do well up to and beyond November when Kinect launches its pretty obvious Microsoft will book some more wafers from the fabs. Theres no point in their building up too much inventory and there still is the question on whether they will shrink again to 32nm next year which would mean that unsold 45nm Xbox 360 S chips will be a PITA they don't want to man |
I agree it looks like they feel they have enough to meet slim /kinetic estimates and i think your spot on with the 32nm shrink , it would be nice to know Sony's and Nintendo's plans regarding production because if its a full market down turn they should be in the same boat going forward even with different strategys.
Research shows Video games help make you smarter, so why am I an idiot
