| CGI-Quality said: I think they'll meet it. They've got a good amount of buzz right now, from their games, to Move. They'll ride the storm through March 2011 (end of fiscal) and meet their goal. This would mean that they expect the PS3 to be up YoY. Again, I think they'll get it. |
I'm hopeful that they'll meet it as well. It's just that logistically it looks very difficult.
http://www.scei.co.jp/corporate/data/bizdataps3_sale_e.html
Unless we're undertracking it if shipments line up with sales it will probably lose almost all of it's YOY lead after Q2. I can't see it making back 2 million in Q3 and Q4. With GT5 and Move I think it might be flat or possibly ever so marginally up in Q3. That's why I strongly suspect we'll see a price cut in calendar Q1 next year. If that is the case, with that report from Barrons that Microsoft isn't expecting a big January-March I think shipments could be very close by the end of the fiscal year.








