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Kynes said:

iPhone ASP is 625 US$. With gross margins of a 50%, really high in this industry, you get a BOM of ~300 US$. Then, you have to invest in marketing, I plus D, transport/distribution costs, retail margin, etc.

NGP hardware seems much costlier than iPhone. Do people really think Sony will sell it for 350 US$, when you don't have a carrier that subsidizes it? It will be PS3 2.0 in a financial sense if they do so.

Sony will sprinkle the books with magic fairy dust and make those bad numbers go away...



"...You can't kill ideas with a sword, and you can't sink belief structures with a broadside. You defeat them by making them change..."

- From By Schism Rent Asunder