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i dont think for a second they really believe its "lack of software"  May could very well drop below 60k, and if that happens and no red flags go up i dont think anyone can justify it.  I've been saying all along i wont panic having invested in a PS3 until AFTER xmas if sales dont pick up.....ill stand by that, i wont be alarmed until after xmas, but i just think MS opened the door for them with the elite, and with BD sales staying strong I think they are only a price drop + Sony BD package away from stepping up big time, PS3 + Casino royal or Spidey 1 and 2 for $550 or  $500 for casino Royale......who knows what theyre trying to do anymore, im gonna stop guessing because if they are still comfortable with the sales from april and are going to hold out until fall for software, ill drive myself crazy reading that sh*t, out of frustration.