| kowenicki said: @Seece I just think Sony EXPECT to sell more due to the price cut. They may fail in that and this will reflect in shipments for the first two quarters next year. |
Well, I dunno I have to wonder what Sony and Nintendo are wondering about what Microsoft are planning, and if they regret it. (cutting early)
I expect a high Q from Sony because Q3 is usually big for them and in the 3.2 - 3.5 region. However, they expect to be up 700k in shipments this FY, so far they're down 600k, so over the next 3 Q's (inc the one just gone) they have to make up 1.3M yoy. I would be flabberguasted if they did more than 3.5M this Q, if they're flat though they still have 1.3M to make up Q3 and Q4 of their FY. If they're down then it just adds to what they have to do in the next 2 Qs
Last Q4 (Jan/Mar this year) they did 2.1, so how much further up can they be on that? It's unlikely to jump up above 2.8 as it's a relatively slow Q. So it seems they expect their gains from the Xmas Q. Meaning over 7 mill in the Q4 xmas Q, which would be their highest ever Q4 by 500k
I'll be amazed and congratulatory for Sony if they manage it, but 09 they had a $100 price cut and redesign, 10 they had GT5 and Move, this year they have a $50 cut .... this year seems the weakest to me ...
