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I'll be a rogue, and say they break even almost exactly.

They took a HUGE hit on their reports last quarter by devaluing their warehouse inventory from 600 to 400 dollars: that means all those 80 GB models that were already manufactured could now be sold at break even or even at a profit.

That's why Sony's reports were so incredibly awful last quarter, and thus I expect this quarter to be particularly good -- followed by another mediocre-to-bad quarter following this one, because the 400-dollar-devaluing effect will be gone, as will Christmas software sales. 



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