| madskillz said: Seriously, I firmly believe the shortage to create demand theory. They are letting supplies drain, giving folks just two choices - a Wii or a PS3. And that can be as different as night and day. Consider this - the PS3 gains a yard or two on MS due to less 360s. Sony fanbots rejoice - then, MS rolls out the newer, more reliable 360s, all with HDMI and $50-$100 cheaper. And with the 360 in demand, this move literally ignites sales in NA to Wii-like levels. Will it be sustained? No ... but it will bury Sony until early summer. |
That's just silly. The lack of supply isn't going to create any huge demand. At best, their sales when the unit comes back into supply will be sufficient to bring the 360 back to normal installed levels for the year. At worst, the 360 will be pushed more quickly toward third place as the PS3 gains sales and momentum while the 360 is gone.
There will be those who want the 360 and can't get it. They'll wait for it to come back into stock and then they'll buy it. This will create a spike. There will also be those who want a 360 and can't get it so they buy a PS3 instead. They're happy with it and never get a 360. There will be almost no one who says, "oh man, the 360 is hard to get. I better get one when they're back in stock!" That's just silly -- game systems don't sell because they're in short supply. They're usually in short supply because they sell.
In the game console business, shortages are to the disadvantage of the company who has them. If Nintendo could produce enough Wiis tomorrow for demand, they would. It would be stupid not to.
Sony is getting a surprising amount of momentum right now.
