| dbot said: I think you should wait until the new financials are released. The Q3 2007 results, that you constantly quote, cover a period that is 3 - 6 months ago. There are reports in December/January that the BOM for the 40 gig is sub $400. http://mygen.com.au/article.php?page_id=75602388148801047&format=4&se_id=29&rss=1
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The information I quoted is from Sony's CFO, and it was out in January. It's the best we have right now. The report you linked to is from an analyst, and we all know how reliable analysts tend to be.
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