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jvmkdg said:

how many units do you think sony will ship in this fiscal quarter? I'm imagining something between 3 and 3.3 million units and in the last quarter about 6 million. I think that forecast of 18 million during the fiscal year very out of reality.

They need to be shipping close to 8m in the holiday quarter to make that 18m forecast, given the recent improved supply if they are also holding some production back for holiday then it's doable (say 3.6 this current quarter, then 8m then 4m)

I do think it's more likely they will fall short though. 16-17m maybe.