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Forums - Microsoft - MS Q1 2011 Earnings Release - Official Thread

Seece on 27 October 2010
ethomaz said:
Seece said:
Slimebeast said:

It needs to be at least 3.5 million or else VGC sales numbers of the X360 might be adjusted down.

Last few quarters shipments have been low and Sony has been catching up immensly, Mi crosoft needs to step it up and show a huge shipment quarter f

Not so, the gap in sales and shipments last Q was 1.7. They need to ship 3.4 to match that gap, but then 360's have been selling at a much much faster rate, so anything as low as 1 mill on shelves is possible. Actually if they posted 3.5 mill shipped we might see adjustments up.

And if MS posted less than 3.4m???

?? READ the rest of my post it's there in black and white ...

dear god.



 

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ethomaz on 27 October 2010
Seece said:
ethomaz said:
Seece said:
Slimebeast said:

It needs to be at least 3.5 million or else VGC sales numbers of the X360 might be adjusted down.

Last few quarters shipments have been low and Sony has been catching up immensly, Mi crosoft needs to step it up and show a huge shipment quarter f

Not so, the gap in sales and shipments last Q was 1.7. They need to ship 3.4 to match that gap, but then 360's have been selling at a much much faster rate, so anything as low as 1 mill on shelves is possible. Actually if they posted 3.5 mill shipped we might see adjustments up.

And if MS posted less than 3.4m???

?? READ the rest of my post it's there in black and white ...

dear god.

So if MS posted between 2.7 and 3.4 million is not necessary adjustments.



Seece on 27 October 2010
ethomaz said:
Seece said:
ethomaz said:
Seece said:
Slimebeast said:

It needs to be at least 3.5 million or else VGC sales numbers of the X360 might be adjusted down.

Last few quarters shipments have been low and Sony has been catching up immensly, Mi crosoft needs to step it up and show a huge shipment quarter f

Not so, the gap in sales and shipments last Q was 1.7. They need to ship 3.4 to match that gap, but then 360's have been selling at a much much faster rate, so anything as low as 1 mill on shelves is possible. Actually if they posted 3.5 mill shipped we might see adjustments up.

And if MS posted less than 3.4m???

?? READ the rest of my post it's there in black and white ...

dear god.

So if MS posted between 2.7 and 3.4 million is not necessary adjustments.

Indeed.



 

postofficebuddy on 27 October 2010
DirtyP2002 said:

I think it would be fun to hear what VGC predicts.

 

GoGo ioi!


The Source predicted 3.2.

http://gamrfeed.vgchartz.com/story/82466/shipment-results-preview-for-july-sept-for-the-big-three/

:edit: And yes, I know The Source is usually pessimistic about 360.



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whatever on 27 October 2010
kowenicki said:
whatever said:

It will be interesting to see the impact of Kinect development costs and if that puts them back in the red (along with Windows Phone 7).



So you think Kinect development cost all happened during last quarter?    That must be the quickest development of a product ever!  3 months from conception to release. 

Kinect development costs will have been mostly accounted for previously.... from here on its marketing costs.

And you base this on what, besides pulling it out of your A@$.



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leatherhat on 27 October 2010
whatever said:
kowenicki said:
whatever said:

It will be interesting to see the impact of Kinect development costs and if that puts them back in the red (along with Windows Phone 7).



So you think Kinect development cost all happened during last quarter?    That must be the quickest development of a product ever!  3 months from conception to release. 

Kinect development costs will have been mostly accounted for previously.... from here on its marketing costs.

And you base this on what, besides pulling it out of your A@$.

well, in fairness you're pulling info out of your ass as well



ǝןdɯıs ʇı dǝǝʞ oʇ ǝʞıן ı ʍouʞ noʎ 

Ask me about being an elitist jerk

Time for hype

whatever on 27 October 2010
leatherhat said:
whatever said:
kowenicki said:
whatever said:

It will be interesting to see the impact of Kinect development costs and if that puts them back in the red (along with Windows Phone 7).



So you think Kinect development cost all happened during last quarter?    That must be the quickest development of a product ever!  3 months from conception to release. 

Kinect development costs will have been mostly accounted for previously.... from here on its marketing costs.

And you base this on what, besides pulling it out of your A@$.

well, in fairness you're pulling info out of your ass as well

All I said is it will be interesting to see the impact of Kinect on profitability.  Since I didn't make any claims, I'm not sure what you are referring to.



Seece on 27 October 2010
whatever said:
leatherhat said:
whatever said:
kowenicki said:
whatever said:

It will be interesting to see the impact of Kinect development costs and if that puts them back in the red (along with Windows Phone 7).



So you think Kinect development cost all happened during last quarter?    That must be the quickest development of a product ever!  3 months from conception to release. 

Kinect development costs will have been mostly accounted for previously.... from here on its marketing costs.

And you base this on what, besides pulling it out of your A@$.

well, in fairness you're pulling info out of your ass as well

All I said is it will be interesting to see the impact of Kinect on profitability.  Since I didn't make any claims, I'm not sure what you are referring to.

What do you mean by development costs? Costs of the HW or conception to release?



 

whatever on 27 October 2010
Seece said:
whatever said:
leatherhat said:
whatever said:
kowenicki said:
whatever said:

It will be interesting to see the impact of Kinect development costs and if that puts them back in the red (along with Windows Phone 7).



So you think Kinect development cost all happened during last quarter?    That must be the quickest development of a product ever!  3 months from conception to release. 

Kinect development costs will have been mostly accounted for previously.... from here on its marketing costs.

And you base this on what, besides pulling it out of your A@$.

well, in fairness you're pulling info out of your ass as well

All I said is it will be interesting to see the impact of Kinect on profitability.  Since I didn't make any claims, I'm not sure what you are referring to.

What do you mean by development costs? Costs of the HW or conception to release?

The costs of producing the hardware, the cost of testing the hardware, the cost of fixing bugs, etc.  Marketing costs will also have an impact on this quarter, but to say those will be the only costs is not realistic.



Seece on 27 October 2010
whatever said:
Seece said:
whatever said:

All I said is it will be interesting to see the impact of Kinect on profitability.  Since I didn't make any claims, I'm not sure what you are referring to.

What do you mean by development costs? Costs of the HW or conception to release?

The costs of producing the hardware, the cost of testing the hardware, the cost of fixing bugs, etc.  Marketing costs will also have an impact on this quarter, but to say those will be the only costs is not realistic.

Well, it's hard to tell if the HW produced in this Q will be taking into consideration at all. It might and most probably will be moved to the following Q when the HW is actually sold. Also it's not really a secret or surprise they're selling for a profit. Kinect has been in dev for a long time, "fixing bugs, testing hardware" and the division has been profitable, so I'm not sure why testing and bug fixing will be a strain this time around?

Marketing costs like I said earlier, could be spread out over the course of the year, given that $500 mill marketing is a year thing. I can't see them paying for marketing due to start next September tbh. Hey I could be wrong.