Kaz is smoking some serious hashish. The only way Sony could pull this off, is to do some "trick" like selling 2-3m units to their own "retail" stores.
They will end up with around 11m sold (lifetime) by end of March '08 - which is around 2.5m for the qrt (Q1 '08). Give 1.5m (approx) for shipments/channel stuffing, and they will miss their forecast by 2-3m.
The price cut has moved them closer to their target - but they are still off by a mile. I don't know what BIG titles they have hitting Q1 '08 to help them either - no GTA, no MGS, no LBP, HOME?, Killzone, etc...
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All in all, the numbers have turned out pretty much as expected - see posts from 9 months ago (when Sony first announced the 11m target) for proof.
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Its also worth noting that Sony selling 2.5m units in Q1 '08 - will be a challenge in itself. Its a 14 week period - thats an average of almost 200k / week (worldwide) sustained. They were selling less than half (80k/week) in the same qrt 12 months ago.
If sales drop off 75%-80% (post Xmas) as expected - sales will be around 100k / week.
I'm looking forward to see what tricks they have to pull out of their bag post-Xmas...