Ok I agree and thanks RolStoppable for welcoming me back from being unbanned...especially since you motivated stof to ban me...by saying "ok mod its time to take action" 

A) I'm not a coward that runs around forums and starts new accounts to piss off mods and the owner ioi

B) I wanted to have another account because I hated the name Tetsuya...I think Takashii fits the bill..

So you can chill out with the anti-Tetsuya race your going against because I'm not a negative person at all... 

I'm starting to think that people in this forum devote more time to thinking about Sony's numbers and strategy than Sony themselves. Either that or they want the stock price to go down.

About the 11M PS3s, the Sony reports has this to offer:

"Our forecast for the fiscal year ending March 31, 2008, is unchanged....
However, we are more cautious about the business environment for the remaining of the fiscal year for the Electronics and Game segments compared to our May forecast."

Electronics and Game probably meaning the same thing: PS3 isn't selling as expected, which is a major hit for both the game and Blu-Ray formats.
From their last paragraph I could say they are already aware that the PS3 isn't going to reach the planned sale numbers. Also notice that they say in page 4 that their current inventory has increased 86.1% compared with the same period last year... Maybe too many stocked PS3s?...

Not maybe, for sure. They say so in the next sentence:

"This increase was primarily due to the buildup of finished goods inventory following the introduction of the PS3 platform in Japan, North America, and Europe."

PS: Welcome to the forum :)

I am pretty skeptical of the PS3 forecasts myself but I have to say that I think if we are going to tell people to give Nintendo the benefit of the doubt for its projections by saying "They know more about their situation than we do" that we should be willing to give Sony the benefit of the doubt ...at least until the end of this quarter when we should have a much clearer picture.

Thanks! :)

Now.... don't you think "finished goods inventory" means a warehouse full of fully assembled, ready-to-ship PS3s? It doesn't sound like parts or something IMHO.... But then it would be also games and accessories...

Eduardo

Nintendo does have a track record of exceeding their forecasts. Sony has a track record of under performing.

IMO, you earn to the right to be given the benefit of the doubt.

That's quite different, IMO.

I have no doubt in my mind that Sony could produce 11 million PS3s this FY. I just don't think they can sell all of those, when they themselves say they still have 1.2 million left from the past FY right now, and only sold 0.7 million this quarter.

What I think it's silly is people seeing Nintendo project 16.5 million sales and still say "oh no, no way they can produce that many!" Like they're going to produce 5 million less than they're expecting to sell.

http://www.irwebcasting.com/070726/06/0a5bffa662/index.html

If you want to hear some more information on PS3 price, inventory, 65nm Cell/RSX Scroll, the future of PS3 and blah blah, then scroll down in the gray box and click on the Q&A link which will make the audio jump to that part. I'm still halfway through and there are many questions on the PS3 already. The questions and answers are given with the same voice which is confusing, because it's a Japanese<->English interpreter talking.

One bit of info - The 65nm RSX will only happen after the 65nm Cell, and both are happening "later rather than sooner". There's a news item on this already on the web:

http://www.next-gen.biz/index.php?option=com_content&task=view&id=6573&Itemid=2

Regarding when profit will be made on the PS3 hardware sales:

“The removal of the negative margin will be when all of these factors have come out. Maybe, marginally, we could achieve this during this year,” Oneda told a Citigroup Securities analyst during a Q&A session. Oneda still couldn’t specify exactly when this break-even point may happen.

Also, it's not clear at which price point which the breakeven point occurs. Are they basing it off the $599 or the $499 price?