OT
no offense Expletive
when i say that i don't want to be mean and quote you it was about be mean for sony defender.
OT
when did they start to produce diode?
for some time I guess and but like all the others companies in the bizzness they haven't manage to improve the diode's "yeld" >> supplie issue for the whole bizzness.
So they launch mid november taking in account logistic (quick for japan long for US depending on costs airplanes vs cargos) I will round up and say that production for launch unit will end in october.
So as far as diode is concern i will say they have almost two month add this to the actual stock.
Sadly iit 's adding up to 500K, so my prediction 2 millions is optimistic and it take in account the yelds improvement.
As far as diode are concerned it seems that electronic companies expect a back to normal situation in spring 2007, so ii think that Sony can easily reach 10 millions units by end of 2007 and more if the market is enthousiatic.
that is a bad news for the whole bizzness 2007 won't be a good year.
when Sony will have recover from shortage it will be a bad time of the year for selling expensive toy. MS have already experience it.
The problem is not how Sony will do in the first year but how will do xbox in its second year. Sony won't narrow the gap in install base quickly>> IF MS do well they will never recover, If MS is close of its goal +/- 10 millions in one year they will probably chose a more radical pricing politic to take advantage of initail ps3 shortage.
They will have in march three time the instal base sony has probably more>> editors will change theirs minds. If the 65nm shrink transition goes nice (not a given) MS can chose to cut 100$ on each SKU ok they will lose as much as sony per unit but they will really take advantage of sony initial weakness this weakness won't last.
In that case both system will be at best on part for most of the time of this generation but the xbox will be the leading dev plateform witch almost negate sony hardware advantage.
Sony is in big trouble MS has to execute properly and has to be aggressive.