PS3 sales

Oh nothing really. Just that you know how some people are on the web. After they hear one bad story about something they start making doom and gloom post. I'm glad you nipped in at the bud.

 

The stock market loves margins with a lust which cannot be quenched. NV has been, corporately, above 40% for some time, which is fantastic. . . but has also been making public noises at the highest levels that they did not feel that 45% was out of reach. This is the kind of talk that makes financial analysts mess their drawers, and has been built into NV's stock price to some degree. But sales assumptions for RSX, since it is a royalty deal and nearly 100% margins (as described by NV themselves) was certainly built into the thinking that 45% corporate average might be in reach. If RSX sales are somewhat lower than previously expected, then the chance that NV will continue to expand their already historically high margins towards 45% is also greatly reduced. So what this report is really saying is "Sorry, folks, it's liable to stay at 'Wow!'. . .'ZOMG!' may have left the building for now. . .anyone banking on 'ZOMG!' should plan otherwise."

 

So this begs the question, does NVDA only get licenesing fees on 'sold' machines and not manufactured?

If thats the case, that's a potentially raw deal and I could easily see this effecting overall share price (short and long term.)

Is Sony in strict control of RSX at this point? Are they going through the reductions themselves? Is NVDA involved in this process? Or is NVDA just sitting back and collecting checks at this point?

 

I seriously doubt that, why would nVidia make a deal like that?

edit: crap I forgot Sony manufactures them... So yeah the deal could very well be what you proposed, even likely.

 

Very clearly not.
129$ is what iSuppli estimated (with highly arguable confidence levels) to be the cost of RSX. The claim that NVIDIA gets the same 129$ a pop "according to iSuppli" means assuming zero manufacturing cost per unit, which is quite frankly retarded.

 

Absolutely and for the analyst to lower nVidia target share price from $45 to $33 on the back of that retarded thinking clearly displays what complete imbeciles these analysts are.

That's peoples investments/pensions etc that they are putting at risk with that kind of bollocks, how do we make these guys accountable for drivel like this?!

 

Has anyone actually read the analyst report, because it wasn't clear to me whether the analyst report actually says that or the Bloomberg report, reporting on the alanyst report puts that together...

 

Stop being so rational, cant you see I was on a rant!

Found this Nvidia stuff @ Barron's

Which while not ruling out the possibility that Mr McConnell was the source of the NVIDIA get $129 a pop comment, certainly indicates that he has additional concerns over other revenue streams (& incidentally most of those would apply equally to ATI, wrong topic though)

 

At this point it seems to me that the article writing about the analyst report put those two figures together. The analyst specifically cites "royalties" but the iSupply figures are approaching graphics board revenues - Pacific Crest have covered NV for some time and I would be surprised if they got these mixed up; they also covered them long enough to have heard the royalty levels that NV have previously cited for PS3.

 

Because PS3 sales need a push MS "decided" to make a generous deal to promote rival console on one of their X360 games.

Champion League for the PS3 "rescue"

 

that is nothing to do with agreements with microsoft and EA.
EA gained licence from UEFA to make UCL game;
UEFA officially sponsors Sony Bravia and PLAYSTATION® 3

if microsoft were not to allow PLAYSTATION® 3 on the game the game itself wouldn't exist on XB360.

by the way, why isn't this game on PS3 or Wii??? are they still in development problems (how could they when other EA studios have games like NFS:C and NFL Madden 07)

 

Reminiscent of the recent full back cover Gears of War advertisement in PSM3 magazine..

 

Uhm... Maybe it should be "Sony (Bravia and PS3) sponsor UEFA" not the other way round...?

 

he forgot the "are" between sponsors and Bravia.

 

true

 

DSL 194,526
Wii 83,754
PSP 35,700
PS2 20,995
PS3 19,996
Xbox360 7,365
GBM 1,177
GBASP 1,023
GC 347
DS 82
GBA 34


From media create

 

Interesting, if anything, the Wii is the true successor to the PS2. At least EA's CEO is finally recognizing the need to support the two fastest growing platforms.

Maybe the Japanese aren't just rejecting the xbox360, but rejecting "next gen" in general that are seen as mere graphic upgrade.

 

Wow nintendo just continues to destroy all in japan. The DSL sales are nothing short of amazing. The Wii outselling the PS3 4-1 is doing rather well considering supply problems. I have said it for a while MS has to be very pleased that the PS3 is tanking in japan making the territory for now atleast meaningless for the HD console war. I do have to feel bad for some of the developers who put a lot of money into PS3 projects and will be lucky to make thier money back because of poor sales of the PS3 platform.

I am not sure if it even sure a real price cut can help sony right now in japan. I really believe for now alteast the market has turned its nose up at traditional console games.

 

Time to port asap! C.Y.A.

 

PS2 and PSP are outselling PS3?