Sheesh. Has anyone else seen this?
http://www.gamesindustry.biz/content_page.php?aid=27326
...
Pachter Pachter Pachter ...
It didn't strike me as very likely but I'm happy to hear other views.
Not very likely? You haven't heard about a game that looks worse on the PS3 (Spider-Man 3) or that is half the framerate on the PS3 (all the football games this year) or is six months late on the PS3 (Rainbow Six: Vegas)? Why does it seem so unlikely that Rockstar are having the same problems with the PS3 that dozens of other developers are having?
And the "non-exclusivity" deal with Sony seems reasonable: Sony may have shied away from paying X mln. to keep GTA4 exclusive, but maybe they paid Y mln. to keep GTA4 from becoming Xbox 360 exclusive (where Y << X).
Now look at the 100 million PS2 owners who played Naughty Dog or Insomniac games
The vast majority of the 100 million PS2 owners
a) bought their PS2 at $200 or below
b) are not "loyalists", but casual gamers with very little brand attraction
c) haven't touched a Naughty Dog or an Insomniac game, as evidenced by the sales numbers of these games.
...the next gen Ratchet and Clank (a franchise that has sold 13 million on the PS2)
It's silly to speak of the "franchise that has sold 13 million" - it's much more meaningful to speak about the highest-grossing game of the franchise. By that measure, the "GTA franchise" has sold maybe 100 million, and the "Mario franchise" maybe 200 or 300.
Personally, I can't decide who benefits most from the GTA4 delay. (Well, outside of Nintendo, who will snatch up an additional couple of million PS2-owning casual-gaming cheapskates this Christmas.)
Pluses for Sony:
- probably the PS3 version will get in a better shape and be more comparable to the 360 version after six more months of tweaking
- after proportional pricecuts, the absolute difference in the systems' prices will be less in the spring
Minuses for Sony:
- it will steal away from MGS4's thunder, which is much more of a "their" franchise, after the repeated oaths of fealty by Kojima
- another slap in the face IF the Pachter story turns out to be true (I'm inclined to believe it for now)
- less PS3s sold this Xmas period
Pluses for Microsoft:
- more breathing room for the first- and second-party titles this fall, which are more profitable
- a good chance to mount a "we have the better GTA4" campaign against the MGS4 hype
Minuses for Microsoft:
- less 360s sold this Xmas period
- the marketing strategy for the DLC will have to be re-thought - if they were scheduled to hit e.g. 3 and 9 months after the release, and they are delayed proportionately, the second one will fall in the Xmas 2008 period... wait, that would be a plus?
Pluses for third-party publishers:
- everyone with a shooter/violence game scheduled for Xmas 2007 gets to sell more
Minuses for third-party publishers:
- everyone with a shooter/violence game scheduled for H1 2008 gets to sell less
- the uptake of next-gen consoles is slowed down a bit, since less PS3 and 360s get sold this Xmas period.