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Analysts React to PS3 Delay

GameDailyBiz has a piece looking at some professional analyst opinion on what the PS3 delay means for Sony. From the article: "Merrill Lynch analyst Hitoshi Kuriyama cautioned, however, that we shouldn't take the global launch for granted as there are still many hurdles. '[Sony] still has a number of obstacles to surmount before it can achieve a simultaneous global launch of PS3 in November. We will need to keep close tabs on whether any further delays emerge because postponing the launch will worsen the company's competitive position,' he said in a research note."

4 of 76 comments (clear)

  1. History lesson: do not believe Sony's hype by Stormwatch · · Score: 4, Informative
    Playstation, promised:
    * 1,500,000 polygons per second, flat-shaded
    * 500,000 polygons per second, textured

    Playstation, reality:
    * 360,000 polygons per second, flat-shaded
    * 180,000 polygons per second, textured

    Playstation 2, promised:
    * 66,000,000 polygons per second

    Playstation 2, reality:
    * 7,000,000 polygons per second

    Meanwhile, those who are honest and try not to overpromise get screwed up the pooper:

    Dreamcast, promised:
    * 3,000,000 polygons per second

    Dreamcast, reality:
    * 5,000,000 polygons per second

  2. Re:About the Delay... by badasscat · · Score: 4, Informative

    Bill Gates had previously stated he planned to release around the time of Playstation 3. Microsoft distanced themselves from those comments after it was apparent that Halo 3 wouldn't be ready in time, but with Playstation 3's delay this could once again become a threat to them.

    Repeat after me: there is no US delay. This is a delay in Japan.

    Halo 3 in Japan will sell somewhere between four and six copies. So I doubt Sony is any more worried about this today than they were yesterday.

    The US plan officially has always been to launch the PS3 "this year." The only region to get an actual launch period was Japan, which was going to be "spring" of 2006. Given that, you can extrapolate from the launches of the PS1 and PS2 (which had Japan/US launches that were staggered by nearly a year in the PS1's case and around 8 months in the PS2's case) that the PS3 was probably going to arrive here before Christmas, but not much before. Most people had expected Thanksgiving or thereabouts.

    But the bottom line is you can't "delay" something that has never had a launch date to begin with, or even a launch month. Nothing more specific than 2006 was ever announced for the US before today. The delay affects Japan and Japan alone, so any talk of MS taking advantage of the situation is misguided. MS can no more exploit the situation as it exists today than they could exploit the situation that existed 3 weeks ago, because that situation hasn't changed in the west.

    My only guess about how all this confusion is happening even among supposedly highly-paid analysts is that somehow either a simultaneous launch had always been assumed (because, you know, MS did it) or some of these guys just simply failed to differentiate between regions. Not all of these guys are experienced enough to have been dealing with the game industry even back when the PS2 was launched. These analysts often deal with many different industries and they're not always as on top of things as it seems.

  3. Re:About the Delay... by OmegaBlac · · Score: 2, Informative

    In case anyone is curious, a list of the best selling console games of all-time is here.

    Heres some entries on the list of the Top 20:

    1. Super Mario Bros. 3 (NES - 17.28 million)
    2. Grand Theft Auto: San Andreas (PS2 - 12 million)
    4. Super Mario 64 (N64 - 11.62 million)
    6. Gran Turismo (PS1 - 10.5 million)
    7. Super Mario All-Stars (SNES - 10.5 million)
    15. Halo 2 (Xbox - 7 million)

  4. Re:Delay? For Whom? by wolrahnaes · · Score: 2, Informative

    Volume production of Cell chips for the PS3 is underway along with the RSX rasterizer for the system

    uh huh.....and nVidia publically stating that they are not recieving any payments for RSX chips this quarter (thus meaning that they're likely not producing them yet) seems to tell a different story.

    Given Sony's history of flat-out lying about the capabilities of their consoles, and nVidia's recent record of solid product launches, I'm going to have to trust nVidia over Sony (or a Sony employee, as you seeem to be).

    --
    I used to get high on life, but I developed a tolerance. Now I need something stronger.