Slashdot Mirror
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."
with Playstation 3's delay this could once again become a threat to them
I'm sorry, are you suggesting that there is some sort of curve where launching the PS3 now would be less damaging to the 360's position than 6 months from now?
Rex is 09 F9 11 02 9D 74 E3 5B D8 41 56 C5 63 56 88 C0
November is just affirmation of the more important and effective Europe and Americas launch.
Secondly, the delay will allow for the unit costs of the components to decrease to a level where the risks of loss-leading are significantly reduced.
If the delay is Blu-Ray related, as I have been hearing on CNBC all day, then the component cost for that piece alone will depreciate significantly.
The difference between a loss of $150/unit and $190/unit (just speculation, here, no flames) would be huge.
My only question here is whether I will be twisting off (diet) Coke or Pepsi (I'm a fat fuck)to try to get one.
Game: Player 'Donald J Trump' now has AI skill level 'experimental'.
Actually, I thought they had confirmed the delay in Japn until Fall of this year. That pushed back the US release until Spring 07.
So far, Sony has done nothing to deny the Merryl Lynch report... well, they initially denied the delay, but now they confirm it. Nothing has been said about the cost of the unit, BOM over $800 - if true, means the unit will definitely NOT be under $500, as that is far too much of a loss to take on each unit (unless the games sell for $80-100 each)
Of course, don't take my word for it...
"I'm going to only say that it'll be expensive. I'm aware that with all these technologies, the PS3 can't be offered at a price that's targeted towards households." - Sony's Ken Kutaragi
So expect units to sell for at least $650-700, and at that price, Sony is taking a huge bath; but also, it would be angering and alienating vendors of BD Players, which expect to sell for even more than that.
Hmmmm....
Honestly, it seems that Sony is doing everything in their power to kill the Playstation line. Fanboyism aside, you should at least understand the basic facts and realities of the situation.Oh, come on. You seem to be proceeding on the assumptions that a) a significant percentage of the owners of the other two consoles didn't have Xbox as well and b) the console market is the same as it was in 2001 (it's not).
Halo 2 was one of the biggest videogame releases ever, and a huge percentage of the people who bought and loved Halo 2 still don't have an Xbox 360. Thus, a large number of those people will have increased interest in the Xbox 360 when Halo 3 is released, and I'm sure many of those folks will have to choose between Xbox 360 and PS3 - a choice in which available games (particularly one which they've been anticipating) will play an important part.
Again, I'm not a big Halo fan myself (just not that into FPS games anymore). But the idea that the first two games haven't generated a huge fanbase - a fanbase that will want to play the third game ASAP - is without merit.
Further, if we're going to use history as a guide, the PS2 launch lineup sucked hard. If the PS3 doesn't have a strong batch of games, the launch could really turn sour with the 360 getting its year-two lineup (not to mention the fact that there will be many 360s in stock by then while the PS3 could end up being another hard-to-find console at launch)...
I was watching AOTS (Tivo treatement makes it okay) and they brought on Adam Sessler on to comment on it, and he brought up an important point:
We all saw the train wreck that was the 360's worldwide release. Not enough units to meet demand by far.
And sony's trying this themselves.
So Sony's gonna have a difficult launch with shortages probably everywhere. and a launch lineup that is probably not going to be stupendous (what launch has been that good?), meanwhile Microsoft will have significantly more units on hand, a year's worth of titles to choose from, not to mention more than a few good ones by November, and the promise of Halo 3.
Sure, there's the whole "latest greatest thing" part, but how long do you think it'll last?
Maybe sony would be better off doing a Japan only release first, if they don't think they can meet preorders worldwide.
Oh, but right, the industry makes all of their money in November and December...
Beyond the Polygons : Because 50,000 polygo
If you are mostly interested in the games that will be available near the end of the console life cycle, you should buy the console near the end of its life cycle where it will be much cheaper. Actually, if you are mostly interested in games, systematically buying second hand consoles with second hand games near the end of the life cycle will probably be most rational.
But games and hardware has never been about rationality, it is about the incredible feeling of owning the latest and greatest, and the bragging rights that goes with it.
It amuses me how wrong you actually are.
You try and speak as one with insider knowledge but whoever you are getting this from is completely barking up the wrong tree.
My best friend recently stopped working for sony and he knows exactly whats going on.
Get this, the sony devs themselves don't have final hardware yet. (ie SCEE, and US etc) Do you think many games will be released in November when all the 3rd party devs will only have received (according to Sony) final dev kits in June??? Currently the devs have no idea how games will run on the final ps3. In fact 3rd party devs only just received final versions of the graphics card. Given that the ps3 is officially the hardest console to develop for ever, do you really think sony will have any line up worth a crap if they released in November?
At least with xbox 360 the main processor is powerful to run games that havent been properly optimised for all three cores. Whereas with ps3, you NEED to really optimise your code for CELL, which basically means every dev to basically start coding differently then they have done for years.
You can believe me or not, I dont particularly give a damn. But come November you will see that Sony is full of bs. If it does release it will be Japan only, in small amounts with a paltry lineup.