From BizDaily.com
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I think those Macquarie Equities analyst just wants to buy in on Sony stock and get a case load of PS3s himself. 
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| According to analyst P.J. McNealy of American Technology Research, final assembly of the PlayStation 3 is now in full swing. Although Sony has had production issues because of shortages of blue laser diodes, causing the firm to cut its worldwide launch figures to just 500,000 units, McNealy is "upbeat" about Sony meeting its goal of 2 million PS3s shipped worldwide by the end of December. Sony is targeting 6 million PS3s shipped by the end of its fiscal year next March. "We believe this production news should put to rest any risk of a push-out of the PS3 launch in North America or Japan in 2007, and we are incrementally more positive on the sector," McNealy noted. He continued, "It is our opinion that given the 13 weeks or so of production time, SNE can still come close to its forecast of 2MM units worldwide by the end of December. We believe this likely means a split of 60/40 (1.2MM/800k) for North America/Japan for shipments, which are counted when invoiced off the SNE factory floor. Our research indicates that typically 10-20% of the unit shipment forecast will likely still be in the channel (en route) at the end of December and not installed in homes yet. The low end of that range is more likely simply because SNE will likely still be air-freighting and not tanker-shipping PS3s at that point." |
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| Sony spokeswoman Nanako Kato, however, denied that there's any problem with the PS3 hardware. There were about 200 PS3s at TGS, and when combined with the other platforms and electronics under the same roof without proper ventilation, the atmosphere likely led to temperature irregularities—an occurence not that uncommon at trade shows. "It's not a problem with the PlayStation 3 unit itself," Kato told the AP. "For a normal player at home, there shouldn't be any problem." |
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