Report: PS3 delay 'not worst scenario'
In a financial report obtained by PS3 Informer, analysts Jason Kraft and Chris Kwak from the Susquehanna Financial Group. While discussing four possible scenarios for the gaming industry over the next year, they have this to say about the PS3's delay and its effect on the industry as a whole: "While the whiff of a PS3 delay sends most of us into a tizzy, that scenario has the smallest impact. In time, publishers will generate the revenue they lose to a PS3 delay. However, current-gen software unit and price cuts have a significant impact."
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Their hypothetical scenario included the PS3 having a global launch date after March 31, 2007, a delay caused by supply constraints of the Cell processor and Blu-Ray drives. In addition to this finding, they also conclude that in the event of a PS3 delay, EA and Activision would take the most fiscal damage. The PS3 could grab as much as a 20% share of the next-gen software market for the Dec. '06 and March '07 quarters, they say, should the console not be delayed until 2007.
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