sonycowboy
Member
I am quite skeptical of Mr Pachter's assumptions.
In his latest TTWO article, he speculates that GTA: SA will be released for Xbox in Q2:05 vs a Q1:05 launch on the PS2. His thought is that Sony only really wanted the holidays to themselves. He also thinks that GTA: SA will challenge HALO 2 for the best selling XBox game of alltime.
Partial Release:
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Beyond Q3, Take-Twos outlook is quite positive. Grand Theft Auto: San Andreas for the PS2 is expected to be debut exclusively on PS2 in North America on October 19, 2004 and in Europe on October 22, 2004. Our model assumes that the company will sell-in 4.5 million units in FY:04, assumes that another 4.5 million units will be sold in Q1:05, and assumes another 2 million units will be sold over the balance of FY:05. We believe that the Xbox version will likely be released after the holidays, as we believe that any Sony exclusive is intended as a driver of console sales. However, we fully expect the Xbox version of the game to debut during FY:05, and estimate unit sell-in of 1 million for Q2:05 and 500,000 for the remainder of the fiscal year.
In total, we forecast that 12.5 million units of Grand Theft Auto: San Andreas will be sold between the launch date and the end of FY:05. When the prior version, Grand Theft Auto: Vice City, was released in 2002, the installed PS2 base in the U.S. and Europe was 27.2 million units. At year-end, we forecast an installed PS2 base of 55.6 million units, and an installed Xbox base of 16.7 million units. In other words, we believe that the addressable market for Grand Theft Auto: San Andreas is somewhere between 200 250% of the addressable market for its predecessor, which sold through 11.5 million units worldwide.
In his latest TTWO article, he speculates that GTA: SA will be released for Xbox in Q2:05 vs a Q1:05 launch on the PS2. His thought is that Sony only really wanted the holidays to themselves. He also thinks that GTA: SA will challenge HALO 2 for the best selling XBox game of alltime.
Partial Release:
----------------------------------------------------------
Beyond Q3, Take-Twos outlook is quite positive. Grand Theft Auto: San Andreas for the PS2 is expected to be debut exclusively on PS2 in North America on October 19, 2004 and in Europe on October 22, 2004. Our model assumes that the company will sell-in 4.5 million units in FY:04, assumes that another 4.5 million units will be sold in Q1:05, and assumes another 2 million units will be sold over the balance of FY:05. We believe that the Xbox version will likely be released after the holidays, as we believe that any Sony exclusive is intended as a driver of console sales. However, we fully expect the Xbox version of the game to debut during FY:05, and estimate unit sell-in of 1 million for Q2:05 and 500,000 for the remainder of the fiscal year.
In total, we forecast that 12.5 million units of Grand Theft Auto: San Andreas will be sold between the launch date and the end of FY:05. When the prior version, Grand Theft Auto: Vice City, was released in 2002, the installed PS2 base in the U.S. and Europe was 27.2 million units. At year-end, we forecast an installed PS2 base of 55.6 million units, and an installed Xbox base of 16.7 million units. In other words, we believe that the addressable market for Grand Theft Auto: San Andreas is somewhere between 200 250% of the addressable market for its predecessor, which sold through 11.5 million units worldwide.