Michael Pachter Quotes
The number of units is a manufacturing constraint. You can't start production from zero and ramp to a million a week. 
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Number | Units | Manufacturing | Constraint | Start |
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The earlier movers aren't making a decision between the two.
- Michael Pachter
We believe that January sales may have been even worse had Microsoft continued its marketing push, and believe that sell through was helped in part by deep discounting of new releases during the month. January marked the fifth consecutive month of software sales decline, and we expect a return to double-digit sales declines in February, with an accelerating rate of decline in March.
- Michael Pachter
We do not expect a current generation Xbox price cut from Microsoft this year, notwithstanding the company's stated intention to 'support' the current generation console. We believe that Microsoft's production cost of the Xbox is higher than the current retail price, precluding further price cuts, and we also think that the company prefers that consumers buy its next generation console when that box is introduced.
- Michael Pachter