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Friday, October 27, 2006

Sony's Light Dims As XBox Soars (SNE)(MSFT)

Microsoft's earnings had some bad news for Sony. MSFT says that it will ship 10 million units of its new Xbox 360 by the end of the year.

In the meantime, Playstation sales are falling. And, the Playstation3 product is delayed until after Christmas.

While Microsoft's stock has rallied on its improved fortunes with Xbox and the anticipated introduction of its new Vista operating system (MSFT is up from under $22 in June to the current $28), Sony has dropped from $52 to $42 over the same period. The recall of the PC batteries that it provides to companies like Dell has hurt the Japanese giant, but the perception that it can no longer make products that have huge consumer demand has taken an even greater toll.

Douglas A. McIntyre can be reached at He does not own securities in companies that he writes about.

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