From MSNBC: Sonys shares fell as much as 4.4 percent on Monday after Merrill Lynch said in a research note last week that the PS3s launch might be delayed by six to 12 months and the cost of production could initially approach $900 per unit. No one is seriously thinking a spring release is realistic any more, said Hiroshi Kamide, an analyst at KBC Securities. If I were Sony, I wouldnt be that worried about releasing as soon as I possibly could. Clayj notes: $900 per unit to produce? Not good news for Sony if it's true... either they'll take a HUGE hit on each console they sell, or the PS3 will be priced so high that it'll scare off a BUNCH of potential buyers. Either way, this is good news for Microsoft.