Assuming that Sony is able to work through its manufacturing problems and get PlayStation 3 production going full bore, the near-term problems likely won't affect overall sales of the console or games for it, analysts say. But some analysts do believe that the manufacturing problems could be a long-term issue.

"If it becomes a recurring theme that they are having trouble supplying blue laser diode, that is a problem," says Michael Goodman, an analyst with Yankee Group.

But other analysts are less concerned about that. Other factors -- such as which games are available for the PlayStation 3 and whether Microsoft is able to broaden the appeal of the Xbox 360 beyond the hard-core gamer contingent to mainstream consumers -- will likely matter more to the PlayStation 3's long-term success than how many consoles Sony ships in the first few months, analysts say.

"I don't think the delay and shipment cut makes that big of a difference," says the hedge fund analyst, who is long Nintendo, but has no position in Sony. "I'm more interested to see what titles they have."

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