Analyst Jesse Divnich of EEDAR believes that the PS2 price drop to a Franklin will boost US sales of the console by 30 percent. Divnich's report also estimates that PS2 software will maintain an 18 percent market share, rather than drop down to 16 percent had there not been a cut.
Gamasutra also spoke with analyst Matt Matthews, who points out that any consumer waiting for the PS2 to reach $100 is "cost-conscious" enough to buy games from the used bin at GameStop, meaning those consumers aren't likely to help new software sales. Apparently, Sony's Jack Tretton agreed with this notion last summer in an Edge interview, when he asked, "If that $30 was the difference between buying a console and not buying a console, how many games are you going to sell to that person?"
At the time, he questioned how strategically important that consumer really is. Apparently, nine months and a fiscal crisis at the company is enough to change some minds.