The action today is a misread of what Pohl was trying to state that is very clear. Sony got a discount and the market expected more. It will be interesting to see in dollars what this means. 10 mil?, 20 mil?, 30 mil?
This news doesn`t warrant a drop in stock price. Eventually it will work its way back. If not today perhaps tomorrow.
I read this as no more discounts.
Forget today`s price look for the future. It looks very good.