Squirrel - I understand that Nintendo can easily get warehouses to hold Wiis in, as they do that with DSes. Here's my issue: The Wii is selling right now @ 1.0m units per month (give or take). Nintendo will increase their abilities to 1.1m or 1.2m in April and stay at that. Now, the question is, how are they going to increase SUPPLY in the holiday months? They won't buy/purchase/aquire more factories (atleast at a very large #), but they will do like you said: store Wii units. The issue with that is it lowers the 1.2m "average" which is exactly that, an average, and that's what I meant it as. I believe Nintendo might sell 1.0m units a month from now till October (on average), and stockpile the extra 200,000 units each month to then give them an extra 1.6m units for the holidays. Again, my number of 1.2m a month for the next 12 months is just an average based on maximum possible sellthrough + the fact that Nintendo will decrease their supply to retailers in the months preceeding November-December, as every company does. Example in Japan: Nintendo right now is holding units back for Golden Week. Nintendo isn't (atleast I hope they aren't) lowering supply, as we've seen for the past month that sales have been dwindling (from 70-85k units a week to as low as 45k to 65k). Is this because the Wii is selling bad? NO! Of course not. It's due to Wii putting those units back somewhere for Golden Week. Again, thats why I just had averages, as Nintendo is averaging 1.0m units right now (and averaged about 500k when the Wii actually started production in June-July for the November launch).
Back from the dead, I'm afraid.
