zorg1000 said:
At the end of Dec it was 73.6 million sold and 76.5 million shipped so a difference of 3.9 million. They shipped 2.5 million last quarter but according to NPD/Media Create, US+Japan alone sold ~1.7 million and since Europe is their strongest region and factoring in RoTW than sales should be over 3 million for the quarter.
Its highly likely they sold more than they shipped last quarter to get rid of excess stock. |
You state the difference was 3.9M. That's actually a difference of 2.9M. I agree with your analysis, though.