| TheBigFatJ said: They're telling people they're down-revising their forecast, and then they go out of their way to say they're no change in their forecast figures which *sounds* like a contradiction if you don't understand what is happening. |
Except they aren't really. Expecting to sell 11 million units (even if only to retail) for the fiscal year, when they already began with units in the channel, and had a dismal first quarter, is far more ambitious than just shipping them (as in prodution shipments). They could always pille up more units (they were already holding to 2 million, why not more?), and actually they might have to, if they already were into long term production contracts. But selling 11 million... there's a limit to how much you can force retailers to hold on to, specially after Christmas.
