reverie on 06 August 2007
PS:
European shipments will probably be down this quarter because the pent-up demand is satisfied and Nintendo can resume to just working for the regular demand. Remember, a lot of the scarcity right now is about pent-up demand, a one time thing, not regular demand. The pent-up demand consists of BOTH waiting customers and retailers wanting shelf units and it will be in the millions (mabye 2-3 million). Once Europe is done Nintendo can shrink the bubble in Japan and the US next. It remains to be seen if they can achieve it before or after the holidays - during the holidays regular demand while rise so high they won't have the chance to deal with pent-up demand.
Hardcore gaming is a bubble economy blown up by Microsoft's $7 $6 billion losses.
