amirnetz on 24 November 2008
| DKII said: So because a US company said that a single SKU of the 360 *might* see shortages, you take that to mean there is less inventory than normal in Europe? Keep in mind these shipped numbers you're quoting are also including units in transit, so it's a couple weeks behind. |
Units in transit are of course a regular part of the channel inventory. Nothing new about it and the ships are sailing at the same speed all year around. There were unit in transit before and there are units in transit now. So nothing is really changing here.
I am not proposing that "there is less inventory than normal in Europe". It is VGC that is claiming an unreasonable amout of inventory in the channel. 2M units in the channel at mid November is just an aweful lot. Way too much.
Prediction made on 11/1/2008:
Q4 2008: 27M xbox LTD, 20M PS3 LTD . 2009 sales: 11M xbox, 9M PS3
