amirnetz said:
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. |
a few things to note.
1) Microsoft is known to really stuff the channel in Q4, and to ship near nothing in Q1 (check financials) just to make it look good for them (remember 10m shipped first wins)
2) Last years sales
VGChartz Hardware data for the period 24th Nov 2007 to 05th Jan 2008:
| Console | X360 |
|
Total
|
2,783,488
|
and with the X360 so far doing slightly above last year, we can conclude that the 2m stock isn't even enough to last 1 month. Having barely enough stock to cover the holiday season is unreasonable. Also, tell that having tons of X360 is bad to the retail stores. The bestbuy near me usually has only 10 units out on the shelves, yet when I went last thursday they probably had 100, with units litering the floor and shelves.
If VGChartz is overtracking Europe, then they must be undertracking somewhere else.
