| 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. |
How about 4 million in January of 2007?
Its widely known that MS 'stuffed' the channel at the end of 2006 to hit its magical 10m units 'sold' (shipped) by the end of 2006. However, their own records show that they had only sold to consumers about 6 to 6.5 million units. So that means they were able to get into the very same channel that exists now ~4million units.
So, as the busiest weeks of the year are about to hit, you actually think it is not feasible that 2million units could be there now right after a big price drop and a proven increase in sales over the last few weeks?
lol.
