The Math of Undertracking

[toastboy44562]

ioi said:

Lol? So 2m in the channel is unreasonable but 1.5m is fine amirnetz? Hmmm

I have no issue with your scrutiny but I have already told you that your assumptions are wrong.

Mid November is just about the worst time of year for you to try to make this argument - if you look at sales vs shipment trends over the last 5-10 years you get the same pattern again and again - that stock is at a high at this time of year. Manufacturers stuff as many units into the channel as they can (2 - 5 million isn't unreasonable, especially when you are selling maybe 1/3 of that per week in the cases of say Xbox360 and Wii at each end) so yeah why you think 2m is high whereas 1.5m would be perfectly fine baffles me. In Europe things start to ramp sooner (this week vs next in America) as well fyi. I expect maybe 3/4 of a million 360s to be sold next week with Black Friday and probably a similar amount for the next 4-5 weeks so 2m stock really doesn't seem like much when you put it in that context.

The trends are the same every year, it's not rocket science!

It is for some people...