mrstickball on 17 December 2008
Cueil - I agree that MS was most likely caught by surprise with the brisk Arcade sales.
Back when the Core launched, MS planned on shipping 33% of all units to be Cores...But actual sellthrough (after launch) was much closer to 10%.
Once the Arcade came out, sales bumped up to 15-20%, and MS was supply constrained for a few months last Christmas.
Now, it seems that Arcade sellthrough is closer to 40-50% which would certainly cause supply issues for Microsoft 'till they fix it...Hopefully MS keeps up the brisk Arcade sellthrough, because in the end, it means more profits (since they can charge 100% for the HDD addon).
Back from the dead, I'm afraid.
