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I read the smaller than expected gap as a silent correction. VGC overtracked the 360 in Dec by a little (70K units or so) and is not compensating for it.

Nothing much to read from it. Withing a couple of weeks we'll get to a steady state of 50%-70% gap for the 360 in the Americas, similarly to October 2008.



Prediction made on 11/1/2008:

Q4 2008: 27M xbox LTD, 20M PS3 LTD . 2009 sales: 11M xbox,  9M PS3