We'll see if VGC undertracked with March shipment numbers. If Sony ships a high amount again in the Jan-March period, that means they had a proper level of sell-through in the holiday.
If they ship a very small amount in the Jan-March period, it means they overshipped over the holidays, and retaillers need to return to proper inventory levels.
I expect that they overshipped. It seems to me that Sony has overshipped during the holidays for all three of their current systems. They also had a Nintendo-like undershipped sell-out holiday one year with PS2. It happens.
"[Our former customers] are unable to find software which they WANT to play."
"The way to solve this problem lies in how to communicate what kind of games [they CAN play]."
Satoru Iwata, Nintendo President. Only slightly paraphrased.
