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They are definitely stockpiling. They shipped around 1.3M units per month for the last quarter while their production capacity was at 1.8M at the end of the period (Iwata already mentioned the 1.8M number when presenting the Q2 results). Also we have Bods telling us his Toys R Us will be getting around a 400% increase in shipments. That kind of extra shipments is not possible without stockpiling.