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There's two logical conclusions: A) Sony is shipping less. Some retailers were complaining that the PS3 is just shitting on thier shelves, in some cases, for over a week. Retailers could just order less so they don't waste floor space and transit costs. It could also mean that Sony is diverting manufacturing capabilities for PAL region in preparation for the March launch. Probably a combination of the cited examples above. B) PS3 is picking up some steam. How likely? I don't know. We'll see with January NPD numberson Tuesday. The February numbers should be more indicative. We should also wait for the official shipped numbers from Sony to compare the actual sell trough vs supply.