Give it time. We haven't even got November NPD numbers in.
Not only this, ioi has no previous holiday data to compare to, to understand the Holiday markets. The issue is that I assume he gets very little sales data from Target, Wal-Mart, K-Mart, Meijer, and other general stores. IMO, during Christmas sales, these places are going to be the more important areas due to the fact that many families will be thre picking up general items, and then pick up a X360/Wii/PS3 also. If/since that's the case, ioi might have some difficulty tracking.
Like last year, when we had some great debates on sales: time will tell. We all assumed that the Wii would sell 800k-900k last year in Dec, since November was so strong, but wound up selling under 600k. Time will tell: just wait for NPD.
Back from the dead, I'm afraid.
