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Squilliam said:

Shipment sales are most useful once things have settled down and we can tell the rate of sell through by the total shipment of controllers. With only a few data points we don't have a good referrence to exactly how fast they are selling. We don't know how many controllers on average the typical retailer will have in stock for Move given they are stocking up for Christmas sales which is precisely two months away and we don't know the average number of Move controllers a typical PS3 Move owner has.

 

Two seems like a reasonable number, but either it's a bit higher, say 2.5 per user, or SCE really shorted the number of standalone controllers being shipped to retail during the first month plus of release.

Everything I've seen since launch indicates that standalone controllers are the commodity, given the limited availability, flipping and vendor price gouging.

While I'm sure there will be those who insist otherwise, I seriously doubt that the typical Move consumer is buying 4 controllers because "it's required to get the full experience." Even the demonstration kiosk I saw only had two controllers set up per station.