Updated with shipment numbers from the July-September quarter.
My personal take: I expected just about everything to be shipped>sold. The PS3 is the only one that really lived up to that expectation, but the gap is quite a bit larger than I'd have expected. Available data from other tracking firms are pretty close to VGC numbers. Thus I think either everyone is undertracking a bit or retailers are expecting a large demand for PS3s these holidays.
The handhelds were both slightly shipped>sold, so nothing too shocking there imo.
And on the other end, both the 360 and Wii were just a hair shipped<sold. I would've expected their gaps to increase in this quarter as the trend usually goes. With Nintendo at least, we know their projections for the fiscal year, so they must be sitting on a ton of units for the next quarter, hoping consumer demand will cause retailers to order up.
