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scat398 on 07 February 2011
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kingofwale said:
scat398 said:
kingofwale said:

i find that people claiming 'shortages' and 'overships' absolutely ridiculous.

are you going to tell me only 400K xboxs are sitting on the shelf WORLDWIDE while 1.4 million PS3 are doing the same??

Come on!!!

 

those terms have always been used for people to justify their inaccurate numbers instead of just doing adjustment. But hey, whatever float their boats.

Actually the expanded base of countries that sony ships too supports the numbers above.  It's not an overship or shortage issue.  Sony's pipeline of countries that need supply is larger than that of MS.


how many countries did Sony sell in but Microsoft don't? And you actually really feel it has 1 million more consoles (more than 3 times of Microsoft?)

we are talking about countries who won't sell 1 million PS3 units in its LD

I know the number of countries that Sony ships to is significantly more than MS but I don't think either of us has the answer to the exact number.  My guess would be 20% more countries have access to the PS3 then the 360.  And lets keep in mind that Japan is a large consumer that MS essentially ships maybe 50,000 a quarter while Sony probably holds an inventory of 200,000 - 300,000 a quarter.  The gap number seems accurate, if Sony is going to ship 15 million this fiscal year (which I think they will reach or get close to) a 10% inventory seems about right considering it's large global base. 

We already know that the MS gap number is very low right now due to increased demand in certain areas.  That should widen this quarter with right now there inventory is sitting at about 4% (if I've got the number right), we can expect that number to climb by at least a couple of percentage points this quarter.

I guess my point is we shouldn't be looking to compare the inventory gap of MS to Sony right now, the two companies are too different to mirror each other in supply.