My point regarding the production increases is that they've already decided what the numbers will be and have already arranged for materials, components and facilities to meet those numbers. Unless sales extend far beyond their projections for 2008, they will not be announcing a huge percent increase over current production or current future production rates that have already been arranged.
Hardware sales in Japan are projected to drop off again slightly from last week, which was indicative of the overall WW drop in sales. Japan is a good indicator of where global sales are headed and I suspect we will see similar drops both in NA and Others.
There is no point in increasing production beyond what Nintendo has already decided if we continue to see normal sales (for this time of the year) falling under current 1.8m/month production rates. But again, there isn't much point in interpreting Jan-Feb sales figures into the rest of 2008 until Nintendo releases their Mar financial report.
The thing to note about the report is that it has no actual bearing on hardware unit sales, only production rates. Nobody is waiting for Nintendo's financial report to decide whether they're going to buy a $250 game player. Who it matters to are the current and potential shareholders.
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