Seece on 13 January 2012
| yo_john117 said: Wow those are the biggest adjustments I have ever seen. If MS does have about 3 million consoles sitting on shelves then they pretty much don't have to ship anything for Q1. |
Exactly. Shipments arnt going to be close to Q1 last year because they were refilling the channels. Normally they do in the 1.5m region that Q.
So if they do 1.5m again Q1 (even though that's down 1.2m yoy) I dunno how people can claiming stuffing the channel. This Q1 was always going to be below 2.2m at the least, they didn't need to refill the channel.
Now if we see sub 1m, then we're onto something, or as you pointing out, not shipping anything at all.
