shanbcn said:
Shipment can be missleading especially when MS loves to overship. thanks |
MS 'loves to overship' huh?
This last quater is practically the only evidence you have of that, the term overshipping is weak anyway, they can only ship out what retailers are willing to take. Obviously last christmas retailers (especially in the US) expected a lot more. So it's not like it's going to be able to happen to Q's in a row if the shelves are already packed.
Q1 shipments will be a very good base to judge where lifetime sales are, Sony is looking to ship 2m, if MS ships something like 1m then the shipped gap is at 2.8m, sales gap is probably around that give or take a couple hundred K.