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theprof00 on 10 May 2012
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kowenicki said:
theprof00 said:
kowenicki said:
people are really trying to argue that the PS3 is supply constrained....? really ?

I mentioned that since they reduced numbers due to Thai flooding, then their shipments overall may be undershipped by the same percentage, richard.

red herring.

go look at the slides in their presentation.... always a good idea to check facts behind PR guff in these announcements.

 

they had a supply issue for all their electronics as ALL manufacturers did in the previous quarter as supply dipped but that has now climbed and is pretty much on with what they always try to have for all of their products... i.e. more than 50 days of supply (inventory).   If they have the usual 50 days plus of inventory then why would they be struggling to meed demand chains?

Its overtracked.

I never said it wasn't overtracked. I'm debating by how much. The 360-guy concensus is that it should be what 360 numbers are, and I don't think that's the case at all.