MS SONY NINTY Financials due... Shipment predictions?

[cookingyourmama]

DirtyP2002 said:

cookingyourmama said:

legend92(3) said:

cookingyourmama said:

kowenicki said:

cookingyourmama said:

 

Oh dear, you couldn't be more wrong again if you tried, looks like i'll have to prove you wrong again with more facts.

Apart from the fact that i have proven that since the start of this generation at this time of year Microsoft has ALWAYS had between 0.97 million and 1.31 million xbox360's in the retail chain, you want to keep deluding yourself that Microsoft having just 0.60 million in the retail chain at the end of this quarter is some how normal, lol.

But hey lets talk about the days of retail supply, since you keep banging on about it. Since the start of this generation Microsoft have had the following average weekly sales for each quarter ending the month of June:

2006 -    98,000
2007 -    79,000
2008 -  117,000
2009 -  106,000
2010 -  128,000
2011 -  144,000

And at the end of each of those quarters Microsoft have had the following amounts of xbox360's in the retail chain:

2006 -  1.30 million
2007 -  1.21 million
2008 -  1.31 million
2009 -  1.28 million
2010 -  1.27 million
2011 -  0.97 million

When you look at how many days worth of supply that works out to you get:

2006 =  93 days
2007 = 107 days
2008 =  78 days
2009 =  85 days
2010 =  70 days
2011 =  47 days

That's a range of 47 to 107 days worth of supply in the retail chain with the average being 80 days.

Wether you like the FACT or not Microsoft like to have anything from a 7 to 15 WEEKS worth of supply in the retail channel at this time of year with the average being 11 and a half weeks

For the quarter that has just gone by Microsoft averaged 99,000 xbox360's per week. Just taking the average of Microsoft liking to have 80 days worth of supply that means MS would ship 1,132,000 Million consoles. Your 600,000 which you keep pulling out of your *** is completely deluded and void of fact.

History again... thanks... averages... thanks?  supply in June 2011 was 47 days... you think retailers will be buying enough to take that to over 100 days of supply given the OBVIOUS decline in sales and given the fact that most (including you) thought they over supplied in EACH of the last two quarters, over supply on top of over supply on top of over supply? 

..........?

Cherry picking only one year and only one aspect of it ignoring every other single fact again? Thanks. Just because in one quarter of one year out of dozens of quarters that number is close (still higher than what you say actually, lol) to what you want it to be doesn't make it a fact.

Having over 2 months worth of supply is normal for MS wether you like it or not.

And on top of that Microsoft were selling less per week in 2006 and 2007 compared to 2012 yet they still had over 1.2 million in the retail chain.

In 2006/07 the end of the generation wasn't just around the corner. Stores not knowing the intentions of MS or other Players in the market aren't going to order 2 months supply of a console and if they don't order it MS can't ship it to them. You keep saying MS like to have that many units in the retail chain but it isn't up to them how many units are ordered.

Word it how ever you like, MS choosing, or retailers choosing to have a certain amount in the retail chain, but never the less that's what they choose to have.

MS can't chose how many they ship. You should really got that by now.

So it is up to retailers. Why should retailer have 1 million more Xbox 360 consoles in stores than PS3s even though the PS3s are selling at a faster rate the first half of 2012? You still failed to give us a reasonable answer.

 

Retail space costs money. What you are trying to tell everybody, makes zero sense.

Oh dear, oh dear. Just because i said Microsoft likes to have a certain amount in the retail channel doesn't in anyway change the fact that ultimately retailers have the final say on how many they want, and i've never said otherwise. And of course it's impossible that Microsoft go out of there way to give retailers breaks on buying in bulk and try to shift more consoles by doing special deals in stores like we've seen over the past few months. Retailers don't have 1 million more Xbox 360 consoles in stores than PS3's, lol. Last quarter it was 840,000 and this quarter Sony are expected to outship Microsoft by several hundred thousand and that will reduce the gap even further. You do realise that even if Microsoft ship 1.2 million xbox's this quarter that's still less then what they've sold this quarter.