| cookingyourmama said: The problem with your entire arguement is that it is based just on a guess as to what retailers did last year and in previous years, yet you take that guess and you try and state it as fact when in reaility it is just your opinion. You have no idea in what quarters retailers over ordered, under ordered, or got it just right, to try and claim otherwise is asinine. For all you know retailers during the same quarter last year under ordered then had to over order in the next few quarters to make up for it, when it comes down to it you have no idea, just guesses. For example as far as anybody can see in the Dec 2010 quarter retailers/Microsoft undershipped, so in the Jan-April 2011 quarter they then had to overship to make up for it.... but then who's to say they didn't overship too much and then had to undership during the March-June Quarter? You have no idea. There's been countless quarters where Sony have had more in the retail chain, significantly more in fact, it happens and it's just part of the console retail cycle. |
It's not a guess, it's an hypothesis. I opened the opportunity for you to offer an alternative hypothesis that might actually explain the change, yet you have yet to do so - your only argument is "maybe retailers under-ordered"... completely ignoring the fact that retailers aren't a monolithic, unified force - statistically, it is very unlikely that tens of thousands of retailers all under-ordered, and did so last year specifically.
And if they'd ordered too much in Jan-March, then they would have had too much stock - "supply" includes the net stock from previous oversupply. In other words, the "undership" in April-June would have renormalised the stock, not dropped it below the normal.
I'm sure there have been quite a few (far from countless) quarters where Sony have had more in the retail chain - I really don't see what bearing that has on the topic.
Now, I'm going to ask you, once again, to come up with a solid explanation for why that change would have happened, and why it only happened in 2011, and not in previous years.
