MICROSOFT earnings are in - 360: 1.1m shipped. Numbers inside.

[Carl]

kowenicki said:

Carl2291 said:
68.2 Million 360's WW should be about right, shouldn't it? If VGC is right?

Which would be about  80 days supply.  IMO that is too high, but I doubt there will be any adjustments unless its more than 1m shipped, so yes in a way you are correct.

To make VGC bang on then I'd say 0.8m or so.  1.0m and its a debate that people that isnt worth having as nothing will change....

More and some serious adjustment is required imo.  1.2m would be odd as there is no way that there should be 100 days supply.

 

 

Yeah, just noticed I was comparing it to previous Years on the "in supply" rather than total days of supply. 800k certainly does seem more likely.