kowenicki said:
are you suggesting that Sony cant ship enough to recover stock to your "normal level" its just that in the last 24 months they have easily achieved just that. June 2010 supply was down low at 0.30m (apparently) then went to 1.51m in September. June 2011 supply was 0.28m (!?) and then went to 1.54m in September. So you see Sony can easily raise manufacturing and shipments to restock the supply chain. and therefore they can raise the March 2012 supply of 0.48m to 1.1m cant they? Or dont retailers want them for some mysterious reason? |
.Sony can have low stock (700k) this quarter due...
- Shipment issues last quarter (even Sony said that)
- New model coming.
- Better sales than Sony expected.
- Low orders from retails.
