Also Ben, you and others don't seem to realise what supply-constrained means. It doesn't mean a bunch of soccer moms beating each other up to get the last one like they did with the Wii a few years ago. It doesn't mean you don't see them on shelves. It simply means that they are leaving stores at a rate that is at least equal to the rate they are entering stores. This can take days or weeks, but it is definitely the case. We know it because the sales are on pace with Nintendo's manufacturing projection pace. I hate anecdotes, but can say personally that when I walked into a several WalMarts and Gamestops and BestBuys on the days before Christmas there were no WiiU's. Stores may and wherehouses may or may not have inventory, but it's not a growing inventory. Not yet anyway. Therefore the supply chain is supply-constrained.
