Soundwave said:
OceanJ said:
Vinniegambini said:
OceanJ said:
Right when I get some optimism around Nintendo's stock, I get knocked back down.
First the U limps into January with a 134k number.
Now I find out VGchartz adjusted down from 2.45m to 2.25 as of end Dec.
The total's at 2.38m now. With 14 weeks, just to hit 5m we need 187k/wk.
Not going to happen. Based on the above, I have to say Wii U will come in at 5m max...500k or more shy of goal.
When Nintendo announces a revision down on Wii U, I highly doubt investors will care about Q3 profits, which are expected.
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Again, it's shipped to retailers that count. Nintendo most likely shipped over 2.75 million units to retailers in Q3. In comparison, Wii did 3.08, that's very healthy. Q4 should be between 1.25-1.75, but you are right, they won't hit their target. Nonetheless, if profitability is ensured, trust me investors will be more than happy. Nonetheless, before earnings the stock should go up as investors seem optimistic as shown by the 5% jump today.
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I wonder if Nintendo can pull a shipping trick, where they get retailers to buy U's in advance in exchange for something, to hit 5.5.
That way Nintendo can spin the crap out of it, can claim victory, and use it to generate a huge amount of buzz alongside major game announcements.
Shareholders would be very happy about that.
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Pissing off your retail partners by loading them up with unsold inventory isn't a great way to go about things. Especially with a new product.
You can't run from a demand constraint forever.
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Yeah I was just dreaming.
