pezus said:
Do you think that was the only thing that needed adjusting? PS3 and 360 are both undertracked by at least 1m WW and the only thing we saw this week were some minor adjustments up, by 100-200k, because of NPD. Still no word on the other necessary adjustments. And now they seem to be falling back to the same old pattern of undertracking week after week. Why is PS3 down so much this week on last week for example? Expect another month of undertracking once March NPD comes out. It will be way worse when we get shipment numbers. |
Actually, I think they are waiting for shipment numbers to adjust. You never know if someone decided to flood the channel or not. MS seems to have done it in 2011, seeing as they had ~2M units in the channel after the holidays. Personally, I still think the 360 is only undertracked by ~500K. This would put 1.8M in the channel at the of 2012, which seems a more realistic number. Of course, if we want to say that both had 1.5M in the channel, this would still put the 360 at ~800K undertracked, while the PS3 is still at least ~1.4M undertracked. So, at most, the gap is ~600K.
Edit: The reason I believe 500K is closer to the real number is because I think MS stuffing the channels was done this year, as well, since they slashed the price on bundles by $50 for consumers (and most likely retailers) temporarily for the holiday season. There may also be proof in the fact that Amazon still has 3 Holiday Bundle SKUs available, and it's been over two and a half months since the holidays.
