| shams said: Its pretty simple. Nintendo are throttling their shipments to *exactly* hit their fiscal year targets for the Wii. Extra units will go into storage - for whatever reason, they want extra units in Japan (on a run - keep it going?) - and its US/Europe to suffer in the short term. Once the new fiscal year hits (start April) sales will explode - just in time for WiiWare, Mario Kart, WiiFit (Europe), and so on. ... Its all very much planned in advance and intentional.
...so why would they do this? Its too late to bump forecast figures up - and it would make minimal difference to share prices (and so on). Instead - save up an extra 1m (or how ever many) units - and this allows them to crank up their next year fiscal figures up even more (i.e. make them seem even more impressive). ... How much of an impact on the industry would it make if Ninty predict next year Wii shipments at something like... 30m? What about 40m? (30m is *definitely* possible - its only 2.5m / month!). Answer - it would be absolutely massive, and changes everything. |
Interesting perspective. I don't buy it yet but I have to admit there is some sound reasoning there and it can't be ruled out entirely....I just don't buy it yet is all.
There is no doubt this is going to be another interesting year!
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| To Each Man, Responsibility |
