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kowenicki said:
theprof00 said:
kowenicki said:
theprof00 said:

Only 400k on shelves? Seems very low. 360 overtracked by at the very least several hundred k.
According to vgc, 360 has outsold it's total shipments from march by 700k, which is very doubtful.

Looks like 360 has been undertracked in july-sep 2012 and overtracked afterwards.

Wil be interesting to see what sony says it has shipped and sold.

Not necessarily.  Weakening the supply chain ready for the new slimmer model. I expect sully for all consoles to fall dramatically now as retailers start to turn attnetion away.  There is simply no readon to hold large stock any more, weekly sell through is poor.

Sony wont help.  They never tell us discrete shipments now for ps3 v ps2 and they have never told us what has been sold through.

 

I guess that's true, but 400k is the least amount ms has ever had in the supply chain, even when they launched a slim model.

It's not that there's no reason to hold large stock...it's that there are just so many places that carry 360s worldwide. Just BB,Walmart,Target,Sears, Gamestop have ~20k+ stores.... 1500 bj,costco,sams. This barely covers how many retailers and bigbox stores actually carry products.

If 400k is true, it would mean less than 3 boxes per store, because if distributor warehouses were empty or low, they would have ordered more...or we would have seen news of shortages.

If you swear by VGC numbers.. yes.

Isnt this the reverse argument for when I used to maintain the ps3 was overtracked and 360 under though?  people would shoot me down then at a time when supply neede to be much higher.

Funny how things change.

I say the number is reasonable or perhaps a 100k to 150k off at most.

PS3 will be that much off too. They are both overtracked in Europe imo. 

What's funny is that you've recently been complaining about sideswiping, and yet you can't seem to hold yourself back from doing the same.

500k in stock is pretty low, considering MS has never been below 1m in June. Yes it's possible that it's that low, but we also haven't seen the sales that should bring it there. NPD shows down. Mediacreate shows down. Japan down. The numbers don't make sense for 100k.

And yes, ps3 is likely also down, but I don't think as much primarily due to software support.
Either way, it's peanuts. The real homestretch will be this holiday.