| kitler53 said:
MS claims 3M as of Dec 31. MS is legally obligated to provide correct shipment numbers in their financials. We know MS had quite a bit of stock on the shelves (especially in europe). as VGCzers we know retail channels can have upwards of ~1M units but with the limited amount of territories and that the US was somewhat supply contraint the end of the year channel probably had ~200K units. shipment = sellthough + retail.
so if shipment = 3.0M we know they said sellthrough when it was actually shipment. if shipment is 3.2M+ we know the number 3M number truely was sellthough
when to financials release? |
the number of countries is pretty irrelevant here I would think. I mean, MS did it to focus and have enough stock in their major markets and the other countries MS is missing wouldnt total to be a whole lot considering majority of sales come from US/UK. Also, MS may have shortage in parts of US but I can assure you that there is plenty of stock in Chicagoland area with some Targets having 30-40 on hand the day after Christmas. I think your 200k figure is way too low. Maybe 400-500k
