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JWeinCom said:

And is any of that not what we expected?  Nintendo generally has a higher than average holiday bump, and it's also not either a new console or under any supply constraints.  This is perfectly within expectations.  Obviously not amazing numbers, but nothing to change your opinion on the Wii U from last week.

The general expectation definitely wasn't down YoY.  At least before we got the week 1 Japanese numbers.  Most people seemed to expect fairly strong YoY growth.  I've even seen quite a few predictions putting Jan-Mar sales higher than Oct-Dec sales.