Well even in my first table it's not a huge amount of stock being held back, a production of 24.6 million would mean they could hold back 600k and still be comfortably over their forcast....
However if fastrabbit is correct then I doubt they will be holding back much at all, as they will only just be able to ship over their target.
I think looking at the sales it is faily obvious they did something like that at the end of March last year, as an increase in production of only 200k wouldn't have jumped sales up that much, and also each three month period seems to be trending downward before the new quarter starts. (except the Christmas quarter)
If we assume they do hold some back like last year (they probably do it more for te end of fiscal year as everyone takes more notice of what they shipped and what they forcast) then we can probably assume March sales will be equal or lower than January or February, while April will see a huge boost due to the extra stock from meeting forcasts, as well as the boost it would see after December-Jan/Feb air shipping stops affecting the sales.
