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MS had a solid Jan-March quarter due to Titanfall bundle at the begining of March. New sku means every retailer took on more units to have stock (obviously).

This new sku is coming out at the end of the quarter (again). This forces every retailer to take on more units (again). MS will look to have a solid quarter due to shipping the new sku to stock every retailer. Financial games padding the books (every company makes moves like this).

All my opinion of course. Agree or ridicule I think it's the most logical