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It's very hard to say. What you say makes sense, but it's hard to tell what is the impact of shortage, how much it translates into lost sales, how much it helps building the hype. On the contrary, being free of competition for 10 months, and have a better reputation can clearly translate in domination for 20 countries. I mean, you sell 1.000 more console on USA, so what ? You sell 1.000 in Liechtenstein, you achieved monopoly, and enjoy revenues for the next 5 years, and perhaps forever, without any competition.