XB1 is undertracked yet keeps getting adjusted DOWN

[Ninsect]

ioi said:

Ninsect said:

Barely 3-4 weeks of stock on shelves is quite unusual. You say 2m+ is normal for consoles selling 500k-1m during the holidays so why isn't 0.2m for consoles selling 100-400k during the holidays abnormal? It's not like WiiU is doing 10 times worse than the other two.

Historically, you never tend to see a large gap between shipped and sold for Nintendo products - you don't tend to see a Q3 / early Q4 channel stuff in the same way as you do with Sony / Microsoft (MS especially).

I'd suggest someone does a historical data study for Wii, PS3, and 360 for 2006 - 2012 at each quarter - look at shipments vs our sell-through estimates and you will see these patterns become clear. I don't have a watertight explanation for it, I just know that the pattern exists and it doesn't suprise me at all to have 2m+ PS4s and XB1s in the supply chain at the moment vs a few hundred thousand WiiUs.

Well didn't kowenicki have a thread for that? 

*summons kowen*