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In the last 2 weeks systems sales dropped significantly, Wii U more then half in the west... japan is the exception and what offsetting the fall if you look at 3rd jan sales. Same reason Vita is up after the holidays, japanese hardware boost 

The more you sell in japan/other regions, the flatter your holiday fall will be :)

The 3 home systems will be up YOY, that momentum is down to the games that were released in the fall. better software >> better hardware sales