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Kerotan said:
So until we get more reliable information are we assuming x1 heavily overtracked?

Pretty much. General consensus is that MS shipped ~10.5M X1's by the end of 2014. As I mentioned earlier, MS left 900K X1's on shelves by the end of 2013 (MS confirmed 3M sold-to-consumers and subsequently, announced 3.9M shipped). With more familiarity with the market, I doubt there were 900K X1's on shelves again. However, even with a generous guess like 500K, the X1 would be overtracked by 1 million.