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eva01beserk said:

So x1 overtracked again?

Although it does not suprise me,mainly cuz they did not say anything outside of the US for the big holiday sale. No doubt its been overtracked for a while in ROW, but that boost they put fof the hollidays without any offers on terrritories its been doing awfull the entire year, just dint make sense.

Theres also no way AMD does not know how many chips they made and sent, that 30m has to be precice and we know what sony as sold by jan 3rd. There is no other way of looking at things. X1 overtracked.

When you account for MS' announcement of 6.6M consoles shipped in the quarter, it doesn't seem that it could be any other way (as my post above indicated).