ethomaz said:
Well they already have enough stock at end of December... ~1.4m on shelves... so they didn't overshipped. They sold up to Mar 1st 1.7m... that means they shipped at least the same amount but I will bet they shipped a little more than what they sold. For March 31st I expect they ship at least 1.2 million. So to have at least 1.5m on shelves I expect Sony to ship 3.0-3.2m this quarter... flat of a little up yoy. |
I don't think Sony have overshipped PS4 in the holiday, but according to amazon US seem that actually PS4 is undershipped... so i don't think will be costant at 1,400,000 in magazine. as i said around 1,100,000 in magazine is my prediction. But who know... you estimate seem possible thought.