eva01beserk said:
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I can see that clearly, but doesn't that carry a notable risk for the next quarter? The channel will be stuffed to breaking looking at the sales of X1 the past few months. If anything, the 1.6M combined shipped (~1.2M X1?) they announced will more than offset any sales during that same time period, so that huge overshipment previous will still have the channels stuffed to the gills. So next quarter announcment for MS may be even worse.