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Why the downplaying??

X1 probably sold 1.2M which is double from last year.

Whatever way you look at it, it's a great boost.

And as for the overshipping downplaying, the only time that can really affect results is the holiday quarter where retailers will bulk massive amounts in bulk which they might not sell. And if they do overship, there will low shipments the following quarters so it evens out eventually.