If there really were over 2.5M unsold PS4s then in order for the stock situation to return to normal, they'd have to sell to consumers +12M between October and March. Doesn't that seem too much even with a price cut? It's not like they've gone over with their shipment forecasts; quite the opposite, they've been conservative.
On the other hand I don't think the under tracking is a big deal. The PS4 numbers are now high enough so that a couple milion more or less doesn't really matter all that much. It was different when the consoles were still under 10M Ltd.
Plus, instead of fixing it now and risk going from under tracking to over tracking we can just wait until Sony gives us sold through at the end of 2015, which they will some time in January or early Feb.
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