binary solo said:
Actually I don't think they are as bad as people think. Sure VGC could be undertracking by 1.5 million. But it's also possible Sony is building up plentiful stock to guarantee no shortages for the holidays. I think the time to really assess VGCs tracking is when the December Q shipments get announced. You should expect sell-in LTD and sell through LTD to be fairly close if Sony was able to manage its stock. Right now >2 million in the retail channels (which will include retailer distribution centres, not shop floors) isn't completely unrealistic for this time of year. PS4 just had 2 months selling >1 million consoles (Sept and Oct). So at this time of year 2 million in the retail channels is only ~8 weeks of forward supply. Is 8 weeks forward supply really that outrageous? Doesn't seem that unreasonable to me. |
ExactlY!
Don't be hesintant ,say it with confidece...
It's very reasonable, I said it first in the thread about ps4 shipping 29.3m units...
Look:
NewGuy said:
| tak13 said:
It would be weird for 2.8m on the shelves (you never know) , I agree, but 2m isn't irrational, and sometimes companies overstuffing the channels! :P XBOX360 was used to have 2m on the shelves, that is proven! You're implying that there are 1m on the shelves, that's way low for a console that sells like ps4, this is what 3DS has in its fourth year and ps4 ships the triple numbers... |
SWORDF1SH said:
I would say that they are 30M+ now, with about 29M in consumer hands. |
tak13 said:
|
1m stock is very low for a console selling like ps4! It might be selling 200k a week, with only 1m stock we would already have heard news about ps4 stock problems... 1m+ seems to be the stock of 3DS (based on a extrapolation with shipments/sale comparison in its best selling territory) that is in it's fourth year and sells 100k a week and ps4 shipped the triple numbers of what 3DS did in last quarter... |
What do you think about these?
