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This NPD was all kinds of bad signs
Last year 400 PS4 with no notable release (US ignored Driveclub) sold as much as 350 x1 with Halo 5 and more than 350 ps4 with NDC.
Overall HW numbers are lower than they should be when the two main systems are 50 dollars cheaper than they were 1 year before and also had a better SW schedule for the month.
All games/IPs seemingly in decline.
If November doesn't bounce back with some smashing numbers, I can see the proponents of the "front loaded theory" slowly gaining ground... I know it looks good for the PS4 with the new bundle pre orders but we still gotta see the receipts.