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tak13 said:

Which would be insane...

Going from 1.3m overtracked on May, to 1m undertracked on October! It could be overshipped for instance... I wouldn't be surprised, I have that suspicion since previous quarter after a research on some official numbers and comparisons!

Also, lets not forget the already big deals for PS4 slim, that thing isn't selling as much as it should ( see september NPD ) , mainly due to the anticipation of PS4 pro! Perhaps stores are stuffed with ps4 slim stock, because as I aforesaid, that thing isn't selling as much as it should and that's why the great deals,  which is unexpected to see  them happening so soon, the system was just released...

Overshipped? No.

Shippments were actually down by 100k from the similar quater last year. This shows they are actually undershipping especially when you consider what their FY target was and still is.

And dont forget that the slim was onky available for 2 weeks in September. And those big deals you mention for the slim aren't indicative of it not selling well. That's exactly what the slim is there for. To have ridiculous deals and sell as many as possible especially in this time of the year. Just want and notice how there probably wouldn't be a single deal for the PS4pro. 

And don't forget that the pro was also announced and is just days away. What this does is that right now there will be more used PS4s on the market than ever before. As a lot of early PS4 adopters will be trading their consoles in in anticipation for the PS4pro (I am one). Those used consoles will be even cheaper than the slim, so that will also result in a slight slowdown in sales. 

Just wait till the end of December, then all these things and factors will become clear.