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DonFerrari said:
zorg1000 said:

where was it stated Switch had 0 stock at the end of Nov?

Have I said there were any formal announcement?

They were sold out like a month before, sold well on Nov (close to the Nintendo 2M production claim) and from the reports we had on the NPD and prediction threads the flow of Switch was always that it received constant supply but they weren't sitting around, so there wasn't much surplus to imagine that a September sold out, October nearly sold out, November no units sitting around with a 10M announcement and 2M December production would have 3M consoles shipped and not accounted for.

You are making alot of assumptions here.

According to Nintendo's own statements, there was a ~600k difference in shipped vs sold numbers at the end of September (7.62m shipped vs ~7m sold).

Also, outside of Japan, Switch does not appear to have mass shortages.

One last thing, if shipments are only about 12-13 million at the end of December than they would have shipped ~5 million this quarter with plans to ship ~4 million next quarter.

It doesnt add up, if Switch sales are around 13m than shipments would be close to 15m.



When the herd loses its way, the shepard must kill the bull that leads them astray.