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DonFerrari said:
zorg1000 said:

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.

Sure I'm making assumptions.

So let's make a big leap of faith on the 2M per month as if it happened for Oct+Nov+Dec that would be 6M produced/shipped, plus the 7.62M they already had shipped. That makes 13,62M so it aligns more with mine 13-14M shipped with little inventory and 13M sold (because that 1M on channel would be what is on movement, 2M would mean a lot on shelves as well, what isn't really happening yet).

Your numbers dont add up to your previous claim.

We have sold through at 10 million as of Dec 10th.

You just said there was 0 stock at the end of Nov so shipments of ~10m.

Then you keep using the 2m a month figure for shipments which would put it at ~12m at the end of Dec.

 

You have 2 conflicting ideas going on, if there was no stock at the end of Nov than shipments would be over 2m this month.

If shipments were 2 million this month than there would be stock at the end of Nov.

It cant be both.



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