USA Today Says Switch Has Sold 15 million units!?

[DonFerrari]

zorg1000 said:

DonFerrari said:

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.

Reread what I said. ABOUT 0 stock which means no stock stuck on shelves or what enters leaves during regular restocking.

That doesn't mean 0 on shipping channels because unless the product was cut something needs to be moving.

So picks the weekly sales plus 1 month of the units on the channels and some of the montlhy production this goes to total around 13 and 14 not 12.