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Intrinsic on 26 November 2018
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DonFerrari said:
Intrinsic said:

Then those people must be crazy.

Unless japan pulls some crazy numbers. Cause as it stands NS may not even win in NA. And we all know how EU goes; so tht means that NS will have to make up all that ground from japan.... I just don't see that happening.

Crazier than Sony that only upped their forecast to like 17-17,5 and Nintendo that haven't reduced theirs?

Truth is that nintendo doesn't have to reduce theirs.

Its easy to get FY shipments and Full year sales mixed up cause they overlap.

For the FY apr 2018 -Mar 2019 nintendo plans on shipping 20M and sony is now doing 17.5M. There is alot more to that than just those numbers. 

Total 2018 sales (jan - dec) could very well be 18M+ for sony and 17M+ for nintendo and both will still have a whole FY quarter of shipments left to meet. But at the end of the day, sonys total FY shipments may be at 18.5M (upped again) and nintendos still at 20M. It all comes down to how much was shipped in q4 (jan-mar) FY 2017-2018 and how much of that stock was carried into the new FY. 

If nintendo ships 20 as at the end of the 2018-2019 FY, that may just mean they have an excess going into Q1 2019-2020 FY and they would just ship fewer units then. Same thing happened to sony last year, their total shipments for the year was less than their total sales or something like that.