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Megiddo said:

If they overshipped Q3 then it will be harder to possibly overship even more for Q4. I'll be interested to see how it ends up.

I'll give a recent example

PS4 shipped 9.7 million in Q3 2016 bringing the total to 57.1 million.

Sell through at the end of 2016 was 53.4 million so 3.7 million shipped vs sold difference. In Q4 they were still able to ship 2.9 million.

I dont think it should too much of an issue.



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