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Very unlikely. Investors and regulators would certainly be interested if Nintendo dramatically underestimated its forecasts, and not in a good way.

I suspect that the Lite is going to shift the dynamics rather than shift more units. I'm betting we'll see a couple million more shipments for Q2 because of the Lite launch, but it's also going to eat into regular Switch sales. That means fewer of those moving and fewer orders from retailers. So we'll likely see a couple million fewer shipments than some expect in Q3 because that stock will already be there.