thismeintiel said:

What's with all the overshiped talk? I can understand if they only shipped like 1M-1.5M units this past quarter. But, they shipped almost 3M units. In a slower part of the year. Stores aren't taking that much stock. I think it's pretty obvious that sales are just dropping because we are close to marking the 3-year point of PlayStation 4 not getting any price cuts.

As for the adjusted forecast, I'm guessing we're not getting a price cut this year. I suppose they're going to wait till next year to drop it buy $100.

Shipments were flat YoY last quarter and down almost 30% YoY this quarter, unless PS4 interest just all of a sudden declined over the summer than its safe to say that they overshipped last quarter.

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