UnderwaterFunktown said:
The general consensus last quarter was that they lowballed their estimate for sell-through (it was only 63 million then). If it was true then, it's probably true now (but of course it's hard to know for absolutely sure whether it is true). Those numbers still put their sales in this last quarter at 11 mil though, so that part at least seems believable and are certainly nothing to scuff at. |
The second quarter is worst-case scenario: pandemic, and all SKU is missing in America, Europa and Japan.







