I'm starting to wonder myself what is going on. With my discussion with psrock and others last week, they were wondering why there were 2.7M consoles in the wild. This adjustment will make that nearly 3M. I'm starting to wonder where the consoles actually are, if they're not in those countries that they've found a disparity. There must be a couple countries undertracked and those will be fixed when the time comes I guess.
Still, it could have something to do with the upcoming season of heavy hitters... maybe a price drop is in the works?