The hardware moving effect of Kinect may be overestimated by some in this thread.
Yes, it will be positive, which will be reflected in YoY gains when all the chips are tallied in January, but if you have a projection from MS of about 3m Kinect units, which is presumably around the total number of Kinect units they will have shipped to retail through the holidays (you can't simultaneously have channel stuffing and near 100% sell through), by that reasoning (not too crazy for the typical, impartial, reasonable individual) Kinect will actually be directly responsible for the sales of less than 3m consoles over the holidays given that the 3m Kinect number includes add-on kits that likely don't even number as low as 1m of those 3m total projected sales.
Sure, one could argue that Kinect will make consumers go out and buy a 360, but if they don't bother to pick up a Kinect peripheral at the same time (or just buy a bundle and save $50), it's a thin argument to say that Kinect "sold" a console.










