No. I never said or implied that.

And I`m doing the same consideration for both companies. Neither company spread of sales is thrustyworthy at this moment, nor the % per territory, nor the % of S vs X or Digital vs Physical, nor the difference betwen Series And PS sales.

Again PS5 sold 1M in Japan with 500k SW, that is just to low, it should be at least 2-3M SW sold for that number of HW. And Series seems to be in an even worse situation of SW tie ratio in Japan.

So yes, if the spread of USA vs other territories keep up for Xbox that is great, but I don`t think it really will. It is on a moment that every single territory would buy more than what they are receiving. Or would you disagree that Xbox could perhaps be selling 50 to 100% more in USA or any other individual country if MS focused the shipment over there? Same for Sony. We just don`t know.

Like, Brazil is on a very sad situation at the moment, a PS5 costs about 4 months of minimum wage right now (if the person saved 100%), there was a new batch of arrivals for digital stores (like 10 different ones), it sold out in all of them in like 2h, deliveries starting in November 11. And this seems to be a big shipment, because on previous occasion tere were sold out in like 5min. Xbox Series X is quite similar situation, here only S is readily available. And we have been hearing similar stories in several countries. So again, the real distribution without constrains could be totally different than what we are seeing, and could even be with even more sales outside of USA/UK for Xbox than right now.

I think both companies are smart enough at allocating stock that the proportions we have here, while not perfectly accurate by any means, are not at all "totally worthless". Would they be different with more availability? Quite possibly, but probably not massively different.

Series s holiday numbers are going to be interesting, if there enough stock on shelves right now it could do peak wii numbers during the holidays

Quite possible, S being the only one available (perhaps Switch will be also), when parents can't find X, PS5D or regular, they will grab S even if not their first choice (plus of course those that would buy anyway because is the cheapest on the group plus GP enticement). Yep I think even the accumulated stock of S we have now (that certainly isn't that big anyway) plus whatever they manage to put until black friday and until 24 december will vanish in most markets. That is one chance MS have to do a very good end year number.