I agree with your logic and I am using the same numbers on my end. I am just assuming a greater % being allocated to Japan to better support some of the new releases, essentially repeating the trend we seen in January. Then when the end of Feb rolls around, we will likely see more units shipped in for the SSBB release. The only flaw in this logic is that the supply being sent at the end of February (still falling in the NPD month) could propel sales above the 400k mark.
I can see there is strong support for being long above the 400k mark and I am not one to go against the wisdom of this crowd.
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I agree with your logic and I am using the same numbers on my end. I am just assuming a greater % being allocated to Japan to better support some of the new releases, essentially repeating the trend we seen in January. Then when the end of Feb rolls around, we will likely see more units shipped in for the SSBB release. The only flaw in this logic is that the supply being sent at the end of February (still falling in the NPD month) could propel sales above the 400k mark.
I can see there is strong support for being long above the 400k mark and I am not one to go against the wisdom of this crowd.