Thanks for that. Then would you agree there's nothing to really indicate increased overall demand post-disKinect? Unit sales stayed pretty much on track, with ASP dropping accordingly?
Ono disagrees, and I think his games are reasonably popular in the West.
Also, is "The West" now comprised solely of the US and UK? Mainland Europe is now part of the Orient, I guess?
It's worth noting that unsold consoles don't vanish in to the aether at the end of the reporting period. Some people seem to think that some portion of every shipment is ultimately destined to go unsold, but that's not really how it works. You don't actually ship "extra."
Also, there's a fairly significant lag. The consoles sold in October were actually being shipped out in September (assuming all is going as it should, and they're not still selling stock they received in August or something). The Q4 shipment would actually cover the sales Nov-Jan, more than Oct-Dec.