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It says "to end users." Do they mean actual buyers in the store forking over cash? It looks to me like Gartner may be estimating this number given their comment
by raganwald 15y ago
It says "to end users." Do they mean actual buyers in the store forking over cash? It looks to me like Gartner may be estimating this number given their comments about estimating retail inventory a few paragraphs down.
I'd really like to read the original, I am not sure how solid this number is.
- potatolicious 15y agoOdds are the two numbers are highly correlated - consumer electronics depreciate fast and nobody likes to keep inventory around longer than absolutely necessary. Unless MS is pulling some really sketchy shenanigans stuffing the channels full of WP7 phones that won't sell (that retailers will push back hard against), "shipping to stores" is a not-terrible approximation of "sold to end users".
- kenjackson 15y agoI think it's to actual end users as they talk about sales to the channel dropping off, but sales to end users being flat. So they seem to be differentiating between channel and end users.