The produtions issues would be reflected in the hollyday months. And for everything we are seing Microsoft will easily ship as much XOne as Sony will ship PS4s.
The first months of 2014 will have a very big slowdown in salles across the board. No more than 500K Xone will be sold each month. This is more than 3x less the current pace.
Why would MS have problems to supply countries with less than 20% the WW market? Less than 100K which is 1/20 of Xbox sales this hollyday?
They use that stock instead to countries where next gen is really a demand, there are many countries in Europe who still buys last gen consoles. No more than 500k? How'd you know? I could pull some numbers out of my butt too and say that they will sell 1 million a month.