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I can't imagine anything Sony showed off at the PS4 reveal that would make MS nervous aside from the supposed RAM upgrade. If MS were to beef up their own specs in response though, as far as the reveal is concerned it would just be a matter of adding more power to the PC's running the games. It wouldn't require a month long delay. A more logical conclusion is Sony in fact did not show anything MS was blown away by and thus they are perfectly fine with delaying the reveal. Hell, if they weren't going to push it up to confirm/deny all these rumors, they sure as **** weren't going to for what the PS4 showed off.