Really thinking that Gamescom will be very fascinating this year.
Be interesting to see if Sony have their stuff together, and the launch countries will surely show how far behind/equal or ahead they are in production.
If MS are really doing badly in pre-orders (and obviously having trouble manufacturing them)... I would not be surprised if they get the cheque book out and pay for exclusives/content... but with possibly low stock, would they announce that now to get people excited or wait until there stock is at a better state.
These next few months are going to be interesting from a business strategy point of view.