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Hynad said:

Because mandatory installs mean full game / digital equivalency?

You're really overreacting here. Here, read this again:

"If you are playing a disc-based game, the system will begin caching the disc when you put it in the console and get ready to play. The game is saving part of itself to the system's hard drive. The amount of data that has to be saved before you can start will vary per title."

 -__-

I think you are misunderstanding the part that you are underlining. How much you need to install before starting to play does not mean that the full game will not be installed, and it does requires to install them in full.

The games till now announced, require...

CoD: Ghost: 49GBs

Knack: 35 GBs

Killzone Shadow Fall: 45GBs

Don't know about others, but the average looks like 40GBs per game, so basic PS4 will let you use around 12 games, and then you will start managing your data, and those sizes are without DLC, which can increase the size of the game by a few GBs.