Id be pretty pissed if I owned major amounts of Sony stock as they clearly didn't adjust the price of PS4 to accommodate for demand levels.
Microsoft is able to sell 25% less product in the same timeframe at $499, and they will generate same amount of revenue with lower supply, most likely pulling in a higher profit margins to boot.
I know that the point is to get these consoles in as many homes as possible to promote games and service sales, but when your are "supply constrained" this is a sound strategy on Microsofts part.