Could Sony be keeping the supply artificially low to justify the PS4's selling price for a longer length of time?
Does Sony strategically place more stock on key release dates of competitors as a way of being No. 1 at every possible time?
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Quite possibly those 2. Not ramping up supply would make word of mouth and desirability go through the roof and wouldn't put pressure on them to price cut for a very long time.
And I did find it very odd how PS4 supply magically got a huge shipment when Infamous released. Sony could very well be saving some for more opportune times of the year.