Just to temper a little bit of this, some of the huge Amazon numbers the past few days has been the fact that many stores haven't had stock of the good X1 bundles (already overstocked with vanilla SKUs and ancient Kinect SKUs).
So more people just use Amazon for things that are HTF in stores.
That's FAR from the only thing, or the main thing, but it is a factor I'm absolutely sure. I've been to several Walmarts in the area in recent days and it's been true at each location.
The other things to ask : what is the baseline demand? How many people were waiting for an X1, but wanted a good deal (price cut + bundled game?). Will the demand be satiated in a few days/weeks, or will it become a new baseline?
I am thinking X1 will edge a win in November, lose slightly in December, and fail hard in 2015 until the holidays again.
And no, nobody believes that this is a 'temporary' price cut either, that's bunk. $399 can never happen again, I don't know who they think they're fooling with that line of BS. $299 will almost certainly hit by E3 2015 as well.
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