I think this would be a briliant move to introduce a small, cheap, digital only Xbone next to the regular one. This wouldn't be supposed to replace the mainline fully equipped console, but instead would be a cheap offer to all those people who decided to go with PS4 as their main console and aren't inclined to pay another $400 for a second console just for MS exclusives. But lets assume MS manages to release the Slim for $199 (maybe $149 on BF?) - how many PS4 converts in NA would resist paying this little to be able to play Halo, Gears, etc.? And since it's supposed to be their second console, used pretty much for exclusives only, they won't care about the Bluray drive, they already have it in their PS4. Next step would be to allow people to buy and play digital X360 games and you've got a console that may even take off in Europe to some extent. I'd buy it.
To keep it short - they'd use the fact that they are behind to their advantage - in Poland we call such a move "to flee forward" :)
Wii U is a GCN 2 - I called it months before the release!
My Vita to-buy list: The Walking Dead, Persona 4 Golden, Need for Speed: Most Wanted, TearAway, Ys: Memories of Celceta, Muramasa: The Demon Blade, History: Legends of War, FIFA 13, Final Fantasy HD X, X-2, Worms Revolution Extreme, The Amazing Spiderman, Batman: Arkham Origins Blackgate - too many no-gaemz :/
My consoles: PS2 Slim, PS3 Slim 320 GB, PSV 32 GB, Wii, DSi.
