I think we should wait for december NPD to determine who is "winning" US.
Based on Vgchartz numbers though things are looking pretty even, not taking into account shortages because there's really no way to verify that. Even if we could verify the shortages theres no way we can determine the extent of the impact its had on sales.
I think Sony has done a good job in the US with the PS4 so far. Its taken back a big junk of market share from US.
Europe is not looking good for the One but lets wait until it releases in all regions to judge.
Also i think these numbers puts some of the over zealous PS fans in their place regarding the outrageous predictions being made for end of March 2014.