I think we are definitely getting mixed messages, but it does seem MS have brought the fight to Sony for November no doubt. It may be a few weeks before we find out if Sony's decision to not price cut will help them win the month or make it close or not. (I consider a small gap in favour of MS a win for Sony)

I can't wait to see this week numbers.

You know that Sony are in the position to look at sales and PROFIT most of all, Sony do not need aggressive price cuts. Winning also Nov is food for zealots, Sony don't care if zealots feel better if PS4 win every NPD every year.  They do care about great sales, and they are having great sales, and profit. Why Sony should beat MS at any cost in any NPD ? I'm not saying this to you, it's just general thinking.  In the Global PS4 is setting apart, and in NA is still ahead of XOne in the user base.  Never rush things, just do the right move at the right moment, what Sony are doing. 

I agree with your points.

If the gap in November is close to less than a few hundred k, then to be fair its a bit of a disaster for MS... they have dropped the price so much, and with it going back up in January, created a situation where people will think, you know what why bother buying between Jan-Oct because I know I can get one really cheap in November next year. It really could have a massive impact on their sales. Sony will just increase the gap significantly Jan-oct and stay close to MS in Nov/Dec, then Sony will continue to extend that gap.

Good point. Sony has had good sales all year and they don't want to wipeout a shit load of their yearly profits in the US just so they can sell out their shipments in half the time and then have days where everything is out of stock. This way they will still sell their big shipments but still make a profit at the same time. And people buying PS Plus will be the icing on the cake. It's crazy to think the regular PS4 is still in the top 100. People buying that are giving Sony pure profit considering they then have to go buy games, another controller(s) and a lot will buy PS Plus. 

Still going to wait for the Nov totals when posted, but currently it's looking like at best for MS, it might be a wash between the XBO and PS4 which still leaves them with a 7m unit deficit after taking some pretty serious losses on every unit sold.

It's very likely that XBO sales will plummet off a cliff once all SKU prices return to their pre holiday levels.

Hourly update:
#1 PS4 GTA V
#3 X1 AC
#31 PS4 LBP (same)
#46 PS4 Destiny (Down 1)
#90 PS4 (up 2)

What are sales usually like today (day after BF), and tomorrow?

I know cyber monday is big but do these 2 days sell a lot.

That's exactly the point !  These so aggressive Fire sales in Nov/Dec are a double edged sword. You gain  for the high season, but once price is back to standard, you will be outsold for 10 months in NA(Jan-Oct), and then the same will happen in Nov/Dec 2015; but now most of casual gamers know about this MS strategy, it will be even worst in these 10 months. Just my opinion. And if you also look at the PS4 line up in 2015, you understand me :)

In previous years (ps3) Sony's problem was they were only over selling by a small amount and by the time December came along Ms made up alot of the ground, this time the gap between Jan - Sept has been very significant for PS4..

There is a lot of anecdotal stuff saving 2:1 sales for XBO over the last few days, so the gap could be significant in November..... who knows.

It's fascinating stuff...

Its good to see Infamous: Second Son selling well on Amazon.