Microsoft commited to the Kinect its public support as late as this February, and 3 months later it is gone. Going by the fact that the console w/o Kinect is slated to hit on June 9th, the day of E3, i'm assuming this was originally meant to be an E3 announcement. Going by what I know from my side of things, April and May (so far) have not been kind to X1 demand here in the US.
I'm guessing this announcement was made to get ahead of April NPDs being released in a few days, as well as creating a strong business case as to how they concede the month of May. If the sales difference for these two months can really be that vast for two months in a row in its prime selling territory, I don't think that puts forth a strong image of the brand going into E3.
Once again, the ones I feel bad for in all of this are early adopters, who bought into the ideas and vision MS was selling, just to have the rug pulled out from under them after 7 months of being on the market. Those fans, who bought the X1 and its Kinect-controlled vision and games at a $100 premium, are now kind of abandoned. People will drum up comparisons of this move and what Nintendo did with the 3DS when it dropped its price less than a year into the device being sold, and I don't think thats simply true. Nintendo created the ambassador program to compensate those early adopters. I am honestly hopeful early Xbone purchasers see similar compensation.
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