Maybe Microsoft are making more of a strategic decision based on where they think they require more units, and not necessarily a decision based on them not having the required supplies, I don't know. I sure as heck wouldn't hesitate to shift many more units to the USA in anticipation that, at some point, PS4s may run dry, leading to people opting to grab themselves an Xbox One. When I was desperate to get my hands on a 360 in 2005, I would've damn near bought any new videogame console at that point just to tide me over, but there was no other alternative. Microsoft could be stuffing the USA with more units to pounce on when PS4s are out of stock.
They may not outsell the PS4, but they may steal a few sales around the margins. Needless to say, he does have a point that they're showing real units at many of these shows, and increases in clock speed aren't something you generally do when you have serious production issues. it seems like production is going a lot better than thought, but we don't know how many units that translates to. Either way, the PS4 possibly outselling the Xbox One won't somehow suggest that the production issues were true, but they should at least, in addition to the availability of xbox Ones in stores give us an idea of how production went for Microsoft.
Showing us your dirty work