Not me. I was shocked at March, but I don't think a price drop alone will push the Xbone over the PS4. Maybe if a big exclusive was launching in June too, but I don't think a price drop alone will do it.
Right. Without Kinect, XBone is the same price as PS4, but it's still considerably weaker. Without Kinect, you lose voice commands and the ability to control your TV; all of the unique selling points are gone now.
That means MS are tasked with persuading customers to pay the same price for substantially reduced performance in 99% of the games they play, but the only carrot they have left at this point is their own 1st-party offerings.
Once the current batch of 3rd-party exclusives come out, that'll be it for XBone. Apart from first party, while Gold set the bar last generation, MS are clearly trying to catch up to Sony in terms of value offered, and even then Gold still costs 20% more. What else do they have to offer? Meanwhile Sony have The Show and the superior, expanded version of Watch Dogs this month, and will likely kick off June with a big Morpheus debut and Destiny beta at E3. Plus Uncharted 4, etc.
Removing Kinect makes XBone less unattractive, but it doesn't make it attractive. When Spencer says, "XBox is all about games, games, games now," what he's really saying is, "The only thing we have left to offer you is your own fond memories of games created by developers who no longer work for us. :'("