Sony isn't winning US, especially if kinectless sku is true, Sony's biggest advantage price is gone. Launching a month earlier won't help them win a generation, especially if MS is consistent in their money hats.
I wouldn't be so sure about that...
Sony is still trending about 4 to 1 ahead of the xbox 1 in terms of preorders in NA.
I don't know if they'd keep that kind of lead, but if that turns out to be true... MS is gonna be in for an up-hill battle no matter how you slice it. They'd have to not only undercut the PS4's price, but do it in a way that significantly pulls back mindshare. Not livestreaming their Gamescom conference certainly ain't a step in the right direction in that regard.
And as it's been echoed only a thousand times before, don't put so much stock into MS taking NA in the upcoming gen just because they had it in this one. Just ask Sony, Sega, and Nintendo about how well that worked out for them in the past.