The moment preorder numbers started showing up, the XBO was clearly more than a little dazed by their antics. Think about this, the ps4 day one edition had more units to sell than Microsoft's day one version did. That's why with them both sold out you see the ps4 day one at the #3 best seller of 2013 (so far) and the sold out XBO version is at #6:
http://www.amazon.com/gp/bestsellers/2013/videogames/ref=zg_bsar_nav_b_0_b#1 (note that either company could add more units to their day one versions and throw these figures off).
What's more, the XBO day one version did not sell out until last week and the ps4 sold out in what? The first couple weeks after being announced? Additionally, Sony's other bundles were selling like hot cakes, assuming hot cakes sold well in their day. Sony had four other bundles (Killzone, Knack, Watch Dogs, Battlefield 4) in addition to the standard version. I said "had" and not has because all of them are sold out except for the standard version which likely won't ever stop selling because it does not make a launch day promise. The ratio people initially talked about regarding the ps4 outselling the XBO at 2:1 was actually really low, we may be looking at 5 or 6 times or even more. Even with their backing out of Microsoft's statement, the XBO is still getting hammered (note that the XBO standard version isn't even on that link I posted above, but the standard PS4 is currently at #61 and rising AND Sony has alternate bundles of the ps4 that are sold out at #79 and #96 as of the time of this posting. The knack and killzone bundles had less units but they are also sold out and killzone was still on the top 100 list last week so it's not far behind). We're looking at a massive stealing of the show by Sony.
In any event, the huge disparity in sales for a company that had a sizeable lead over the ps3 last generation surprised and pushed them to make the change. As the CEO told reporters, they had done market research and expected backlash for the policies that they made but did not anticipate that it would make any difference when it came to buying the system of choice. Because consumers don't care about the details, they said. They did not count on just how aware the internet and media would make them into a running joke and just how clearly the word would get out there. They underestimated us and that was drastically apparent the moment the preorder sales came back.
So they did the only thing they could do, try to save face by rolling back policies that customers by and large did not want.