I will be impressed if PS4 sales are >200k in June. It's a 5-week month but the PS4 sales were elevated in May by the release of Watch Dogs. As for XBone, anything >150k will be a "win" for MSFT.
You could be right about PS4. In any case, this talk about 50% m.o.m. is crazy talk. Past success does not determine future performance. I hope Dire doesn't manage his own investment portfolio.
I'm setting the bar for Xbone at 190-200k, because May was so terrible. If May was bad because of the sku announcement, then presumably those customers will buy in June. So in order for both months to average out to April's performance, its 190k. Anything above that is an actual bump, and not just 'deferred May purchases'.