1) Perhaps if MS went with Edram @ 64mb+ off-chip, they wouldn't need to be demoing on pcs at this point, and would likely have more room on their apu to go with 18+cu. But hey, what do I know? Heck, what does intel know? What does Sony know? You get my drift...
Demoing some games on PCs only means that MS is at a certain point in their production cycle, nothing more about yields or schedule can be confirmed from it since we don't know what their original plan was. Intel's Haswell design validates the XBO design, not the other way around as you're trying to suggest. As far as "what does Sony know", let's not have such short memories with regards to Sony's past silicon design decisions and act as if they have been a model of simplicity and/or efficiency.