HMX prog by year:
What you said does not change the fact that microsoft uses the subscription revenue to develop its online infrastructure in a way sony hasn't. Since the paid psn is still in it's infancy, we may eventually see them doing some of what microsoft does.
Also, your argument still doesn't justify attacking a company for giving its workers vacation during the holidays.
It's not the most outrageous thing to suggest that perhaps the fees MS gets could have some amount of influence.
This is all getting rather silly. Especially since the delay doesn't matter now. Why it ever did is a matter for scholars to figure out.