They're a multi-billion dollar company because their sense of innovation is attached to licenses, and that's mostly all they're good at. Tell me what has been successful about their hardware.
I read real news too, and yes, I knew they weren't shipping until mid-October, strategically planned to compete with iPad 5.
I just think it's reasonable to say that it's quite presumptuous of them to think pre-orders will be necessary. Apple gave a month's notice for the first one--and it WAS a success. The Surface, by all accounts, has not been a success. Microsoft's sales have barely equaled their marketing of the Surface : http://m.huffpost.com/us/entry/3624014
The Surface 2 isn't much better---what makes you think demand is going to change? Perseverance? Maybe. But, I can tell you, their marketing strategy is pathetic, placing the iPad next to the Surface, and even giving false impressions of the iPad side by side. (Go check it out; it's well documented)
People probably wanted the X-Box, and iPad, and tickets to the upcoming "big pop concert" in town. But Surface is not in demand, in any way. It's just an opportunity for them to get whatever little bit they can before iPad 5/and Mini Retina eat their sales opportunities alive.
This isn't wrong, as much as I'd like to believe Microsoft has a grasp on its hardware business, they don't. The surface is a beautiful product, easily as well made as an ipad. But this isn't MS problem, it's a problem of not knowing what the consumer wants, as you put it not matching the product to the consumer demand. (Although I never saw where the false impressions were in the side by sides with the ipad, I thought they were quite telling in the ipads shortcomings, but I agreed with others on this forum that MS should have concentrated on its own strengths instead of the ipads many weaknesses.)
I don't think it's an opportunity for MS to cash in before the new ipads, I honestly think there is a serious disconnect going on at Microsoft. The hardware guys seemed holed up with no contact with the real world, they produce the product asked of them and do a beautiful job, but marketing failed them in asking for the wrong product which no one wants, or no one knows they want.