So they increase the amount of low points rooms in order to raise the per point cost of buy in...to maximize the number of owners...Now all these new owners will eventually migrate to the other resorts with lower points requirements for their studios.... meanwhile the 1 bedrooms start to be left empty.... so the point adjustment slowly is skewed to raise the point cost of the studios, and reduce the 1 beds--- So the new difficult booking will be the 1 bedroom due to the reduced cost per building "block", and the studios will follow beginning with the lower view category... Except at the poly, where they only have studios and 2 beds.... so the only way to increase the studio room points will be to reduce the bungalows....
So, your saying that more studios will make studios MORE popular and 1-bed rooms less popular, which in turn will adjust points to make studios more expensive, which will then make 1-bedrooms MORE popular, which will then make 1-bedrooms hard to get? Seems a stretch.
Then I don't get why someone who can only afford enough points to get a studio for their stay requirements wouldn't buy resale. Maybe most of the new sales will be add ons for existing owners...
I think that's going to be one of the problems. Buyers buying at those price points will probably be a higher concentration of wealthier folks, which will be MORE likely to want to buy in for the bungalows.
However, you need to realize that a LOT of people don't even know the existence of the resale market. Even myself, who (not to brag) considers myself pretty up on Disney stuff, didn't realize how much less expensive resale is than buying through Disney until just this year, at which point I jumped at it. Before that, I thought DVC was untenable as an option BECAUSE of Disney's prices. I'm sure many people have no clue the options beyond buying direct. And Disney certainly isn't going to tell them.
On top of that, the Poly is a BELOVED resort. I think much, much more affection is out there for the Poly than the Contemporary or Grand Floridian. I read somewhere (I can't remember where) that the Poly is the top deluxe resort on "repeat" business. (A higher % of people stay there that have stayed there before.) So, really, I do think they will sell contracts for the studios as well
But, consider that the 2-bedrooms might go for at most 4 times the points of the studios (and more likely based on other resort roughly 3 times the points). Even at 4 times the points, the 20 2-bedrooms will account for 20% of the total points for the resort. My guess will be sales based on the bungalows will be higher than that. (In fact I totally expect another "fixed week" sales a la the VGF.) Therefore, the demand will likely be higher than the supply, and those bungalows, regardless of how outrageous the point values, will be completely unavailable to anyone outside of the Poly owners.