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A large portion of growth within the industry in the last generation was a movement towards multi-platform ownership, and a system can become very successful if it is positioned as either competition or as a compliment to other systems on the market. In ways I believe that the Wii U is trying to be both at the same time.

Hypothetically speaking, if Sony and Microsoft produce effectively the same system as eachother (again) in the next generation and Nintendo can offer something unique and compelling, Nintendo could win by "default" because they could appeal to a lot of people on their own and become the obvious "second console" for everyone who buys their competition's console.