They think it will have a DS like sales compared to the PSP. If you look at the Ds on a normal week, they typically out sell the psp 2-1 on a weekly basis and hold about a 75%-80% marketshare in handheld market.
If you look at the Wii sales on a weekly basis, they typically hold a 40%-55%% marketshare on a weekly basis. This means Xbox 360+ PS3 > Wii. The best case scenerio in the future will be ratios of Nintendo with 50% xbox with 25% and PS3 with 25% marketshare. They get half. But in reality, as prices go down and muticonsole ownership goes up, it will probably be more like Wii-40% xbox-30% and PS3 -30% marketshare. It will be a very close 3 horse race in reality.