1) Sony will still come on top since Asia and other regions are always under tracked, they lost in the Holiday Season because M$ has succeeded in creating Kinect as a post Wii sensation among the casual folks, Move has zero appeal to the casual and is a failure from Sony's part, expect Eyetoy HD in the near future.
2) Other business of Sony apart from Vaio, gaming and movies are failures,
- Sony Ericsson is slow in implementing Android compares to other manufacturers like Samsung (Xperia X1 was a Windows Mobile, and their Vivaz, Sendo were Symbian, while Samsung and HTC already bring out tons of androids, their first Android X10 seems to stay forever in 1.6 while market already flooded with 2.1 and above)
- Bravia 3D is beautiful and all, but LG can bring out SMART 3D TV into the market in half the price, in this kind of market, it would be crazy to sell electronics at twice the price of other manufacturers
- Kutaragi fucked up the Walkman brand in the Ipod era, recently there is a resurgence of Walkman, but it only sells because it's cheaper than Ipod
- Music business is near to dead, they had Britney and Backstreet Boys in the last decade, and now only Beyonce, both Justin Bieber and Lady Gaga belong to other labels. They spend a great fortune in buying BMG in this downloading era and I cant see how they area going to recoup all that money.