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The market for mobile phone games in 2008 is almost $5 bn (software alone)
I expect it to grow to 7 or even 9 bn. in 2011 representing a market probably bigger than any handheld from Nintendo or Sony.

I also expect Sony will be number two in 2011 and Nintendo to be behind Sony.

Handhelds will become less important than today because consoles will become cheaper. No console generation before has been as expensive as the current one propelling handheld sales up into heights never seen before. The next console generation will be cheaper again.