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www.gamekult.com made three nice ITW with sony, microsoft and nintendo french director. One said that the market became bigger the past few years, and that three companies can make benefit, even if it's in the third place. He said that it was pretty new cause before only one or two companies could make benefit in this business.

So the answer your question, I'd say that a 4th company in this market is pretty unbelievable. But don't forget some companies like Apple, with their Ipodtouch, Iphone, they kinda enter the handheld market.