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It's iSuppli.

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the installed base of the PlayStation 3 will exceed that of the Wii, iSuppli predicts. The PlayStation 3 will reach an installed base of 38.4 million units in 2011, rising at a CAGR of 39 percent from 10.3 million in 2007. The Xbox 360 by 2011 will grow to 32.3 million installed base units, rising at a CAGR of 15.4 percent from 18.2 million in 2007.

While the PlayStation 3 will take the lead by 2011, the percentage of the installed base controlled by the three new-generation consoles will be remarkably even. The PlayStation 3 in 2011 will account for 35.4 percent of the installed base, while the Wii will take 34.8 percent and the Xbox 360 will be at 29.8 percent.

And this

The Nintendo Wii is perfectly suited for the casual gamer with its mass-market appeal, its fun motion-sensor controllers and its quickly growing portfolio of games. The installed base for the Nintendo Wii will grow to 37.7 million units by 2011, rising at a Compound Annual Growth Rate (CAGR) of 20.3 percent from 2007.

They have no idea what they're talking about. Could be lower, could be higher.