1/ Apple won't be a direct competitor. It'll be more phone-games than console.
Vivendi-Activision or EA might come up with a console of their own one day, but not in the next gen anyway. Namco-Bandai is out, since the japanese market is shrinking.
2/ Sony has a hard time supplying first party suppot for both a home system and a handheld. They might have to choose either one of them (a home console probably).
God i hate fanboys, almost as much as they hate facts
“If you want to build a ship, don't drum up people together to collect wood and don't assign them tasks and work, but rather teach them to long for the endless immensity of the sea” Antoine de St-Exupery
+2Q / -2N (to be read in french)