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This is no surprise ...

EA bet the car on the PSP and then followed that up by betting their house on the XBox 360 and PS3. This has left them playing catch up which is costly because the expensive projects they started before the generation began are not selling up to expectations because the userbase is not there, and the projects they started to catch up are selling poorly because they're not high quality.

I expect they are currently in a position which is still healthy but they're looking into the future and seeing the potential for disaster ...