Malstrom: Nintendo’s Shield & Defense = “Sustained” Disruption?

[Alby_da_Wolf]

^^
Yes, but, first, Sony and MS, they are trying to have a foot in both camps, they aren't abandoning the old one, second, we can't tell if they'll succeed, yet, but they are working to make both worlds coexist, destroying the old market wouldn't bring them any good.
Malstrom takes for granted that both Sony and MS will do the wrong moves, but Christensen describes one of the mechanisms which disruption happens through, he doesn't say that this always happens, he describes what happens and what brings disruption, but if not enough mechanisms are correctly triggered, disruption doesn't happen. Let's tell it simple: if the disruptor does enough things correctly and the disrupted makes enough mistakes, and the market reacts favourably enough to the disruption, disruption happens, otherwise it doesn't, an evolution and integration between old and innovation happens, instead, but in a softer way, faster and deeper than usual thanks to the higher potential of disruptive ideas, but not a proper, complete disruption.
In this case Nintendo is doing things right more than enough, hence its success, and the market is reacting favourably to the new ideas, BUT... But the market likes the new ideas but isn't fleeing from the old ones, and we have no clues that tell us for sure that Sony and MS made enough fatal errors to kill their current market, have no chance in the new one and lose any possibility of recovering. what we can say is that if Nintendo keeps the new market almost all for itself and MS and Sony can't get a decent slice of it, but they have to keep on dividing the old one, they are obviously doomed to remain second and third, and IMVHO for this gen this fate is sealed, they'll remain second and third, fighting till the end for second place.
But still even third place is big enough to not being definable as niche, so this isn't disruption.
As for the new market, Wand and Natal are too late, so they'll be just experiments or little more, but Sony and MS must do these experiments to at least partially fill the gap from Nintendo, to avoid getting caught unprepared when next gen begins. Obviously by then Nintendo will have something new to present, but we can't know if it will be as successful as motion control, while motion control itself will be a requirement for every 8th gen platform.
And then, there is the good old PC, where SW houses are quite free to follow the roads they want without having to care for MS, Sony or Nintendo strategies, a huge, anarchic cauldron ready to welcome every gamer not happy with any new console.