I think one of the most notable things about MS and Sony not being gaming companies is that people don't take it into account when making their worst case predictions for the 360 and PS3.
1. They will not keep making games to the bitter end like Nintendo will, or Sega did. They'll rather drop gaming and move to operating systems/electronics/whatever.
2. If everything else with the company is doing really well, they can rebound from a very bad situation. On the other hand, they might be forced to stop supporting even a very succesful console if all their other enterprises suffer a catastrophy.
This might happen to Microsoft if Vista fails bad and Linux gains ground, or to Sony if their electronics take dive and they have many repeated problems like the laptop battery incident.
Now I'm not saying anything will happen, but people should probably take it into account more when making long-term predictions.
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