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Pyro as Bill said:

MS and Sony have to be concerned at the possibility that their next home console gets '3DSed' by Wii2 like the PSP2 did.

One of the only ways to go against that would be to try to launch their consoles in a comparable or earlier timeframe.

I wonder how many consoles we'll see announced next year. I already expect Nintendo's next, but would Sony and Microsoft tip their hands so early after launching Move and Kinect?