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Boutros said:

Nintendo is not in the TV business.

Nintendo does not need to be in the TV business to affect the TV business.

The 3DS is what economists call a "disruptive technology" meaning it is a technology that affects their competitor's other areas of business such as Sony's multi-thousand dollar 3D television.

Come 2011, when Sony is pushing 3D games on the Move to get consumers to buy their 3D televisions, consumers will see a $200-300 3D glass free technology via Nintendo 3DS and start to ask why is Sony asking me to drop $3k or more for a 3D television requiring and extra $100-200 for 3D glasses when my son/daughter has a 3D handheld that does not require and expensive television and glasses?

This is the pickle Sony will be in and it is a hard one considering all the R&D, production and marketing costs they have accumulated to create their 3D televisions.