Could app and cheap social network games actually benefit the big three?

[Kantor]

None of the above. It's two completely different markets. Nobody is going to forego Call of Duty and Metroid and Uncharted and Gears of War for Farmville and Mafia Wars, or indeed for Angry Birds or Fruit Ninja. They are completely different experiences.

Yes, the latter will unfortunately end up being more popular, but they have mass market appeal, and they're not cannibalising the sales of full games.