I see the Vita settling in to about a 150k/month or less average now that its launch honeymoon is over. That's pretty mediocre. Those 3DS sales post-Christmas are not great either.
I think people are kidding themselves if they're still pushing that iPad/iPhone/Android have no impact on handheld sales. At least in the US, I'd say the impact is starting to look very pronounced.
Sony is going to be forced to slash the Vita price and Nintendo is going to have to release a 3DS revision soon IMO.







