Currently Online 
Sony is in the worst position.
Assuming the 'console', tradionaly stays primarily a gaming machine. Sony absolutely need a possible successor to the PS3 to be (financially) very successful, otherwise they're in big trouble. Sony has a bit of a dilemma. They don't have the money to go the 'powerhouse' route again, but they also can't afford to lose market share to Microsoft if they don't and MS does.
Both Microsoft and Nintendo have too much cash to go under even if they screw up big time. Microsoft's software divisions are easily capable of keeping the XBox afloat if it isn't profitable and Nintendo's handhelds will keep them growing and strong if the consoles are weak, like the GameBoy did during N64 and GameCube era's.
Also, it's about we saw some action again. Statistically it has been too long already for any drop-outs. ;)
