Interesting read and right in line with where I see the game industry going over this next year. However, I'd still put Nintendo at the top spot solely due the fact that they have the most profitable IPs, a complete dominance (currently) over one entire market segment, and they typically innovate the next major shift in gaming hardware/control etc at every generation.
However, there is argument to be made for Apple or Google solely due to the extreme popularity of their OSs designs. Of course depending on how win8 takes off, considering its MS first foray to make an all encompansing OS, they could easily take this lead. Realistically, you have Apple Google Nintendo MS in the top 4 easy when considering where the market is and can go. Then the next few come to Sony EA (arguable who's actually #5) and a slew of big publishers or specific devs.
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