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I think Gamerace is spot on in his analysis - Wii was such a success mostly cause of "casuals", but they have, more or less, moved on - either to social games, mobile games, or, like many folks I know, to Kinect. On the other hand, Microsoft is expanding its audience, and as much as I prefer Sony, I just can't shake off the feeling that next Xbox will have most powerful hardware, killer price offer and lot of "core" inertia, and that will steal even more of Sony's and Nintendo's (Wii) audience. So, although I don't think it's all doom and gloom for Wii U, I don't see it coming nowhere near Wii's numbers, and 40mils seems about right - depending on 3rd party support, maybe even slightly generous.