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He article focuses too much on the gaming market, when the only thing that can really kill off msft gaming is if and when msft gets in bad shape financially, say as bad as Sony is doing currently.

They are clearly starting to loseinfluence and presence and market share but the OP just isn't giving them enou credit for how much moat msft has. It will take at least ten, possibly twenty years of google and apple stealing market share, a death by a thousand cuts, for msft to have its ratings cut multiple times and it's breakup or sellout rumored.