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I think it's easy to understand. There is a marketshift towards apps. Most core gamers have the hdtwins and are waiting for the nextgen. The casual gamer who bought the wii, psp or ds isn't interested in gaming anymore because they have a tablet/ smartphone to game on. But casuals aren't that important for a core gaming console. So the nextbox/ ps 4 should do allright if they are aimed a tthe core market.