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Both as they are intertwined. However, even without Nintendo it's slowly contracting. And without Nintendo's handhelds would be considered completely dead.

It's long been my opinion that tablets pose the greatest danger to Nintendo - stealing the casual market - but will slowly eat into Ms/Sony's market to. Which is why I was sooooo disappointed with Nintendo's focus on the gamepad. You can't get someone off a tablet with a gamepad. Not going to happen. Completely wrong response by Nintendo. They needed to go in the exact opposite direction or make a full-out Android tablet/gamepad.