Sony has been second tier in a lot of ways for a long time. The fact that they have managed to execute properly for the first time in a while with the PS3 for the last 18-24 months and with regard to getting the PS4 doesn't mean they are safe at all.
Microsoft is in the same boat. Their Xbox, phone and search divisions bleed money that is covered by PC Window sales and Microsoft Office sales but all it takes is for the gravy train to stop or slow and suddenly those loses and the decisions that support them, become untenable.
All of tech is in a pretty bad bubble right now and there is going to be a lot of companies bleeding when the tech bubble pops. Sony and Microsoft could both be hurting because the bubble popping will, in effect, show a lot of money was being spent to chase some future profits that now don't exist.
Sony slashed their profit forecast this year by 40% already.
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