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Mr Khan said:
It'll be interesting to see what their approach is here.

I'd say there are three routes that are really optional for them here

1) Beginning to distribute "supporting materials" on mobile stores, a basic approach which will draw no actual revenue from mobile, but trying to use mobile as a more aggressive advertising platform (my bet's on this)
2) Nintendo tablet (middle likelihood)
3) Direct provision of Nintendo software to current mobile platforms (least likely)


Seems to me that number 1 is the one that best fits the Nintendo philosophy, and also poses the least risk in the short term. I think you're on the right idea here.