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There's still a fairly sizable market for home consoles over time, but I think it's a shrinking market from last gen.

Even the PS4 is going to start to track way below the PS2 soon.

I'm starting to openly wonder if MS is going to have a big come back either, we could be coming to a point where the industry basically is just big enough for one big console manufacturer, one relatively weak-ish no.2, and next to nothing for no.3.

I also think software sales are going to decline as people buy fewer games (the Hollywood model).