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Vena said:

I don't see the PS4 lasting long enough to get to 100 million.

With this new "fighting with PCs" gameplan, they will have to plan a hardware upgrade sooner or later. They are already starting to slip on the price-to-performance issue by the most basic midrange of PCs, and this is only going to get worse as new GPUs/CPUs/etc come out and push down the price of older hardware which was comparable or better than anything in the PS4.

When AMD launches the next wave of Athlon budget chips for mad overclocking, and the new wave of GPUs to kick down the price of everything below the R9 280, you've going to be able to build a budget PC <$400 with far better hardware than the PS4. Once that starts happening, Sony will have issues, I think. Especially if the whole "1080p/60FPS" fight continues to run into delays or "cannot get it".

This is overestimating the size of the gaming PC market. Yes, the overall market is by far the largest, but the number of gaming PCs that are custom built remains a minority share of the overall PC gaming market. It goes without saying that the market for $300 and higher VGA card set ups is equally in the minority.

Even when $100 VGA cards can outperform consoles, you're still looking at the smaller desktop PC market, which while larger than the custom built gaming PC market, is still a shrinking market. 

That said, the PS4 and XBO do seem like they were built, spec-wise, around a 5 year product cycle compared to the 7th gen. This is not to say that either or both won't see continued support and sales well beyond 5 years.