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Yeah, its long too, I'll summarized it then.

Mr. Malstrom, Grand Theft Auto IV was the Game of the Generation. Yet, it didn’t boost the hardware of Play Station 3 or Xbox 360. Do you think that the hardware boost will be reflected for next month’s NPD? Why did the Game of the Generation fail to move to systems?”

”GTA IV had around five days of sales on this NPD. If it isn’t impacting hardware in the first few days, it is unlikely it ever will. But the better question to ask is not ‘why didn’t GTA IV increase HD hardware sales’, but what if it did and THIS was the result?”

My dear, the values of the Wii are nothing like the values of the Xbox 360 and Play Station 3. The upmarket on the old value system has no future. Such games are now at the tip-top of the tiers. They fully use the brand new television sets, require an obscene amount of money to make the product, and often take many, many years to develop only to have the majority of its sales in seven days or less. It is not sustainable.”

My favorite part:

Consider that Birdman, and the Casual Fallacy was just the ‘prologue’ to disruption. It simply made fun of companies who saw ‘casual games’ instead of ‘disruption’ and briefly mentioned the upstreaming Nintendo would do. Disruptive Storm was just an overview of disruption in general. What’s coming is the exact how of Nintendo’s disruption, the Rosetta Stone to Nintendo’s strategy. It’s the most difficult article I’ve ever worked on and the research has been the most in depth than any other article. People may look at this NPD’s sales numbers and say, ‘Wow’. But where is Nintendo going with all this? You’ll be stunned as I’m still stunned. Nintendo is far more ambitious than Sony ever was this generation.”

”Can you elaborate?”

”The Blue Ocean Strategy and Christensen’s disruption strategy each have their own three tiers which can be a sort of benchmark for the progress of that product. The launch of Wii Fit will mark the beginning of the second tier of the Blue Ocean Strategy which explains why Nintendo is spending a fortune advertising it. We still are not done with the first tier of disruption: the aggressive growth stage. However, I think it will end at E3.”

”Why E3?”

”It is likely a certain console company will make a certain product announcement. Then the counterattack against Nintendo will begin.”

”Mr. Malstrom, can you tell us any other preview for the upcoming content?”

”Let’s see… Nintendo’s online strategy will be examined. Whether Nintendo is shielded against New Market attacks from Sony and Microsoft will be closely looked at. The special ‘weapon’ Nintendo is using to disrupt Microsoft and Sony will be revealed. Blue Ocean Strategy and disruption, so far spoken as separate strategies, will be shown how they interlock into one, and that both are the shoes on Nintendo’s feet. How brands work and why Play Station brand shattered almost suddenly will be explained. The article will show the collapse of the Hardcore World which, I thought I’d get an email box full of hate, but after this month’s NPD the hardcore themselves think they are doomed! We will also have an idea how all these analysts ‘erred’ this generation. And, once and for all, the ‘casual games’ meme will be destroyed for good.”

I'll edit it to bold the important parts






end of core gaming days prediction:

 

E3 2006-The beginning of the end. Wii introduced

 

E3 2008- Armageddon. Wii motion plus introduced. Wii Music. Reggie says Animal crossing was a core game. Massive disappointment. many Wii core gamers selling their Wii.

 

E3 2010- Tape runs out

http://www.fivedoves.com/letters/march2009/ICG_Tape_runs_out.jpg