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I'm starting to think there isn't going to be (immediately) a pocket/handheld traditional type of NX. They seem to be doubling down on the 3DS to cover that lower cost/portable section of the market.

I think the intial NX itself will be portable but not a traditional handheld form factor (a mobile console). It was interesting the other day, Kimishima specifically referred to the Wii U as a "stationary console", a term they don't use often if at all ... maybe NX is then "non-stationary"?