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You can talk about technology all you want, but it's leadership that counts.

Nintendo has Miyamoto and Iwata. Apple has Steve Jobs, but I don't really know if he has the wherewithal to build a software publishing company from scratch to rival Nintendo.

I really don't see anyone right now with the kind of leadership necessary to topple Nintendo right now. Maybe if Miyamoto retires, who knows.

I think someone new and not tainted by the game industry can make some inroads. I think there is just too much group think in the current leaders, so this person is probably going to have come from another business and be a ball buster.