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I think this is being taken a bit out of contexto.

He's talking about how Switch can hinder Sony in relation to exceeding fiscal objectives - and more specifically, during the Holidays -, not on the long run.


But on the long run, i honestly don't see why Sony should worry a whole lot.
They have everything going for them: image/perception; games, publishers.
If Sony could outmoney MS, Nintendo's not really a problema (specially western developers).