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I mean Michael Pachter basically laid it out ... the console industry is not growing, it's selling less hardware than 15 years ago and home console users are becoming older. Younger kids aren't married to the game console, but a lot of the games that have exploding budgets are relying heavily on the old console model ... which means the hardware should be growing to account budgets tripling, quadrupling etc. etc. but that's just not happening.