I'm aware this is a... controversial position, but I think I can support it with logic, if not with empirical data.
I think Home will represent a fundamental shift in the platform's philosophy; somethin akin to Blu-Ray, it won't create some giant bump in the system's sales when it is released, but rather effect the system's outcome throughout the lifespan (although obviously some may argue Blu Ray may have hurt the PS3 more than it helped because of the price it added on, you see my point).
Actually, the perfect parallel would be Xbox Live, which is obviously what Home most readily imitates. And the parallel isn't lost on developers, and some have even commented on the comparison, including Mark Rein:
http://www.qj.net/Mark-Rein-Home-integration-in-UT3/pg/49/aid/108608
I think we can all agree that Xbox Live has sold some systems; not in the direct, huge-bump-the-month-it-was-released sort of way, in the vein of Halo 3, but in a gradual manner that's difficult to prove or disprove. Let's say, as a simple example, that Xbox Live sells 1000 people a month on the system that wouldn't have otherwise bought it; over the course of the system's lifespan, that's hundreds of thousands of people, amazingly enough. And that's about the sort of effect I expect Home to have as it is gradually implemented.
I'm personally very interested to see what creative possibilities Sony has in mind, because I think it could ultimately far outstrip a simple menu system for competitive achievements and media distribution.
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