Sitting there watching the presser, as a multi-console owner/player (360/PS3/PC) and nearly 7-year Gold member and a 7.5 year Xbox user, I was struck by a few things:
1. The conference was clearly not for us, the core gamers. A couple years ago, this would have bothered me immensely, the way most of us reacted when it seemed perhaps Nintendo forgot about us. But we are 5 years into the generation, and the core gamers have largely made their choice by now. When the catalog sizes are as big as they are now, with the vast majority of games being multi-platform, nothing they could show today would move the core audience worldwide one way or another.
The goal now, for all the companies, needs to be to expand the audience, and it that respect, Microsoft is following a sound strategy. If this were a new launch cycle, the conference would be an F-. At this point in the cycle, I'd say it's a solid B.
Remember that Gears 3 + Halo Reach + Fable III by themselves is likely 15-20 million exclusive software sales coming their way in the 7 months from September to April.
2. As a single, childless gamer in his 30's, Kinect does almost nothing for me. (I do like the video chat/fun-with menus stuff.) But as I sat there watching, I knew full well that if I were in the 5-14 age range, I would have been ALL OVER those games. If they would have had that Star Wars experience when I was 8, I might've died. And I'm going to be totally honest. I want to play with that tiger even now and see what my real cat has to say about it. My little nieces are going to absolutely beg for that dancing game (which I will likely get for them for Xmas with a Kinect, since they have a box already).
If I were buying a game for my kids, I would love to have them running around in front of the TV. The Wii has been successful along those lines when it launched.
If I were a parent looking to buy a console, the 360 has now been positioned to be the best option for the whole family. I know I sound like douchebag Don Mattrick here, but it's true. I can play COD and Gears when the kids go to bed and finish playing the river rafting game. Wife-y can do yoga in a very interesting way (with DLC, to be sure, versus new Wii Fit/EA Active editions every year or two).
If I were just joining gaming now, for me, alone, I'd likely buy a PS3. But as I said - - 5 years in, those people have made their choices or are going to buy what their friends have to play along.
3. The mainstream press is eating it up, even as the gaming press wrinkles its collective noses. My 66-year old mom saw a guy gushing about it on the Chicago-area morning news and was impressed enough that she called me to talk about it. (This from a woman using AOL dial-up and who can't use on-demand programming on her cable box.)
WHY they are in trouble.
4. On the flipside, the 360 is doing everything pretty well and arguable nothing exceptionally, with the exception of Live. It could still face marketing issues overcoming the shooterbox/hardcore branding they established early on, especially with the happy bunny Wii feelings out there. And on the flipside, it's not the new hotness of the hardcore the way the PS3 is.
5. PRICE>>>> my kid cries out for the fun Kinect stuff. If I am starting from scratch with no console, $299 + $149 plus games is a lot for what the Wii is doing, albeit, I'd argue, less successfully at this point.
6. If we add #1 and #4 together, they can be contradictory and pose difficulties. 360 needs to rebrand to expand the market and grab a share of the new gamers that Wii has mostly captured. Yet it may be too late for them to really make a dent - - and to do so in a way that doesn't alienate the base. They need the Live money from memberships and DLC to keep rolling in, and they need to keep the core interested along the way for three more years until the launch of Xbox 3.
7. The people doing some of the tastemaking - - the gaming press and we gaming fanboys - are going to make fun of the programmer guy dancing and Kudo's shoes and the like, instead of getting positive buzz word-of-mouth that comes out of these shows often. Kinect is going to start having to prove itself beyond what we saw today.
I think it's an interesting and somewhat necessary gamble here on MS' part. But it is a gamble, indeed.








