Finally, after a long time, he is back with another blogpost in the style of the older disruption articles (as opposed to his random rants).
It explains how Nintendo is doing the upstreaming.
http://seanmalstrom.wordpress.com/2009/07/21/why-no-discussion-about-overshooting/
"There was someone, responding to my painting a picture of inevitable Core Market melt-down, who said that I had to do this in order to ‘defend’ Nintendo’s strategy. Actually, Core Melt-down is an essential part of disruption. The melt-down is in the overshooting."
"Going upmarket is not a process that will complete itself this console cycle. It could take a decade."
"People are citing Madworld or Conduit as examples of Wii moving ‘upmarket’. Motion controls in games with core values are not what upmarket is about. In both Madworld and Conduit, the Wii-mote provided a more sustaining innovation to these games, not a disruptive one. Conduit’s controls were better than dual analog. But the game did not share any of the expanded market values."
"Sports is an example where Nintendo moved upmarket to get those core gamers onto their system. The gaming press has not noticed this because they don’t even consider sports games to be ‘hardcore’ but ‘casual’. But, no, sports games have been Core Games for quite a while. Playing golf with Motion Plus motion controls is far more appealing to the mass market than playing golf in high definition. While Wii Sports was the ‘low tier’ of that, Motion Plus is a definite move upmarket to those more demanding golf consumers."
"The big question about motion controls is not whether or not there will be better motion controls. There will. The big question about motion controls is when will they begin overshooting the customers. Remember, the bedrock principle of disruption is that products improve faster than customers can absorb. Motion Plus might already be beginning to overshoot the customer needs. If this is true, Sony and Microsoft are in big trouble."