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Forums - Nintendo - The Malstrom thread

@Alby:

1) Sony's move controller is exactly what Christensen means with least effective + bad execution! The Move controller IS a direct copy of the Wii remote. It has the main unit, almost the same buttons, a nunchuk, the pointer, everything. That's like saying Microsoft didn't copy Apple when it came to user interface because their computer mouse features right-click! It IS a direct copy. If Sony had added something new, something that would enhance on the whole concept you'd have a point. But this is exactly what Christensen meant with copying. He is looking at this from a consumer point of view. To 99% of the consumers Move will look exactly like the Wii remote. Imagine someone inventing a new type of car and someone else copies it, paints it black and puts the engine at a different place and then says "no we didn't copy! Look it has the engine on the left side! And we added this thing nobody needs!"

To die-hard gamers like us there might be a difference but to the average consumer there isn't. My TV remote also has a different button shape than yours but both are the same. Oh and adding that color-ball doesn't change this

Also, when Christensen says "bad execution" he means that the incumbant didn't understand the values of the disruptor which again is exactly what happens here. Sony thinks people will "upgrade" to the PS3 motion because it is "better". They don't understand what makes the product "better" to consumers so this is exactly what Christensen calls a bad execution.

Oh and Natal is not disruptive! Nintendo is disruptive but Microsoft is only trying to counter-act this so this is not a disruption. Natal would be disruptive if it offered something completely new, with a different business model, etc. But Microsoft is only adapting to Nintendo's rules.

2) Even if it is only 30$ that doesn't matter. What makes the Wii "good" for consumers is the software. The only thing Move will offer will be clones of Wii games (why should people "update" to play the same games? That doesn't make any sense) and a number of crazy gaming ideas only a fraction of the consumers even care about. That's what always happens when you add something to your console after 3 years. So consumers can either go for the Wii which was built upon motion controls and features dozens of good games or for the PS3 which features a fraction of the games but "in HD" (which doesn't matter at all).

3) True we can't know. But so far it looks like Sony still doesn't understand why people like the Wii (they think people will "upgrade" because of HD! That's enough proof, isn't it? )



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LordTheNightKnight said:
KungKras said:
LordTheNightKnight said:
KungKras said:
JGarret said:
@LordNight

What are some other examples of overshooting in the core market, besides GTA 4?

I'd say "599 US dollars!" is the prime example xD

And Red Ring of Death, to cover both systems.

RRoD doesn't have anything to do with oveshooting though.

Technically the PS3 price doesn't do much, but it shows both companies were having mess up priorities this gen.

Well. Overshooting is about companies making big expensive products for people who want to pay for big expensive product, and since there are no cheap basic products that gets the job done, the customers that want cheap basic products are forced to buy the expensive ones. If the majority of customers only want the cheap basic products, and there are only expensive elaborate products, then overshooting has occurred.

That's why I think the PS3 launch is the prime example.



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KungKras said:
LordTheNightKnight said:
KungKras said:
JGarret said:
@LordNight

What are some other examples of overshooting in the core market, besides GTA 4?

I'd say "599 US dollars!" is the prime example xD

And Red Ring of Death, to cover both systems.

RRoD doesn't have anything to do with oveshooting though.

Argh, you beat me to it.

@JGarret

A classic gaming example would be 3D Mario.  Notice how 2D Mario sells so much better than 3D Mario.  That is because the addition of a third dimension makes things much more complicated.  For a lot of people, 2D Mario is good enough.  They don't want a 3rd dimension.

Also notice how enthusiasts hold the exact opposite view.  They see Mario Galaxy as one of this generations best games, while at the same time think NSMB Wii is not a great game.



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@theRepublic

Interesting..personally I enjoy both 2D and 3D Marios...I grew up with 2D Mario on the NES, was stunned when I saw Mario 64 for the first time, so both have a place in my gaming library...but yeah sales do the talking and they show 2D Mario is still king..which is kinda refreshing...to see some things didn´t really change since the 80s.



JGarret said:
@theRepublic

Interesting..personally I enjoy both 2D and 3D Marios...I grew up with 2D Mario on the NES, was stunned when I saw Mario 64 for the first time, so both have a place in my gaming library...but yeah sales do the talking and they show 2D Mario is still king..which is kinda refreshing...to see some things didn´t really change since the 80s.

I love both, too.

However, when it comes to sales or reviews, the difference in reaction seems pretty clear.



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Now Playing
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PC - Deep Rock Galactic (2020)

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UncleScrooge said:
@Alby:

1) Sony's move controller is exactly what Christensen means with least effective + bad execution! The Move controller IS a direct copy of the Wii remote. It has the main unit, almost the same buttons, a nunchuk, the pointer, everything. That's like saying Microsoft didn't copy Apple when it came to user interface because their computer mouse features right-click! It IS a direct copy. If Sony had added something new, something that would enhance on the whole concept you'd have a point. But this is exactly what Christensen meant with copying. He is looking at this from a consumer point of view. To 99% of the consumers Move will look exactly like the Wii remote. Imagine someone inventing a new type of car and someone else copies it, paints it black and puts the engine at a different place and then says "no we didn't copy! Look it has the engine on the left side! And we added this thing nobody needs!"

To die-hard gamers like us there might be a difference but to the average consumer there isn't. My TV remote also has a different button shape than yours but both are the same. Oh and adding that color-ball doesn't change this

Also, when Christensen says "bad execution" he means that the incumbant didn't understand the values of the disruptor which again is exactly what happens here. Sony thinks people will "upgrade" to the PS3 motion because it is "better". They don't understand what makes the product "better" to consumers so this is exactly what Christensen calls a bad execution.

Oh and Natal is not disruptive! Nintendo is disruptive but Microsoft is only trying to counter-act this so this is not a disruption. Natal would be disruptive if it offered something completely new, with a different business model, etc. But Microsoft is only adapting to Nintendo's rules.

2) Even if it is only 30$ that doesn't matter. What makes the Wii "good" for consumers is the software. The only thing Move will offer will be clones of Wii games (why should people "update" to play the same games? That doesn't make any sense) and a number of crazy gaming ideas only a fraction of the consumers even care about. That's what always happens when you add something to your console after 3 years. So consumers can either go for the Wii which was built upon motion controls and features dozens of good games or for the PS3 which features a fraction of the games but "in HD" (which doesn't matter at all).

3) True we can't know. But so far it looks like Sony still doesn't understand why people like the Wii (they think people will "upgrade" because of HD! That's enough proof, isn't it? )

1) You are bashing Move too harshly. If Move allows to make different things in different way compared to a WiiMote without WM+, and its biggest games will be different enough from Wii's biggest games, people will notice a difference. Anyhow, unless something new we don't know emerges, it's not disruptive but evolutive, I agree, so, if good enough, it should at most buy time for Sony. The worst option described by Christensen, instead, would be a mere copy, badly done, neither disruptive nor evolutive, and unconvincingly stuck to the old product.  About Natal, I wrote about disruptive "potential", it's a good objection that MS could not have the capabilities (or the will to undertake the necessary changes) to exploit it, but the potential is there.

2) I always agreed that coming too late, even in the best case for Sony, Move's effects for PS3 will be quite limited. They can be what Christensen calls "buying time". This is the same reason why even Natal, despite its disruptive potential, will give at most a limited benefit to XB360. A true disruptive strategy will be possible for Sony and MS only starting from next gen, including and carefully integrating it in PS4 and XB720 since the beginning, since their project. Let's just think about it: "PS3 (or PS4)! Now with OPTIONAL disruption"! It sounds quite ridiculous. 

3) We can have the "impression" Sony could mess things up again, based on previous records, but impressions and certainties aren't the same thing. If we want to give our impressions, I have also the impression that a possible Apple console wouldn't be as successful as iPod and iPhone, considering Apple never was a gaming giant, not even when the Mac should have had a great theoretic advantage on the primitive DOS, and let 's forget about Nokia, considering the N-Gage precedent, the engineer of the first version that thought it was a good idea to have to remove cover and battery to insert a game should be fed to red ants, and the execs that approved the project too.

About the business model you cited: Nintendo clearly showed that its business model offers a lot of advantages, this is undeniable, and Sony and MS models make costs go out of control, this is undeniable too and they must work on it.

Anyhow, at E3 2010 we'll be able to get the first significant previews and reactions, and next Autumn the real stuff will be released so we won't have to wait too much.



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TGS, Third Grade Shooter: brand new genre invented by Kevin Butler exclusively for Natal WiiToo Kinect. PEW! PEW-PEW-PEW! 
 


UncleScrooge said:
JGarret said:
@UncleScrooge

You say it´s crucial not only to Sony but Nintendo as well...what happens if Nintendo isn´t able to convert the core market to their values?

In that case Nintendo would be stuck with their current "core" market (the expanded market of the DS) and Sony would've succesfully stopped Nintendo's disruption as Nintendo wouldn't be able to move to higher market segments anymore.

I think the biggest threat for Nintendo at this point is that the industry still doesn't embrace their efforts. As I said in my last post Nintendo always has to be 100% on top of their game to make sure their consoles stay on top of the sales charts because there are no 3rd parties to rely on.

Additionally the 3DS probably won't be able to cause as much excitement among the customers that already own a DS. Some of them could get bored or stop buying Nintendo's products (just like the current core market is bleeding out), Sony or Microsoft (or Apple?) could try to cater to the same market and make Nintendo fight over a "red ocean" (again, silly business terms...). Basically Nintendo would become vulnerable. But I'm not too much of an expert here to be honest I've never followed a disruption in which this happened myself.

But with Koller's comment in mind I don't think Sony is ready to fight for their market yet. So I'd put my money on Nintendo. IF this is their strategy and IF Nintendo is able to convert Sony's core market Nintendo will own both the expanded market and a big junk of the converted core market (and thus will either gain major 3rd party support) while Sony will be left with only a (big? small?) part of the core market.

I think Christensen also says these "wars" tend to end in a very rapid, very unexpected way. If the 3DS is a hit among Sony's core market that would be the definition of an abrupt end, wouldn't it?

But again we don't know much so far so I can only speculate. We'll know more at E3.

To comment, the success of Nintendo's efforts is going to be their software. Nintendo has proven, time and time again, that software is the main driving force in the videogame market. Think about New Super Mario Bros Wii, for instance. It doesn't use the features of the Wii outside of shaking the remote, but the game is very successful on the Wii and is having a massive impact on sales. The Wii Remote, much like the touch screen, is really just the tool to making great software. A big problem with third parties is they don;t see the need to make fun software, just to make good Wii Remote games. The success of the 3DS is going to be their games.

Nintendo's trip upmarket is going to depend on their software offerings. Zelda Wii is huge becuase it is software that is for higher tier games. Most current games may not want to get fit or relax or play sports. They may just want a good action game. So this is where Zelda comes in. It's also going to be that the Wii Remote is getting better. The Wii Remote is not "good enough" yet. This is what is going to hold the high tier markets from the Wii. This is why Zelda is so crucial, because it will make the Wii in a lot of these gamers minds. Sony's biggest mistake, I think, was not readying a counter to Zelda Wii.

You're very knowledgable UncleScrooge. Welcome to the forums.



Email: How is the 3DS disruptive?


He says you have contradicted yourself by saying months ago that 3DTVs displays aren’t going to change anything in gaming and added that you quoted Sony was “still pursuing sustaining innovations” by doing that and now you say Nintendo 3DS is disruptive and a good thing for Nintendo.

But I suspect (if I have understood it right) that what you defend is the idea that 3D reality displays won’t change anything on graphics and images, and on things people can’t “touch”. Am I right?

Will the N3DS be good because these 3D effects on the screens could change the gameplay and how people will interact with the games? Was that what you meant?


What the emailer is referring to is some nonsense one of my parody websites have put forth. My website has been so influential and successful that viral marketers keep targeting it (or me, specifically), and parody websites have sprung up around this site. Just as Miyamoto considers the ‘Move’ and ‘Natal’ to be honoring him, I, too, consider these parody sites and viral marketers being stirred crazy over something posted here to also be an honor. I wish I could share with you the joy I get when I tweak these people.

Sony 3DTV is, for the most part, doomed because it is overshooting consumer’s needs. Are consumers really anxious to go buy new television sets so they can wear glasses in their living room? Do people want to play games by wearing glasses? I do not think so.

When a company begins overshooting the consumers, an opportunity for disruption presents itself. Nintendo is seeing this window and is rushing to drive a big damn truck through it.

The failure of the PS3 was that it was overshooting the market. Who wants a $500-$600 machine? Who wants all these contraptions the PS3 came with? Sony has fared better as it got the price down (which has been at tremendous expense for the company… ouch). But still, the PS3 only loses every month. It has lost this generation.

3DTV isn’t going to do anything for gaming for same reason that high definition didn’t do anything for gaming. It is overshooting the market. No one is getting in front of their consoles and saying, “Man, I need 3d output from this TV. I need to wear funky glasses.”

Nintendo is aggressively trying to destroy Sony as a company. I hope I never have Nintendo on my bad side as their ferociousness scares me. It is clear to me that Nintendo is not just seeking to ‘win’ in a generation but to utterly wipe out Sony.

All of Nintendo’s moves have been aligned against Sony. For example, the Wii was launched right when the PS3 was. This was not a coincidence. Wii was in sales decline for almost the entire year of 2009 until a price cut came out. Why did a price cut come out? Note how it came after the PS3 began to rocket up. And the price cut was announced right in the middle of Sony’s TGS conference.

Lately, Sony has been placing all their eggs into the ‘OMG 3d movement’ basket. However, the need for new 3d TV sets (in some ways) to using glasses (in other ways) is overshooting the market. Not everyone has even transitioned to HD yet and now they want us all to adopt yet another definition of output? “Haha” will be the consumer response of the masses.

Nintendo is threatening to upset Sony’s 3d movement basket and spill its eggs all over the lawn. The viral marketers are already basket-cases since the 3DS announcement.

Ask yourself, “If you wanted to destroy Sony, what business decision would you do?” Nintendo’s 3DS could be very fatal to Sony. Consider Japan where handhelds are dominant and not home consoles. Whoever gets the handheld 3d there will likely get the crown of 3d. I expect 3DS to have other functionality too including movie playback. I think Nintendo wants to pull the floor from underneath Sony.

Looking around on the Internet, I see many people hilariously thinking 3DS is some sort of ‘response’ to Apple or, even more laughable, the iPad. The reason why people are saying this is because they are tech eggheads, not business eggheads (although they think they are business eggheads).

The relationship of Apple’s gadgets to the DS and Gameboy is the same exact relationship of the PC to the Wii and other game consoles. In other words, they are not competitors. The Apple gadgets are mobile PCs. They have an entirely different business structure and philosophy concerning games. The central difference is that while the PC can play games, PCs are not designed entirely to play games. However, a game console’s purpose for being is to play games. The game console is molded and crafted specifically to create a gaming experience.

Nintendo already did respond to the smartphone games with DSware. The reason why there was no Virtual Gameboy to the DSware was because the strategy was to not allow the smartphones or other devices to seize the low end of the gaming market. Nintendo did not want other devices to get ‘lower’ than they were in gaming. Nintendo was closing the windows on any such possible disruptions by making sure the DS wasn’t overshooting any customers. This is why there has been a rush on all game systems toward the low end (as opposed to the high end as has characterized much of gaming’s history). Remember, we are in the Era of Disruption, not the Era of Console War any longer.

Disruption is not about a product disrupting another product. It is companies disrupting other companies. That parody clown, naturally, doesn’t understand this because he doesn’t want to understand it. His desire is only to bring me down, not to educate, not to have fun in life, not to sit here and think of all we can learn about business and gaming. It is a sad life. And it will likely have a sad end. But at least there is symmetry.

The target for Nintendo is Sony. 3DS is one of the means Nintendo will go after Sony. There are likely more awaiting to come out soon.

Keep in mind that all changes in console gaming always occurred on the low end first. This could also be why the least impressive hardware of a console has the best sales.

NES changed gaming because it found success on the low end where game centric computers overshot the market.

PlayStation changed gaming because it was bringing many PC games into the dumbed down shell of the game console. This migration of PC games into the game console enraged Microsoft to the point where they made their own console in the generation afterward.

Wii changed gaming because, of course, it was hitting the low end.

I can go on, but you should get the point. Nintendo may possibly be the 3d output pioneer for gaming since it is doing it on the low end. Sony is too stuck on the top end because they want to sell more TVs and have their Blu-Ray be worth something. This is another classic example of Nintendo turning Sony’s strengths against them.

I have greatly underestimated how badly Nintendo wants to destroy Sony. This is fine and dandy with me. I desire the destruction of the ‘Game Industry’. And a major axis that the ‘Game Industry’ revolves around is still Sony. Destroying Sony would be fitting into my desire to further weaken and decimate the ‘Industry’.

Gaming was so much more fun and magical before the existence of the ‘Industry’. Come to think of it, gaming really began to go on a downhill slide after the 16-bit generation when Sony entered the stage. And the more Sony is in decline, the more and more fun games are becoming again.



"Gaming was so much more fun and magical before the existence of the ‘Industry’. Come to think of it, gaming really began to go on a downhill slide after the 16-bit generation when Sony entered the stage. And the more Sony is in decline, the more and more fun games are becoming again."

He sure got that part right.



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KungKras said:
"Gaming was so much more fun and magical before the existence of the ‘Industry’. Come to think of it, gaming really began to go on a downhill slide after the 16-bit generation when Sony entered the stage. And the more Sony is in decline, the more and more fun games are becoming again."

He sure got that part right.

I bet he even phrased it just to weed out those claiming he hates Sony instead of just him hating their approach to gaming.



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