But why would you single out Nintendo as the company that would go down vs the others.
Because it has a touch screen? That's a very superficial comparison.
Let's say for the sake of argument that Apple completely corners the market on small touch games.
That still leaves Nintendo with the ability to put all the other types of games on the system that the Ipad currently just isn't capable of matching. The same types of games that PS360 do.
So at that point of comparison, if Apple ends of being a competitor with those types of large AAA games, the others are just as much at risk.
Edit: With the inclusion of a tablet controller ,Nintendo is in fact better positioned to compete with Ipad than the others who currently have nothing of the sort.
Having some for of competition is better than none at all.
Why? Well because MS and SONY has the hardcore end covered. Nintendo's strategy is the casual gamer so they'll be impacted more. MS and SONY will still live even if they cater to only the hardcore gamers. Nintendo can't because they don't have the highend hardware nor do they have the mindshare. They don't have a robust online gaming infrastructure. They'll be a 3rd console trying to grab the same customers that MS and SONY already have locked down.