I say they are a part of it, and going forwards, will be a considerable part of it, just like it was with PS2.
There's no evidence of that. Glowing reviews on IGN and buzz on neogaf do not translate into a game being a key momentum-driver. Those little niche games that hardly anyone really cares about help keep the momentum from petering out, but they're not the foundation.
They've already built up the hardcore installer base. 3rd party will keep them happy, and Sony+MS can turn their resources to cultivating the softcore market. So they don't have to abandon anything.
You can't take current customers for granted in the entertainment industry. There's no guarantee that your current customers will buy your next console--ask Nintendo and Sega about that! There's not even a guarantee they'll keep playing video games. Do you think that if Sony had launched the $600 ueber-graphics PS3 with a wand peripheral, they would have sold 60 million units by now? I don't. I don't think you really understand why anyone's buying Wii, and why Sony can't just mimic Nintendo without sacrificing something. Wait a minute, didn't PS3 launch with a motion controller? How'd that work out for them again?
1. The PS relationship with third parties depends on it being a generic "platform" they can easily port games to or from--basically a casualized PC. It depends on them not seeing Sony as a major competitor with an unfair advantage in selling its own games. That's the foundation they've built the PS house on. It's why MS was able to take them on--they basically provided a box that's much better at being "gaming PC for casuals." Sony believing its own hubris and releasing a $600 machine didn't hurt, either.
2. Wii's success hinges on its differentiation. Third parties don't jump on a console that's too different from everything else; they need the option of porting to hedge their bets, because a Wii game you can port to PC is, at best, a mediocre Wii game to begin with. That kind of machine has to be driven by first-party software. Nintendo didn't sell Wii as a generic platform for motion-controlled games. They sold it as access to Wii Sports and Wii Fit. It's a huge difference in corporate philosophy, and the number of Sony's internal studios doesn't change that.
3. What satisfies the last-gen customer alienates the expanded market and vice-versa. If you release an ueber-graphics machine with both a ten-button controller and a wand and don't pack in any games, the expanded audience won't buy it. The worst is if you have an incoherent message--then neither kind of customer buys it. But if you make it motion-centric (maybe omit the old-style controller entirely), don't blow so much cash on media functions and silicon, and market the console by centering on its pack-in "for everyone" game, you alienate and piss off the core. That's why I strongly suspect MS will go with a two-console strategy.
Really? I remember seeing a graph of publisher size and Sony were third, I think.
Every time I see a report on software sales, the top three are always EA, Activision, and Ubisoft. Which one is #1 varies. Or you could estimate from this:
http://www.gamasutra.com/php-bin/news_index.php?story=21968
Or if you want to estimate, Last knowledge I had was that roughly 1/3 of sales on Nintendo platforms are Nintendo games, and half of all games sold are on Nintendo platforms. Since neither MS nor Sony do anything close to 1/3 on their platforms, again, Nintendo's the giant there.
Though I agree with this paragraph in general, you haven't put in the possibility of Sony launching new hardware with high-end motion as standard,
Because it would alienate fans accustomed to the dual shock, which is their primary audience, and it wouldn't get the expanded audience, since they don't care about high-end gaming products. They won't do it unless they're completely stupid.
or bundling motion in with PS3.
You mean "Eyetoy II"? I did mention that. Too little, too late. Sony would be at least four years behind in the software race. Monkey-see-monkey-do competition never works as well as the copycats think it will. A peripheral doesn't even rise to the MSMD level.
I'd say the only thing standing in Sony's way is their own ability to completely follow through with all their potential, but that can change.
You never beat the leader at its own game unless it makes major blunders. Ever. Even with the original Playstation, that was a victory built on Nintendo and Sega falling to their own hubris (much like Xbox's victory is built on Sony's own blunders--and even then, it's been Pyrrhic). Sega couldn't decide whether to make a new console or keep plugging stuff into the Genesis, and Nintendo believed publishers would come crawling to them. If you want to see what it looks like when the leader doesn't do anything stupid, look at the handheld space, or look at consoles from 1994-2005.
Your basic theory seems to be that Nintendo can't really satisfy its customers, so if Sony merely mimics the Wii and releases a bunch of MSMD software, the result will be so much better (in those people's eyes) that all those moms playing Wii Fit will buy Playstations. That's like imagining that Sony Online will ever compete directly with Xbox Live. MS is a couple years ahead of the game there and always will be, because by the time Sony catches up to where MS is now, MS will have already moved on. "Like my competitor's product that you've been using for years, but a different brand!" is a terrible marketing line, anyway.
So what do I think Nintendo will actually do? Sustaining improvements. Look for another $250 box in a tiny form factor. I'm predicting backward compatibility, so very possibly a Flipper-like GPU, but with more pixel pipelines and fillrate for HD resolutions, and perhaps a multi-core version of the current CPU. The controller will have sustaining upgrades like an additional button or two, more ergonomic design, and MotionPlus technology. There will be something Wii Fit-like. But don't look for it soon...Wii's potential is nowhere close to being tapped out yet.
Unfortunately for Nintendo, I do think they're about to get stupid. Their whole company seems to be oriented around "user created content" right now, which no one wants. Most gamers want to consume content, not spend time making it. But the expanded audience won't flock to Playstation instead. They'll go back to not gaming again.