Tuesday, January 3, 2006

Victory in hand

Robin has a nifty cartoon and a pointer to an article about Nintendo's DS and it's continued leadership in handheld over Sony's PSP.

While it's too early to declare the handheld war over (indeed, there may be two winners possible), it's certainly not the Sony-dominant picture many forecasted over the past couple years.

The most amusing part is that Nintendo, despite having done some innovative things with the DS platform, is winning more or less with the same formula they used to kick GameGear's butt a decade ago: Have a lower ASP + focus on content.

The games are what everybody's talking about, but you have to think the ASP is a big factor for handheld too.

And they haven't even hit $99 yet. That should show a huge spike in unit sales. Maybe in the spring?

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