A comment from Microsoft on why you should be afraid when they enter your market. The reason is exactly the following, no matter what your market is, no matter who you are. Microsoft *gets* this, and you almost certainly do not.
I think the thing that holds them back is it's not in their DNA. Sony is a hardware company and Nintendo is an intellectual property company and we're the software platform company. It is in our DNA, and it is an essential part of our strategy. I think it will fuel incredible category growth and benefit our partners a great deal.