IN GENERAL: I'm very disappointed in Serkan Toto, he makes a lot of sense most of the times and made some interesting predictions towards NX, but saying mobile will make or break the company is ludicrous beyond belief and stinks of "this will be Nintendo's Dreamcast". Which it won't...

The other two analysts are also using magic 8-ball prophecies, but then again what did I expect? Pachter or not, in general, analysts are sometimes right but more often than not they use a lot of fuzzy terms that can easily be taken out of context to fit anyone's truth when the things they analyzed have finally happened in order to produce that wonderful "I told you so" feeling. Much like reading a horoscope...

@SanderEvers Some smart comments, but it may not be as straightforward as that: Sony still hasn't done an awful lot with Gaikai, the cloud gaming company they bought, and from several reports and rumors, it sounds like they are moving towards a form of Roku box much like PS TV, streaming all their games and there being no more need for, as you already said, a real console.

And Microsoft or rather Xbox may disappear altogether as quite a few important shareholders have been progressively vocal since Steve Balmer's resignation about abandoning the Xbox department altogether, and it is also pretty obvious that they don't NEED the gaming department as much as Sony does to make a lot of money. (and contrary to popular belief fueled by the success of the PS4, gaming also isn't responsible for Sony's biggest income; that's movies, music and insurances)

So yeah, @Aozz Microsoft and Sony may well disappear from gaming or make a streaming box instead of a full blown console. Subscriptions can easily take care of the profits they need to make from that. Nintendo can't do that as easily, seeing as making consoles and handhelds is its core business, so going the same route wouldn't be useful or good to them.

@Savino Well, then I think you need to think about it some more. NX is NOT going to be a mobile device that can be used as a console. Iwata has clearly stated several times that NX is a dedicated game system/platform and will possess an architecture that can be shared across other systems to make both the console and handheld systems act like brothers, meaning they will be able to run the same system software in some shape or form, making development of games significantly easier.

@PlywoodStick The mobile games actually WILL be used as a form of bait: Iwata, Reggie and also the CEO of DeNA have said as much. They will be high quality teasers with a message to give people a taste of Nintendo and lure them to Nintendo's consoles and handhelds to get the full blown experience. They are not meant to create another market for Nintendo. (yet another reason why these analysts are completely off their rocker)

@rjejr Well, call me someone... It is actually pretty well documented in several articles (there was even one here on NLife) that the games will be made by DeNA, with just a small skeleton crew of overseers from Nintendo directing some parts, but other than that, development of the mobile games will have next to no impact on Nintendo's core business and their own work on the NX platform/architecture.

@erv An analyst without vision IS a bad analyst. Don't confuse yourself...