I seriously doubt the Ouya is going to offer any sort of competition to anybody, the market for playing smartphone and tablet games on your TV from the OS that is not leading in the smartphone and tablet games department seems very small. If this device had the iOS library, maybe this would make more sense, but I still think the market for playing quality smartphone and tablet games on your TV is pretty small.
If anything is going to happen to Nintendo, they'll stop making living room boxes and just do handhelds from now on. Maybe if things really go sour they'll only release them in Japan where they sell like crazy anyway.
If anything happens to Sony, it will be a result of the rest of the company going down, not their games division. They beat Microsoft everywhere but North America during this gen despite the lackluster first two years after launch and worse online features and they currently seem to be interested in getting things back to the way they were during the PS2 era. Even if all of the features of the new console don't exactly pan out or nobody wants to use them, the new platform seems to be both powerful and easy to develop for.
If Microsoft's going to be the one to leave, it will be because all of the rumors we've heard about the new Xbox requiring an always on internet connection and blocking used games are true. If people just aren't willing to connect their consoles to the internet, they lose something like 40% of current owners right off the bat. If on top of that the console doesn't play used games, GameStop wouldn't stock it or the games and it would basically be suicide. Even if it just means that every single game requires a $10 "used game pass" payable directly to Microsoft I still think they'd crash and burn based on how much GameStop would hate them. I seriously doubt Microsoft is going to go so hard in that direction though, I can't believe they wouldn't realize what kind of shit they'd put themselves in if they blocked used games.
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