Thursday, 23 February 2012

Smart TVs, Smartphones and Tablets are In - PCs, Consoles and Handhelds are Out

Smart TVs, smartphones and tablets, not PCs, consoles and handhelds.

Not long ago gaming meant PCs, consoles and handhelds. Now it means Smart TVs, smartphones, and tablets. That's just the way it goes.

I admit there will be room for Nintendo's handhelds, at least for some time. But I don't think there is room for much else in the way of the older approaches. Part of this is because the new approaches are really one approach. They are just screens of various sizes and they won't need much in the way of processing and storage capability. This brings down their cost as it improves their quality and reliability.   

Some people have made long term illiquid investments in the old technology and if the market gets wind of how things are about to go they stand to lose a lot of money so there is a PR effort on right now to make the old stuff look like it's got more life in it than it does and to make the new companies and new approaches like OnLive look weaker and more tentative than they are. This is about people who made bad bets trying to mitigate their damage by offloading their mistakes onto others as they try to divest and ride it out.

This deception effort is actually bad for new investors and bad for the capital costs of new firms that need infusions or start-up money. Right now you have media outlets and sponsored sites doing this thing where they show side by side video, but you have to seriously question those types of things. You also have them being selectively accurate with numbers and understating potential while overstating risks. They need to be called out on this.

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