Sony and Microsoft have launched their gladiator proxies in the forms of Xbox and PS4. Sales since launch seem to be even on a global basis. Brand loyalty is strong. No signs of any major defections. The product narratives are holding.
Consider this. Race fans will recognize the set up. Two strong horses running neck and neck fighting for every inch. The adrenaline surges, surges and then surges some more. One cannot let the other get ahead or its all over.
Usually the two horses cannot pace themselves and a third stalking horse comes out of nowhere, sweeps around in the last turn and makes a mad dash for the finish line leaving the two favourites eating dust.
The two are playing the same game. Corporate thinking is so us vs. them who really understand the landscape.
Possible disruptors could be Apple. The iPhone and iPad were pretty good. The app store has wide distribution. Google is just desperate the make Android work. The Chinese would love to take a run at this as well.
So sit back and watch the race. The harder the more likely they will fail.
George Gutowski writes from a caveat emptor perspective.