The Motion Controls War

[BreakABone]

Investor is pretty high on the possibility of MS to sell Kinect
http://blogs.barrons.com/techtraderd...yr-caris-says/

"Microsoft (MSFT) Kinect, the company’s new motion and voice control add-on for the Xbox 360, could generate $2 billion in incremental consumer spending on video games in the first year after launch, with 50%-60% of that going to Microsoft itself, Caris & Co. analyst Sandeep Aggarwal asserts in a research note.

He sees four ways Kinect can help Microsoft:

* “Material” attach rate for 40 million Xbox 360 installed base; he expects 15%-25% of current owners to buy Kinect in the first year. A 15% attach rate at $149 would mean almost $900 million in incremental hardware revenue.
* Higher adoption and market share gain for the console. He figures the company could sell an incremental one million consoles in the first year, or about $300 million in incremental revenue.
* Sale of new software titles.
* Lower attrition and higher gross subscriber growth for Xbox Live."

15-25% of current console owners would be between 6-10 million Kinect units sold in the first year, which is a pretty... well high figure in my estimate.

Also, I was trying to think, but what does everyone think will be the killer app for the PSMove?