Online, motion control and 3D are the "three pillars of growth" that will stand out at this year's E3, says Lazard Capital Markets Colin Sebastian -- who says that software showings might actually turn out to steal the show.
With the industry buckled in for an uncommonly long hardware cycle, it's iteration, not overhaul that's the theme. In that respect, Nintendo hardware looks to have the least life ahead of it, and according to the analyst that's drawn some doubters.
Expect a "Wii refresh" by 2011, he says, but for now, Nintendo's big "wow factor" at the show will be the 3DS. But with a launch months away, "we believe the company’s fortunes this year will depend more on new first party software in the pipeline, such as Zelda and Metroid," says the analyst.