*sigh* Anyone who's matured past puberty in the last 10 or so years will know this is how it usually goes. New system released just before Christmas. System sells very well over the holidays. After holidays, sales cliff drop. Exclusive blockbuster title released the following summer. Sales pick up. Devs begin to learn system. 3rd party makes or breaks the system....blah blah blah. Seen this episode already.
The 'unwritten' story here is that the industry does not actually know where to go right now. Is it the latest tech/hardware? Maybe, but the Wii's success proved otherwise. Is it the form factor? Cant tell 'cuz people game on portables, phones, PC's and consoles. Is it game development? Could be, but a hot indie app can sell as well as a multi-million dollar studio title.
Right now there is a lot of uncertainty, so Sony's strategy seems to be diversity (Vita, PS3, Xperia play, Move, PSN, Indie SDK, etc) as they can definitely afford it. Time will only tell if it is better for them to do one thing very well or do many things...not so well.