I think it's very possible that Apple could become the casual games industry. I don't think they will have as big of an impact on the hardcore gaming market though.
Given Steve Jobs's disdain for games, it'd be funny if he conquered the market. Mobile is certainly capturing the handheld and casual market. I do wonder if it'll ever do something that overtakes or renders obsolete the console market, though. Maybe if Apple TV opens some new doors and has ludicrous penetration.
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