This reminds me exactly of the mentality around both BlackBerry (RIM) and to a greater extent, Nokia in the past several years. Someone would say something about how these guys are dropping the ball and the writing seems on the wall for a major disruption to their position in the market, and the response would be along the lines of: YOU’RE A MORON, HAVE YOU SEEN NOKIA’S MARKET SHARE COMPARED TO APPLE’S??? THEY’RE DOING JUST FINE!
The problem Nintendo faces, just as Nokia and BlackBerry before them, is that while they’re in a precarious position with the market shifting right now, it’s only going to get worse as that shift accelerates.
I’m not saying that Nintendo is going to go out of business anytime soon, I’m saying that they will face some very tough choices sooner than you seem to imagine. At that point, someone — be it new leadership or a buyer — will come in and see the untapped value just sitting on the table with Nintendo’s game IP. I’m not saying that’s necessarily the right thing to do. I’m just saying it will happen. The wheels are already in motion.
The road to hell is paved with good intentions. Please switch to another road.