I think projects like OnLive , that allow you to play almost all titles without downloads or install through micro-console or computer, could make a fortune in China (after they conquer North America), once local infrastructure is ready to support broadband gaming.
This could also force existing players like Microsoft Xbox, Sony Playstation and Nintendo Wii to re-think their current strategies and possibly adapt existing hardware to support services like OnLive, so they could manage their market share.
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