If Nintendo is not going live until at least the end of 2012, they are likely still in the planning stage. The difference between theory and reality is much greater in reality. At least they have a good model to copy.
HTC must be hoping Apple will announce many new products so HTC can look good in the quarter before the new Apple products are released.
I would like to see all these sales reports broken down by profit as well as count. And then there is the ongoing problem of actual sales versus just shipped.
I am reading the book "ON Intelligence" - a new theory on how the brain works. It was written by Jeff Hawkins, the man who created the PalmPilot and the Treo Smartphone. A number of Jeff's presentations are on YouTube. If his systems were as interesting as his book, I think they have enough of a solid foundation to go somewhere.