I'm glad you elaborated on your original comment, but you're showing the fallacy of a zero-sum game perspective between Microsoft and Sony. I'd consider both companies to have lost, and lost greatly, to Apple. The battle over media formats and the console market share opened the door to disruptive products and services from Apple. Both Microsoft and Sony gave up an early lead in the mobile device market to Apple, as well. If they aren't sweating yet about those little $99 iOS boxes from Apple, then they still aren't paying attention.