In a constantly stagnating, even decreasing, market, where traditional dedicated hardware, is slowly but surely becoming a niche, in which a dedicate audience will keep said market afloat, and that in the best case scenario.
Mobile and tablet devices fills all the needs of the people that Nintendo want back in their consoles, they aren't gonna trade those devices for gaming devices, when they just want little timewasters for when they are on the bus or in the coffe break. They want Mario on the go, but they also want clash of clones and the dozen of many other games they play. I see people playing Mario for the next second use whatapp or spotify, or look at facebook or a large selection of app that people use in their daily lives that won't be avaliable on the switch, for example.
And that just counting everyday social app, there's also a lot of app people use on their jobs. Outlook, Gmail...
The convenince and usuabilty of these devices makes the switch, or any other hardware Nintendo can create, unable to provide that funcionality. There's a reason why MP3 players are basically obsolete by now.
Is a sign of things to come, and yeah, maybe Nintendo may sell hardware to a small subset of these people, but is not enough and it won't change the trend that for many years we've been watching on NPD threads and many other data.
So yeah, what he says may be logic, but it goes against the evolution of the gaming market that we've seen for years now and that people still negates.
