I once said to a friend that I thought Sony was on the way out. When he challenged this statement, I found myself lacking any real arguments, just waving my hands and talking about Microsoft and Nintendo and some other random factors.
Luckily, there is this thing called the internet, and I no longer have to find my own arguments any more, because somebody else will do it for me.
Update: This page saying how the shortage of Blue LEDs is likely to seriously impact Sony’s ability to ship Blu-Ray technology. (With thanks to Scoble).