Game software - a big boom coming.

Implications: A 54% surge in sales of game consoles, more smart phones and people will get tired of today's games and will want new ones tomorrow and more new ones the next day.

Analysis: When computers first came out, a few games existed and with time they grew to the point where the game consoles took on a life of their own. Now with the new generation of consoles and the realist games they have surged in sales.

What is very interesting is that Sony sold 405,000 units of Play Station 3 but sold 774,000 "Metal Gear Solid 4" in one month. That is almost 2 units of software for each Play Station. While older Play Station may account for the higher sales it shows the potential for these players. Don't forget that was one game, how many different games will an owner buy, and lets not forget the sales when version 5, then 6, then 7... come out.

On top of the games for consoles are games for the iPhone and others. If games keep up in popularity watch Apple due very well with the iTunes store for the iPhone where Apple gets a 30% commission for each program sold.

Whoever has a high selling console is going to have a very high selling follow-on software sales.