The problem comes, TheAuldGrump, when people start making conclusions based on anecdotes.
Can we say that Pathfinder and Paizo's doing pretty well? Sure, I don't think anyone would disagree here. Can we say that WOTC is probably not doing as well as it might? Again, indications in that direction seem strong.
But, beyond that, it's all hearsay and guesswork. How much has the player base split? The answer will depend an awful lot on how you feel about the game. And that applies equally to both sides of the divide. How much ground has WOTC lost? Again, we have no real idea, just gut feelings.
I look at it this way. The following questions cannot be answered right now:
1. How many current D&D (in any form) gamers are there?
2. How many of those are playing which edition?
3. How has this changed over time?
Since no one is forthcoming with answers to any of those, any opinions are about as accurate as a Magic 8 Ball. Without answers to the very basic questions, we can't even begin to make any sort of conclusions.
For all I know, Paizo could control 99% of the market. I don't know. I doubt it, but, I certainly couldn't prove it one way or another. It could be that WOTC is pulling in massive amounts of cash with DDI that we're just not seeing because it's totally internal. Again, I have no idea and neither does anyone else in this thread.
I disagree, but only to degree - while folks are making guesses some are making
informed guesses.
My problem, however, is with folks who completely disregard anecdotal evidence, which for sales is generally a bad idea, or even go so far as to dismiss sales figures that disagree with their perceptions (Amazon being a case in point).
It is the equivalent of sticking your fingers in your ears and going 'la la la, I can't hear you!' It is robbing yourself of a data point, no matter how small.
A related problem, and one that I have been guilty of, is to either overly regard or disregard local sales. Neither is good, and I have done both.
When I noticed that the local Borders was selling more Pathfinder than 4e I assumed that it was a local phenomenon only. (I
did confirm that it was at least a local occurrence however, not just my perception.) So I disregarded it, or mentioned it only as a local detail.
Then came similar reports from a widely spread area, contemporary to my own observations - meaning my assumption that local gamers were unusual was somewhat flawed to say the least. (I actually had taken some small amount of pride that my area was unusually discriminating in their tastes for RPGs.)
Later I forgot to allow for the fact that I have likely been skewing the local market in favor of PFRPG - I have been directing folks to the game, and have run games to introduce folks to the game. Enough so that when folks approached the manager at Borders about PFRPG he directed them, in turn, to me.
A given area's pool of gamers is likely small enough that a few outspoken enthusiasts can tilt the local buying habits one way or another, and I had forgotten that.
At this point there is no local store that is supporting Encounters, so there is no real counter to the folks that I have been pushing towards PFRPG and/or away from 4e.
If there is a widely held perception that WotC has dropped the ball then it is likely that they have, anecdotal evidence or not. The real question is 'to what degree does this affect the game?'
Personally, I suspect that those shouting 'endgame!' are just as wrong as those folks yelling ''tain't so!'. While WotC may have dropped there is still plenty of time on the clock.
Me, I'd like to know
why Essentials did not do as well as I expected, what piece of evidence I missed.
The Auld Grump