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Disagree.

Activision's most important game is by far Guitar Hero 4. It is incredibly casual. Casual games is exactly what Nintendo is releasing. Thus, I believe that Guitar Hero 4 will not see a signifficant boost because of this, as it is also in direct competition - with a game from Nintendo.

CoD 5 could benefit, so could a lot of other small games. But I do not believe Activision is the main gainer here.