Call of Duty 4 and Assassin's Creed benefit most from GTA IV delay?

[ckmlb]

All big games coming out these holidays on 360 and PS3 will benefit from GTA IV's delay and that's a fact. Especially the biggest games (COD, AC, ME)...

Call of Duty 4 will suffer from Halo 3 in my opinion but not massively so. On the PS3 and PC it won't have this problem, and on the 360, many big FPS fans will pick up both.

On the other hand, people who buy games few and far between, even FPS fans among them are a lot less likely to buy COD 4 on the 360 just because Halo 3 is coming out two months earlier and can be played a lot without the need for another game to play...