I'm really not seeing how this effect isn't already present in the current data. Your logic that people will see and buy if they like is true, however people have been playing games for years and I just don't see how a demo is going to all of a sudden institute new rapid growth of people who previously were not playing/buying.
It will spur growth in current players yes but I'm not seeing new players being something that these demos really produce since you have to own the console to see the demos. The number of people who meet the criteria of "have a friend with a 360 or PS3", "watch them play it on a regular basis to see a steady stream of new demos", and "not already interested in gaming" is pretty small to begin with when you consider that they are watching them playing games when they aren't that interested in the first place. But to then take the next step and actually buy a console for themselves or the game for themselves...thats going to be a very small number of people relative to current lifetime sales...let alone final lifetime sales.
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