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New HD games could also mean it`s for Wii U.
And their business might change if Wii U - even if just at the start - attracts more hardcore than casual. Then, the casual games won`t give them that huge margin of profit.

I think that having a Ghost Recon, Assassins Creed and Killer Freaks is already good indication that Ubisoft might take Wii U more seriously than did with Wii.