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BF3 is awesome and I love BF. However, I don't think it stole market-share but simply had a lot of sales to those who also play COD.

I'm pretty sure COD is still selling the same amount every year... and any residual decline is more likely due to the fact that the game is stale.

You'd have to see steady overall declines in last years MW3 and this years BO2 to argue that BF3 had any market-share related effect.