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mrstickball said:
Or it could be that MS knows that GTAIV will bring in a new audience, and wants other AAA titles right after GTAIV.

Look at the post-Madden/Price cut releases - they mostly did fairly well. Same with post-Halo 3 games, sans PGR4.

A price cut and three AAA games in a month...  That would be nice. 

Then to dampen the MGS4 release in June release the first episodic content for GTA IV...