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I can see two of these four being released this time next year in an attempt to scupper the launches of the PS4 and 720 (in order of likelihood imo):

Mario Kart U
Retro's new game
3D Mario
Monolith Soft's new game

Nintendo really don't have to worry about first and second party exclusives because they've got the strongest valued and the most amount of IPs in the business. Along with those above they've got Kirby, Pikmin, Metroid, Zelda, Battalion Wars, F-Zero, Wave Race, Donkey Kong, Smash Bros., WarioWare, Luigi's Mansion and Ice Climbers. And that's just off the top of my head, I've probably missed loads.

I think Pachter was talking about third party exclusives, and we'll see plenty of those too...especially if Nintendo continue to do publishing deals with third party developers like they're doing with Bayonetta 2.

And the U eShop will be the go-to place for indie developers considering that developers get tens of thousands of pounds worth of middleware free with each dev kit and that Nintendo are apparently taking much less of a cut from eShop purchases compared to Live and PSN.

Good times ahead methinks.