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These are both huge games. Their release can help change the console's momentum. Without them the Wii U would be down yoy. If the Wii U was down a lot yoy, it's past the point of no return. 15mil lifetime would be the best we could hope for.

Instead Kart and Smash can start a chain reaction. The two games push the system up a lot yoy and attrack more support. 5 mil 2014 can easily become 7 mil 2015 if things start working out. All of a sudden 40 mil becomes possible. It's a long shot, but there's a chance. A bad 2014 destroys that dream.