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MS is still in excellent condition to stay on their current course. Sales for 360 are still very good, so the gap between it and the PS3 is closing very slowly.

Exclusive game lineups are compareable this year, both systems have some great software coming out.

They would benefit a LOT from a price drop in NA, but until Sony's within 1million installed base, I think they have room to maintain their current pricing. I would say the price would definitely have to drop before Sony overtook them to have an extended and meaningful impact.

I think we would be lucky to see the price drop in November. It would have a major impact on holiday sales though, especially with current economic conditions.