At the operating level, I think it's very possible.

It's good for Microsoft in that they've got a strong developer locked in for some titles. It would have been more interesting to see Microsoft take a stake or Sega make some titles exclusive.

Sony will still be number one for this year.

We all assume Sony would do a price cut in the later half of the year.

You cannot ignore the Nintendo magic on the software side. It puts them in the pole position ahead of Microsoft.