According to analyst firm Nollenberger Capital Partners, EA and Activision are set to gain the most from the delayed release of Rockstar's GTA IV. The analysts expect that there could be as much as $500 MILLION USD in potential consumer expenditure available for other big titles now that GTA IV is out of the window.

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With Rockstar's latest title originally due for release in October but now delayed until Q2 2008, analyst firm Nollenberger Capital Partners believes that as much as USD 500 million in consumer spend could now be available for other blockbuster releases.

"We believe the lack of GTA IV this holiday season is a clear positive for Take-Two's competitors, namely EA and Activision,” said analyst Todd Greenwald.

"We estimate that roughly USD 400 to USD 500 million in consumers wallets will be freed up to spend on other hardcore games."