Let's face it, we are all trying to balance a below-average company with the best-selling video game franchise in the industry.

We think the company has one bid they are willing to accept, given the unusual (and risky) public nature of the announcement.

This year, they're kind of trying to have a little bit of a medium between 2003 and 2004.

We view the agreement as a milestone deal, giving the company global rights to an attractive portfolio of high-margin, entertainment-based content.

There have been 2 to 4 percent price increases among the larger toy manufactures in the U.S. this year. We think most of that will stick.

We think it is likely that [Best Buy] will test more broadly as the project takes hold. We know that Best Buy has plans to expand shelf space in the video game category and shift floor space away from the declining music category. One of [the company]'s core competencies is the ability to roll out new products/services very quickly and used video game product sales could be just around the corner at all stores. ... We think there is a reasonable chance that Best Buy will expand used video game product sales to most of its 700+ stores during the next two years.