Everyone's trying to predict how many copies of GTA IV Take-Two will sell, but what matters most is the attach rate, said Ben Schachter. "Investors cannot define success of the game in terms of units of GTA IV sold compared with prior GTA titles. This is because the game can only be sold to consumers who own a console capable of playing the game. To that end, the success of the game is defined by the attach rate (or tie ratio) which equals the number of units sold / the installed base of applicable consoles (in this case Xbox 360 and PS3)," he explained.
He also said a delay is "extremely unlikely," contrary to comments made by Wedbush analyst Michael Pachter recently.