Disclaimer: I am not claiming to know anything for sure. These are a series of "best guesses". Please feel free (and I know you will) to pick this apart. This is nothing more than an attempt to add some detail to the "delay conversation".
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Yea, I don't think any of this malarkey is related to COD at all. If it were, then we will definitely see a delay in NA. However, all of the news/rumors
so far seem to point to PAL areas. And these are the areas where GT5 is beating out COD, or it seems that way according the pre-order info for the U.K.
Plus, GT5 is not going to beat out COD. It may get closer and closer over time, but it will take a long time to catch up with it. And as someone said earlier, Sony had to have known that COD was coming out around this time when the date for GT5 was released.
If I had to take a guess, I would say that we are looking at 3 possible scenarios.
1. It is delayed worldwide and the "delay reasons" were more apparent in certain regions first. So, those regions are notified, with the hope that it only effects those regions. However, it slowly becomes apparent that none of the region's orders can be filled on time. Therefore, it is delayed worldwide.
2. It is delayed in "PAL Regions" only. Australia, Europe, Russia, etc are all effected. It is something that is related to the PAL version only. Japan and the much of the Americas are
unaffected.
3. This only happens in Russia. Sorry guys.
My personal feeling, which is based on nothing, is that this will happen to all of the PAL countries if it happens to Russia. Russian is not exactly an obscure language. It is also an neighbor with Japan, so I don't think they have a shortage of possible translators. If that happens that would be really strange.
More likely scenario is that it will effect the "PAL Version". There is a major glitch or series of glitches which they attempted to alleviate. However, they are now pushing back the release to resolve. I know a lot of you will say these things can be fixed with patches, but understand that major glitches will not be left on the disc. Only minor ones will use a patch.
Edit:
Nice Videos and it is good to hear him say November 2nd.