I read that as Kotick considering a Call of Duty MMORPFPS, which really, ain't too far from Modern Warfare 2's current design. Just throw in some character customizing, paperdolling, and scrap the main menu interface for an in-game hub, and you've got World of Duty/EverCoD.
Hell, Pooky and I were comparing MW2 and WoW's addictive features one night, and they're scarily similar...
e: Also, you forgot the "I'm too damn poor to play this vidya game" option.
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