This morning it was announced that Bioshock Infinite would be delayed from the holiday 2012 season to February 2013. The launch window delay for Bioshock Infinite left Take-Two in a strange position of essentially having no true holiday releases, and this fact was reflected in the Take-Two stock taking a five percent hit since the open of the market this morning.

It may not be all bad news for Take-Two and their investors though because Michael Pachter of Webush Securities is hypothesizing that Bioshock Infinite’s delayed release opens up a window for Grand Theft Auto 5 to come out in October 2012.

So while Take-Two would like you to believe that Bioshock Infinite was delayed to “make it more extraordinary” the truth may be that Rockstar sent word to Take-Two that GTA5 would be ready before Thanksgiving and Take-Two didn’t feel like competing against themselves for your Christmas cash.

Take-Two has a quarterly investors call on  May 22nd, so you should expect to hear more about this in a few weeks.