I think your point #3 which is about demographics is huge. Guys in high school and college in the early 90s played some great games in their college unions, pizza joints and bars. They're now hitting their 30s and 40s and have homes with basements and a few extra bucks. And they want to remember and re-create that fun time in their life. I think the surge could last a while. It doesn't suggest a bubble but a long term increase in demand. I also think it explains quickly rising pices on A games. They remember those games! I sold my Scared Stiff to a guy who fit this profile to a T.

Agree with all your other points too.