Last few days
I think the Osama tape will hurt Kerry. I found this exchange on the Kerry Spot.
ALAN COLMES: "It's not like he [Osama bin Laden] had a Kerry-Edward bumper sticker in his cave."
NEIL CAVUTO: "But he's all but doing that, isn't he? I thought I saw a button."
Ok, a little over the top but basically about right.
More EV Analysis:
There are basically 4 big states in play: FL, PA, OH, MI. If Bush wins any two he wins and doesn't need anything else. If he only wins FL he almost certainly wins. If he wins only OH he needs about an even split elsewhere. If he only wins MI (a crazy outcome) he has to take everything else.
Starting with RealClearPolitics current map (Bush 232 Kerry 207) I take HI from Kerry's assumed total and put it in the toss up category. (Current RCP results have Bush with a lead in HI).
Bush needs another 37pts to win. If he takes FL (27) he needs only one of the following combinations: OH, MN, WI, IA + NH, IA + HI. Basically, Kerry has to run the board.
If you swap OH and FL then Bush needs IA and either MN or WI. (There are other options, NH + HI > IA for example).