Good. You have your opinion/prediction, Gamestop/ToysRUs have theirs, stockholders are pessimistic and I have my own...and in the end, it's really up to Ubisoft.
The Driver San Francisco CE bombed, Far Cry 2 CE didn't do great either, so I see no reason why they should skip one for AC3 when this is supposedly the finale of the "trilogy"/series
Publishers such as SEGA seem to churn out many crap and unnecessary CEs for games such as Alien vs Predator which seem to do very badly on the market [albeit also crap quality imo]. I don't know who's backing them but SEGA obviously have their own decisions made.
At least someone has already claimed that they've seen a comment posted by some official Ubisoft rep stating that there will be a CE for AC3 for the US, that to me is a good indication.