Real Clear Politics has an updated Electoral College Analysis. Excerpt:
There is no question that the situation for Senator Kerry has improved dramatically in the last week. From an Electoral Vote standpoint, however, he is still facing an uphill battle.
Our earlier analysis suggesting that the race basically boils down to Florida and Ohio stands. However, it looks as if the aftermath of the hurricanes may have given President Bush a decisive edge there, so in reality it is now all about Ohio. If Kerry doesn't win Ohio he will not be President.
On balance, President Bush still holds the better Electoral hand because the evidence is massing that he has successfully moved Wisconsin into his column. Because of the very real potential to win Wisconsin, Bush can now lose Ohio and still have a reasonable chance for victory.
...Bottom line: Kerry has effectively used the first debate to get himself back in the game, but he continues to remain at a structural disadvantage in the Electoral College. The quartet of Ohio, Wisconsin, Iowa and New Mexico could be where this election is decided. If Bush does have a hold on Wisconsin, then even if Senator Kerry wins Ohio, he will also have to win both Iowa and New Mexico to deny Bush four more years.