If the election were held today, I think Obama would win 375 electoral votes:
All of the Kerry States (252) plus:
Iowa (7) & New Mexico (5)--all but locked up.
Virginia (13)--which will take him over 270.
After that, I think it would be a clean sweep of the following swing states, from biggest margin to smallest:
Colorado (9), Nevada (5), Florida (27) & Ohio (20).
The following three are legitimate polling toss-ups, but I have to think that the superiority of the Obama ground game will be determinative here:
North Carolina (15), Missouri (11), Indiana (11).
This is probably Obama's ceiling--and it is legitimately a landslide. To get beyond this, there will truly have to be an unprecedented turn-out for new voters, young voters, and African Americans. Bad news for your 401k, the Dow would probably have to drop another 1,000 points or so, too--Obama would have to increase his national polling average by another 4-5 points or so.
If you want to start to really get greedy, the next state that Obama could get would probably be Georgia (15). Early polling in Georgia has shown that 9% of the state has voted, and that they favor Obama 64-35. Now there is no way that that is going to last, but it does indicate that the Obama campaign is outhustling the McCain campaign in getting their voters to the polls early. A good sign.
Beyond that, the next most likely state to fall is strangely West Virginia (5)--a state that gave Obama less than 30% of the vote in the primaries. One less than reputable poll gives Obama an 8 point advantage here.
After that, the only states I think Obama could win would be Montana (3) and North Dakota (3). Pre-Sarah Palin, I think Obama could have won both (along with Alaska), but that seems very remote at this point.
But, if Obama supporters stay focused and hungry for the next four weeks, and Republicans get increasingly depressed about the election and stay home, we could be in for some very, very, pretty numbers.