The obvious winners appear to be us, Rags (hate to say it but I think the keeper will come good), Chelsea, and Liverpool.
Elsewhere QPR have got some good players in, but Stoke are the ones that have impressed me more with their signings - Crouch, Palacios, and Jerome are all very good buys. The reported fee for Crouch is perhaps a little high but Palacios for £8 million represents good value when you consider what Tottenham paid for him (£14 million I think). Even better value is Woodgate if he can stay fit. If they're not adversely affected by their participation in the Europa League I can see them finishing in the top 8 or possibly even top 6.
As for the losers, well it looks like Everton and Arsenal at the moment but we'll have to see what happens in the coming weeks. Losing Arteta might not be as big a blow as it looks for Everton plus their 2 loan signings might do well, and Arsenal's acquisitions may all slot in well. However, I can't help thinking Wenger has panic bought to an extent.