• Hey, guest user. Hope you're enjoying NeoGAF! Have you considered registering for an account? Come join us and add your take to the daily discourse.

Microsoft / Activision Deal Approval Watch |OT| (MS/ABK close)

Do you believe the deal will be approved?

  • Yes, will be approved without changes.

    Votes: 221 24.9%

  • Yes, will be approved but with structural changes to ABK.

    Votes: 102 11.5%

  • Yes, will be approved but only with behavioral concessions.

    Votes: 262 29.6%

  • No, will not be approved.

    Votes: 301 34.0%
  • Total voters
    886
  • Poll closed .
Status
Not open for further replies.
feynoob

feynoob

Gold Member
drganon said:
Foss

Reasonable

Pick one.
Click to expand...
7ee.png
 
feynoob

feynoob

Gold Member
DaGwaphics said:
The issue with that is just what was stated. The MAU on GPU likely contains a healthy amount of players that never used cloud gaming at all. Given the numbers Nvidia has posted, you can almost guarantee that Nvidia dominates MS in minutes played per month on the cloud.
Click to expand...
It's not about using it, it's about having access to the service.

Gamepass ultimate users can access xcloud and play cloud games.

There is an icon that indicates cloud, which is next to install.

As long as that exist for GPU users, they are accounted.
 
GHG

GHG

Gold Member
Goalus said:
Why would I be for this? You seem to be seriously lacking the necessary reading comprehension.

First, I was questioning MS' decision process, and I am commenting on FOSSpatents' assessment of the situation.
Click to expand...

Let me make this simple for you, do you care more about what benefits Microsoft than you do about what benefits you?
 
Goalus

Goalus

Member
GHG said:
So in the case of cloud gaming customers anyone who doesn't use XCloud is insufferable?
Click to expand...
Do you happen to be related to Cathy Newman?
Just asking.

To expand on your question what I care for the most:

I originally became attached to Xbox when I witnessed the behavior of Sony zealots around 2001. I was indifferent before, but at that moment I realized that I wanted to become what they hate most.

In 2006 I came across a game called "Gears of War" which I loved more than anything else in terms of video games, and along with Blue Dragon and Lost Odyssey I began to become genuinely fond of Xbox games. This hasn't changed until today, but I know that a successful Microsoft does make their haters suffer. So I guess it's both. Of course I am hoping for a great Gears 6 game (because that's good for myself), but anything that's good for Microsoft is welcome too (because that is driving their haters mad).
 
Thirty7ven

Thirty7ven

Banned
Goalus said:
Do you happen to be related to Cathy Newman?
Just asking.

To expand on your question what I care for the most:

I originally became attached to Xbox when I witnessed the behavior of Sony zealots around 2001. I was indifferent before, but at that moment I realized that I wanted to become what they hate most.

In 2006 I came across a game called "Gears of War" which I loved more than anything else in terms of video games, and along with Blue Dragon and Lost Odyssey I began to become genuinely fond of Xbox games. This hasn't changed until today, but I know that a successful Microsoft does make their haters suffer. So I guess it's both. Of course I am hoping for a great Gears 6 game (because that's good for myself), but anything that's good for Microsoft is welcome too (because that is driving their haters mad).
Click to expand...

 
GHG

GHG

Gold Member
Goalus said:
Do you happen to be related to Cathy Newman?
Just asking.

To expand on your question what I care for the most:

I originally became attached to Xbox when I witnessed the behavior of Sony zealots around 2001. I was indifferent before, but at that moment I realized that I wanted to become what they hate most.

In 2006 I came across a game called "Gears of War" which I loved more than anything else in terms of video games, and along with Blue Dragon and Lost Odyssey I began to become genuinely fond of Xbox games. This hasn't changed until today, but I know that a successful Microsoft does make their haters suffer. So I guess it's both. Of course I am hoping for a great Gears 6 game (because that's good for myself), but anything that's good for Microsoft is welcome too (because that is driving their haters mad).
Click to expand...

Xbox allowing their games to be streamed on services like Geforce Now has zero bearing on whether or not you get Gears 6.

Other than that, I have nothing more to say than that I'm sad for you.
 
drganon

drganon

Member
Goalus said:
Do you happen to be related to Cathy Newman?
Just asking.

To expand on your question what I care for the most:

I originally became attached to Xbox when I witnessed the behavior of Sony zealots around 2001. I was indifferent before, but at that moment I realized that I wanted to become what they hate most.

In 2006 I came across a game called "Gears of War" which I loved more than anything else in terms of video games, and along with Blue Dragon and Lost Odyssey I began to become genuinely fond of Xbox games. This hasn't changed until today, but I know that a successful Microsoft does make their haters suffer. So I guess it's both. Of course I am hoping for a great Gears 6 game (because that's good for myself), but anything that's good for Microsoft is welcome too (because that is driving their haters mad).
Click to expand...
yikes-cringe.gif
 
Thirty7ven

Thirty7ven

Banned
www.ign.com

Take-Two Boss Supportive of Microsoft-Activision Deal: 'What's Good for Them Is Good for the Industry' - IGN

As Microsoft continues in its efforts to acquire Activision Blizzard and multiple regulators make their decisions on the deal, several publishers have now publicly voiced their thoughts on the situation. Among them, Take-Two Interactive, whose CEO voiced support for the acquisition today in...
www.ign.com www.ign.com

When asked for his thoughts on the deal, CEO Strauss Zelnick expressed that Take-Two had supported the deal for some time, saying that it would be a positive for the company's partner, Microsoft: "What's good for them is also good for the industry."
Click to expand...

I don’t understand shit anymore.
 
Last edited:
adamsapple

adamsapple

Or is it just one of Phil's balls in my throat?
DrFigs

DrFigs

Member
Thirty7ven said:
www.ign.com

Take-Two Boss Supportive of Microsoft-Activision Deal: 'What's Good for Them Is Good for the Industry' - IGN

As Microsoft continues in its efforts to acquire Activision Blizzard and multiple regulators make their decisions on the deal, several publishers have now publicly voiced their thoughts on the situation. Among them, Take-Two Interactive, whose CEO voiced support for the acquisition today in...
www.ign.com www.ign.com



I don’t understand shit anymore.
Click to expand...
less competition for other big publishers
 
feynoob

feynoob

Gold Member
Thirty7ven said:
www.ign.com

Take-Two Boss Supportive of Microsoft-Activision Deal: 'What's Good for Them Is Good for the Industry' - IGN

As Microsoft continues in its efforts to acquire Activision Blizzard and multiple regulators make their decisions on the deal, several publishers have now publicly voiced their thoughts on the situation. Among them, Take-Two Interactive, whose CEO voiced support for the acquisition today in...
www.ign.com www.ign.com



I don’t understand shit anymore.
Click to expand...
He is tired of Sony not giving him more attention.
 
Thirty7ven

Thirty7ven

Banned
adamsapple said:
Kenan Thompson Snl GIF by Saturday Night Live
Click to expand...

www.gamesindustry.biz

Take-Two's Zelnick criticizes key companies taking E3 for granted

[Disclaimer: GamesIndustry.biz was partnered with E3 and parent company ReedPop was organising this year's event.] Take…
www.gamesindustry.biz www.gamesindustry.biz

"We've always been a supporter of E3 and I think it served a great purpose as a show for the media, as a show for investors, as a show for distribution partners and consumers who are avid about the business, 'prosumers,' if you will," Zelnick said. "That served a great purpose for us, especially when we had new products to show."

Zelnick added that E3 could continue to play a role for the industry, "but it of course needs to serve everyone who's a player in the business."


"And I think for a period of time, some of the large players in the business took E3 for granted and decided to step away from the show, but still be in the publicity business at the same time and in the same location, and I think that is problematic. I think you either have to support the show, or there isn't going to be a show."
Click to expand...

Sounds dumb. Is he the reason why Take Two’s output been heh for a minute and the housers bounced on them?
 
Last edited:
DaGwaphics

DaGwaphics

Member
feynoob said:
It's not about using it, it's about having access to the service.

Gamepass ultimate users can access xcloud and play cloud games.

There is an icon that indicates cloud, which is next to install.

As long as that exist for GPU users, they are accounted.
Click to expand...

That's not a realistic way of looking at the market, however. Users that primarily download games and play on local devices are not part of the cloud market.

MS should think about spinning Xcloud into an addon service that is an extra charge, even if it is just a $1 or $2 a month. That would solve this issue of regulators looking at numbers backwards just because they have a hate boner for "big tech".
 
DaGwaphics

DaGwaphics

Member
Banjo64 said:
The MAU is for xCloud - not Game Pass Ultimate.
Click to expand...

Possibly, the numbers don't look right for that though. Like I said the actual monthly minutes played would swing drastically in Nvidia's favor IMO. They are the much bigger player in the space.
 
Last edited:
reinking

reinking

Gold Member
DaGwaphics said:
That's not a realistic way of looking at the market, however. Users that primarily download games and play on local devices are not part of the cloud market.

MS should think about spinning Xcloud into an addon service that is an extra charge, even if it is just a $1 or $2 a month. That would solve this issue of regulators looking at numbers backwards just because they have a hate boner for "big tech".
Click to expand...
As someone who is opposed to a future cloud-based gaming market. I love reading the anti-cloud talk since the CMA ruling came down. Suddenly the cloud is no big deal.
 
feynoob

feynoob

Gold Member
DaGwaphics said:
That's not a realistic way of looking at the market, however. Users that primarily download games and play on local devices are not part of the cloud market.

MS should think about spinning Xcloud into an addon service that is an extra charge, even if it is just a $1 or $2 a month. That would solve this issue of regulators looking at numbers backwards just because they have a hate boner for "big tech".
Click to expand...
Mate, MS bundles xcloud with ultimate plan. It's their fault for doing that.
Plus making xcloud as standalone won't work, as people won't subscribe to that service. It will be like PSnow before the merge.
 
Banjo64

Banjo64

cumsessed
DaGwaphics said:
Possibly, the numbers don't look right for that though. Like I said the actual monthly minutes played would swing drastically in Nvidia's favor IMO. They are the much bigger player in the space.
Click to expand...
It’s definitely xCloud. I posted the graphs on the previous page.

Microsoft’s lawyers were quick to highlight the maths error in regards to the console SLC 1 year/5 year calculation. You can bet they’d jump all over the xCloud findings if they could.
 
DaGwaphics

DaGwaphics

Member
Thirty7ven said:
Minutes played? That’s not what MAU means.
Click to expand...

No, but it would give you a much more accurate picture of the cloud gaming space. I can only imagine what the percentage of Xcloud users is that just uses the services to complete quests or for quick 5 minute previews before downloading.
 
S

SneakersSO

Member
Topher said:
Eh......a bit more than that, I'd say. Microsoft is bringing in big guns to fight this thing. No way I could put a number on something like this. It is more unlikely than likely. That's probably as far as I'd go considering this script has completely flipped over the last few months.
Click to expand...
They have had big guns on this the entire time. I don't think it makes a material difference. I think the CMA has had ample opportunity to change their views on the Cloud SLC to view it as an extension of the normal console games SLC, and specifically chose to evaluate it as its own market. The only way, even if CAT does grant the appeal, is if they do and the CMA upends this viewpoint. In fact, the EC's findings largely agree with the CMA's findings, outside of Cloud gaming being its own market.

This difference in perspective is what allowed the EC to rubber stamp it; EC does not feel Cloud gaming can or is its own market. The fact that the CMA doubled down nearly immediately after the EC finding tells me that their view on this won't change. So even if CAT grants the appeal, the CMA is just going to reassess, and then, its another block, unless MS finds some magical way to convince the CMA that the Cloud market is not its own market.

So like I said, < 5%. I have yet to see a reason presented as to why Cloud should be considered a distribution extension and not its own market, as presented by MS. They've had at least 6 months to do just that. The current narrative that loads of MS fans and a few folks at MS seem to have latched on to is that MS' marketshare in cloud is overstated and that the CMA came down to the wrong conclusion based on that, but it sounds like, based on what the CMA most recently said, that even if MS wasn't the marketshare leader in cloud, they'd still have a large issue with MS basically having leverage on everything needed in the supply chain for Cloud gaming, including content. I don't see how MS presents an argument that gets around that. They promise to keep all of ATVI's games on AWS? They start using AWS servers for xCloud? I'm not sure if MS is going to agree to drastically increase their own costs when their entire gaming division has largely been operating as a tremendous loss leader for quite some time now.
 
Topher

Topher

Gold Member
SneakersSO said:
They have had big guns on this the entire time. I don't think it makes a material difference. I think the CMA has had ample opportunity to change their views on the Cloud SLC to view it as an extension of the normal console games SLC, and specifically chose to evaluate it as its own market. The only way, even if CAT does grant the appeal, is if they do and the CMA upends this viewpoint. In fact, the EC's findings largely agree with the CMA's findings, outside of Cloud gaming being its own market.

This difference in perspective is what allowed the EC to rubber stamp it; EC does not feel Cloud gaming can or is its own market. The fact that the CMA doubled down nearly immediately after the EC finding tells me that their view on this won't change. So even if CAT grants the appeal, the CMA is just going to reassess, and then, its another block, unless MS finds some magical way to convince the CMA that the Cloud market is not its own market.

So like I said, < 5%. I have yet to see a reason presented as to why Cloud should be considered a distribution extension and not its own market, as presented by MS. They've had at least 6 months to do just that. The current narrative that loads of MS fans and a few folks at MS seem to have latched on to is that MS' marketshare in cloud is overstated and that the CMA came down to the wrong conclusion based on that, but it sounds like, based on what the CMA most recently said, that even if MS wasn't the marketshare leader in cloud, they'd still have a large issue with MS basically having leverage on everything needed in the supply chain for Cloud gaming, including content. I don't see how MS presents an argument that gets around that. They promise to keep all of ATVI's games on AWS? They start using AWS servers for xCloud? I'm not sure if MS is going to agree to drastically increase their own costs when their entire gaming division has largely been operating as a tremendous loss leader for quite some time now.
Click to expand...

I get it....but I also know it wasn't that long ago that this thing looked like was a done deal. Microsoft has had to step through minefields before. I'm not going to take their ability to navigate rough waters for granted. We will see.
 
feynoob

feynoob

Gold Member
Topher said:
I get it....but I also know it wasn't that long ago that this thing looked like was a done deal. Microsoft has had to step through minefields before. I'm not going to take their ability to navigate rough waters for granted. We will see.
Click to expand...
Unless both companies stop renewing this deal, I won't write it off. MS is a trillion dollar company. They have yet to use their full resources.
 
T

Three

Member
Goalus said:
Do you happen to be related to Cathy Newman?
Just asking.

To expand on your question what I care for the most:

I originally became attached to Xbox when I witnessed the behavior of Sony zealots around 2001. I was indifferent before, but at that moment I realized that I wanted to become what they hate most.

In 2006 I came across a game called "Gears of War" which I loved more than anything else in terms of video games, and along with Blue Dragon and Lost Odyssey I began to become genuinely fond of Xbox games. This hasn't changed until today, but I know that a successful Microsoft does make their haters suffer. So I guess it's both. Of course I am hoping for a great Gears 6 game (because that's good for myself), but anything that's good for Microsoft is welcome too (because that is driving their haters mad).
Click to expand...
4f1.jpg
 
MasterCornholio

MasterCornholio

Member
feynoob said:
Unless both companies stop renewing this deal, I won't write it off. MS is a trillion dollar company. They have yet to use their full resources.
Click to expand...

I don't think they will able to bribe the CMA. How else they will get this done I'm not sure. Even the appeal will be extremely difficult for them no matter what resources they have.
 
Thirty7ven

Thirty7ven

Banned
If consoles are a different market from PC, and both are a different market from Mobile, then how the hell is Cloud not it’s own market?
 
Last edited:
feynoob

feynoob

Gold Member
MasterCornholio said:
I don't think they will able to bribe the CMA. How else they will get this done I'm not sure. Even the appeal will be extremely difficult for them no matter what resources they have.
Click to expand...
The appeal is difficult from our perspective.

There are things we don't know that MS can use.

Until it's 100% dead, I won't trust it.
 
Status
Not open for further replies.

Similar threads

Microsoft has Closed the Activision Blizzard King Deal
22 23 24 25 26
1K
76K
MasterCornholio replied
Microsoft now says the CMA was ‘tough and fair’ over Activision Blizzard deal
Opinion Business Game Dev
17
2K
DaGwaphics replied
FTC appeals to block already-completed Microsoft-Activision deal
2
63
5K
Mythoclast replied
  • Locked
UK minister defends CMA's decision to block MS/ABK
News
0
780
Daniel_Mallorca1985 replied
  • Locked
Microsoft to sell off Activision cloud gaming rights to Ubisoft in bid for UK approval
News Business 2 3 4
154
14K
Spyxos replied
Top Bottom