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Microsoft / Activision Deal Approval Watch |OT| (MS/ABK close)
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X-Wing
Member
Rossco EZ
Member
splattered
Member
Haha first thing i noticedBOMBSHELL Phil doesn't use grammar check.
HeisenbergFX4
Gold Member
Ybarra once told me when they were courting him Bobby took him out to lunch and dinner on several occasions from the office and Bobby would only take the helicopter to places to eat where they could land one time flying just a few blocks to avoid a 30 minute car ride
I mean there's lots to unpick there, but picking an easy one out - Nintendo can both be in the console space and not be a competitor to Sony (or Microsoft).Soooo, in summary
Jim Ryan
- somehow thinks that Xbox Series X is supply constrained and is selling good (unlike people around here)
- Murica players likes shooty shooty stuff and that's why COD is more popular there
- he doesn't remember if he met with regulatory bodies after october 2022 (wtf?)
- Nintendo is somehow part of console market but they are not Sony's competitor (???)
- Nintendo is played by bunch of kids despite fact that Nintendo infographic proves otherwise
- Don't think that Starfield exclusivity is anti-competitive (unlike PS fans around here)
- Thinks that COD devs would sabotage PS version of COD despite fact that there is no proof that Microsoft ever did it with PS versions of their games
- He flipped because Microsoft promised him Overwatch 1 and not Overwatch 2 despite game being SAME SKU (wtf?)
- thinks that Microsoft would engage in partial foreclosure of COD because of Game Pass despite Microsoft offering him ability to put COD into PS Plus day one
- He "doesn't listen to calls" where he said to the investors that he doesn't think that Activision merger would hurt Sony (wtf?)
- He "doesn't know" if they could be competitve if deal goes through (isn't he CEO of SIE though?)
- He refused to negotiate deal with Bobby Kotick to have COD on PlayStation
- Publishers "unanimously" don't like Game Pass (despite the fact that many of them are putting day one games into Game Pass like Square Enix, Capcom, Ubisoft, Focus Entertainment etc.)
- Does not think that cloud gaming is separate market (HAHAHAHAHA)
Yeah. It was fun
Meanwhile, ABK share price is almost at 85$. So I guess that market also agrees that FTC is making spectacular job...to not have PI
It isn't false logic.
Think about the car market. Both Ferrari and Ford are in it, but they do not compete. They target different people, they offer products for different use cases.
IntentionalPun
Ask me about my wife's perfect butthole
Because Jim was playing hardball and these are negotiations with regulators in the end.
MS likely knew at that point Sony wouldn't agree to anything, so they took their time crafting what the maximum they'd be willing to agree to for the sake of showing it to regulators/the world, and not to Sony themselves who was never going to say "Ok sure, we'll sign this."
If MS had their way they'd never promise anyone COD, this is all for the sake of getting the deal past regulators.
MS probably argued internally a lot about ever promising anyone anything for 10 years, but came up with that strategy after a few months.
Why would they be in a hurry to respond to Jim Ryan, really? lol Once he responded like that they go back to the drawing board with lawyers, Satya, the CFO, etc.
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Topher
Gold Member
Edited my post. Previously I said none of that was from Ryan, but I missed the part at the top. So yes, that portion is relevant, but not Deering's take on it.
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Kilau
Member
If he said that I guess it means ABK has no plans to extend, unless he’s lying.
FoxMcChief
Gold Member
Kotick’s voice is putting me to sleep.
Dick Jones
Gold Member
Maybe if I email Phil Spencer that Nintendo make nail bombs, then that means Spencer wrote it and/or approved it.
Fuck Phil Spencer for spreading lies about Nintendo.
IntentionalPun
Ask me about my wife's perfect butthole
From what I've read, the PI is a huge part of this process. If the FTC loses they are probably dead in the water, and if the FTC wins they are probably going to be able to block the deal.
So I doubt he's lying, this PI is a huge deal, hence all this testimony.
mansoor1980
Member
he clever
DeepEnigma
Gold Member
They already have some games on streaming services. Even that service from Rokrainia.
IntentionalPun
Ask me about my wife's perfect butthole
God this guy is such a simpleton. That is like the least important / most obvious thing said ever.
I really really am flabbergasted people still quote this Benji guy lol
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Kilau
Member
FTC losing definitely ends their case, the judge basically granting the merger right there. It’s not that drastic on the other side if both parties are still willing.
SirKicksalot
Member
I had to step out for a bit but are they ignoring Hearthstone in the mobile space?
IntentionalPun
Ask me about my wife's perfect butthole
Well at some point ATVI needs to get back to normal and divorce themselves from this. Their stock is basically held hostage by this process, and honestly the CMA is still such a massive hurdle to get past. The deal is still very likely to fail either way, but a loss against the FTC for this PI is going to not look good.
RaZoR No1
Member
What about the Ford GT?
I mean we literally have a movie named Ford vs Ferrari (Lemans 66)
(I know I am nitpicky here)
Dick Jones
Gold Member
I'm sure someone can do a map.
Do you want the acquisition to fail? -----> MS cooked
Do you want the acquisition to succeed? ----> FTC cooked
Google Guy -------> WTF?!!!!
Dick Jones
Gold Member
Phil lied? Fuck off, I'm shocked
It really does seem they intend to close if the PI is denied. Worst case is they would have to divest if they lost the full blown FTC case, but they probably view the risk as miniscule if the FTC can't get an injunction. That probably is a reasonably calculation to be fair, as the FTC needs the courts to enforce anything they decide I think.
But I'm still really confused as to why this CMA decision seemingly means nothing. MS would probably lose big money if they had to divest because of CMA, but they don't seem to care a smidgen about that decision. I'm on the fence between: MS has gotten so big they can laugh at the thought of ceasing operations in the UK, and we've been duped about how much the CMA decision means in substantive or practical terms.
tmlDan
Member
not even worth reading his threads, he is so uneducated - his opinions don't come with an article or explanations it seems like he just says "I don't get it but looks bad for *blank*"
The thing is, it's not Deering's simple opinion. In that response Dring is supporting Jim Ryan's opinion that Playstation will be more than fine and that the acquisition will not do any damage to the position of the company. It is a testament to the widespread opinion within SONY regarding MS-ABK.
SirKicksalot
Member
That's a schedule vs technical capability issue. The FTC's angle is retarded.
bender
What time is it?
Pundits that fail to use "bombshell" correctly.
SixPin
Neo Member
Derek is much better. I don't agree with him always, but he's more professional, and covers way more stuff. Benji seems to tweet the most obvious stuff
Topher
Gold Member
Deering could disagree with Ryan and it still wouldn't matter. But it needs to be said that this was Ryan's initial opinion on the matter which changed drastically after Phil Spencer sent him an offer pledging COD to PS three years after the end of the current agreement. Jim and Phil eventually reached an impasse.
adamsapple
Or is it just one of Phil's balls in my throat?
Not watching today's hearings, any megatons so far ?
Dick Jones
Gold Member
To Tom Warren's credit, his expertise is in robotic vacuum cleaners so you need to cut him some slack.
Jigsaah
Gold Member
I think you're forgetting about the "K". King has expertise in mobile. COD being made by Tencent doesn't really mean anything. Tencent has a proven record translating popular shooters into the mobile format. i.e. PUBG Mobile. Apex Mobile.
Dick Jones
Gold Member
We saw a sexual predator in court. Now are you thinking Bobby Kotick or Kevin Spacey first?
DeepEnigma
Gold Member
Short and to the point. But some intellectually dishonest people are dug in, for the brand™.
splattered
Member
My god this was 69 billion times more boring than i thought it would be... zzzz
StealthGoblin
Banned
Genuinely think that gamers lawsuit was going to be dismissed. Interesting that it hasn’t.
adamsapple
Or is it just one of Phil's balls in my throat?
ChorizoPicozo
Gold Member
there is show today?
Jigsaah
Gold Member
Honestly, they should just wait for the next thing Nintendo comes out with. I mean you could very well possibly be controlling your character with your feet given Nintendo's tendency to mix up the peripherals, but hey at least it'll likely be more graphically capable.
ChorizoPicozo
Gold Member
explain the quote
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