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 .
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Edmund said:
Listen to this as you touch yourself.

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reksveks said:
Suspect its going to be out in March,

Deathloop was out on both services a year and 6 days after the release.

MS ain't going to allow it Ghostwire Tokyo 2-4 weeks earlier than its on Xbox.
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Might be March, yes. Just remembered that it released at the end of March 2022, not early March 2022 as I was thinking.

By the way, Sony could have it on PS+ anytime after the game released, up to 12 months after release. Microsoft could not do anything about it. Sony has the first dibs in the first 12 months. They just got Deathloop at the very end just before that clause was ending to maximize the game's sales and to also nullify Microsoft's thunder because the game joined Game Pass and PS+ at roughly the same time.
 
ToadMan said:
And people keep bringing up Meta-Within but its not comparable to MS-ABK in scale or illegitimacy of business practice.
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Also Federal judge in that case agreed with their take that an emerging market can have monopolies formed in it, despite ultimately ruling against them.

Which will be useful when they try to make a case re: MSFT's cloud streaming business.

 
From afar it looks like the US regulatory system is set up to fail hard, and to promote dystopian mega corps.

How do you prevent illegal anti competitive moves from these companies without it being supported mostly on theory and past case studies?
 
pasterpl said:
Yes, I have read it and understood it. It is you have stated that;

https://www.prnewswire.com/news-rel...in-ftc-challenge-of-grail-deal-301616612.html they have lost 2 cases last year in their own administrative court with their own ALJ. Yes, they can appeal, but they don't have 100% record with their own ALJs.

https://uk.finance.yahoo.com/news/administrative-law-judge-dismisses-ftc-214200502.html

Also

https://www.reuters.com/markets/dea...eta-over-within-deal-adjudication-2023-02-10/

So please stop making FTC some sort of unbeatable entity. They have got a track record of losing cases.

We also have got this brewing
https://www.bakerbotts.com/thought-...urt-questions-the-ftcs-administrative-process
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And on appeal were those administrative court cases found in favor of the FTC?
 
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Thirty7ven said:
From afar it looks like the US regulatory system is set up to fail hard, and to promote dystopian mega corps.

How do you prevent illegal anti competitive moves from these companies without it being supported mostly on theory and past case studies?
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The judiciary in the US is heavily politicised…

But as a fan of dystopian future settings, I'm happy with the outcomes mostly anyway 🤣
 
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Heisenberg007 said:
By the way, Sony could have it on PS+ anytime after the game released, up to 12 months after release. Microsoft could not do anything about it. Sony has the first dibs in the first 12 months. They just got Deathloop at the very end just before that clause was ending to maximize the game's sales and to also nullify Microsoft's thunder because the game joined Game Pass and PS+ at roughly the same time.
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Yeah, it's basically first rights and matching but obviously Bethesda would have to agree to the fee that Sony will pay but think Bethesda just wouldn't have that conversation with Sony until the 12 months are coming up to the end.
 
DenchDeckard said:
Gonna be crazy boring when this doesn't go through and there's nothing else to talk about......hopefully some games get announced for us to fill the front page with.
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I expect we will see a resurgence of SSD performance comparisons and tools at that point…. ;)

I'm stocked up with popcorn for the next year … I'm ready for anything…
 
reksveks said:
Anyone want to get around the paywall?

www.streetinsider.com

Deutsche Bank Upgrades Activision Blizzard (ATVI) to Buy 'Amid Fundamental Resurgence'

(Updated - February 16, 2023 6:08 AM EST) Deutsche Bank analyst Benjamin Soff upgraded Activision Blizzard (NASDAQ: ATVI) from Hold to Buy with a price target of $90.00 (from $83.00).The...
www.streetinsider.com www.streetinsider.com
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Deutsche Bank analyst Benjamin Soff upgraded Activision Blizzard (NASDAQ: ATVI) from Hold to Buy with a price target of $90.00 (from $83.00).

The analyst comments "We believe Activision Blizzard has the highest concentration of " must-have" content across the sector, which puts the company in a unique position to navigate challenging macroeconomic trends that are impacting the industry. December quarter results for the major US video game publishers demonstrated that, across the industry, (1) consumer spending patterns are getting weaker overall, and (2) users are increasingly gravitating towards the biggest franchises and the most well known IP (at the expense of smaller, more casual titles). While these trends weighed on results for many major video game publishers this past quarter, Activision's business generated robust growth (43% y/y), and gained market share within the gaming industry. Consumers may be getting more selective,but they are still engaging with, and investing in, ATVI's core franchises at a high rate. This helps insulate the business from macro headwinds going forward."


For an analyst ratings summary and ratings history on Activision Blizzard click here. For more ratings news on Activision Blizzard click here.

Shares of Activision Blizzard closed at $77.70 yesterday.
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reksveks said:
I suspect Google is one, and then unsure about the other one. Potentially Nvidia but may have been a smaller cloud streaming service.
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Perhaps Amazon. Cloud gaming seems to be a crucial point of contention.

splattered said:
Three game companies that did not attempt to buy Activision but surely would have if they could have afforded it :p
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And Microsoft would then, in turn, be one of those companies expressing concern.
 
Topher said:
Perhaps Amazon. Cloud gaming seems to be a crucial point of contention.
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Amazon may make the most sense.

I think there is at three cloud streaming (out of the six calls). Google, Nvidia and one other.

If it was Amazon, maybe the CMA didn't ask/call the smaller providers.

Does make sense given the concern around cloud streaming in the PF.
 
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Pelta88 said:
Sounds like a sentence lifted directly from resetera's copium thread. I'm surprised @feynoob didn't quote it directly.
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Sounds like a butthurt little fanboy who can't handle even the mildest suggestion--from someone who generally thinks the deal won't go through--that Khan may have flubbed a few things herself...and not just in relation to this deal (make sure you read that...that's why I bolded it).

You think office politics at the FTC changes the EU and CMA's findings, you're mistaken.
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I don't consider the FTC Commissioner resigning and posting an op-ed about how Khan has no respect for the rule of law to be office politics; office politics would have been staying in the role and leaking to the media. Your attempt to marginalize it like that shows your hand. But even beyond that, I also clearly remember saying it's not a silver bullet; however, in my opinion, it becomes valuable if or when it's time for MS to appeal a ruling. If they don't decide to just walk away altogether because of Phil's poor handling of this acquisition.

I know Khan's hairstyle and political viewpoint are a factor on era, outside of that bubble those things are non factors.
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Wish I knew what you were referring to but I don't read ResetEra...or visit it voyeur-style like many of the weirdos on this site that proclaim to hate it...but sure do spend an awful lot of time discussing it.
 
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I don't think sony or PlayStation players (or the majority of players) cares about cloud and subscriptions....why the cma thinks otherwise? Is or not the future?
 
nikolino840 said:
I don't think sony or PlayStation players (or the majority of players) cares about cloud and subscriptions....why the cma thinks otherwise? Is or not the future?
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Because the CMA doesn't only think of this decision based on its impact on Sony or PS players. It also looks at the entire market and the future potential monopolies and anti-consumer practices.
 
Topher said:
No idea. Sometimes the offending post gets deleted. Either way, the guy already had a perm warning.
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I dislike how this site has fallen back to little to no transparency on bans. If he did something egregious enough to get permed, it should be noted with evidence.

This was one of the things that was handled really well after the shake up, but we seem to have fallen back to some bad patterns.

We should not be so quick to celebrate bans of this type.
 
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Hendrick's said:
I dislike how this site has fallen back to little to no transparency on bans. If he did something egregious enough to get permed, it should be noted with evidence. This was one of the things that was handled really well after the shake up, but we seem to have fallen back to some bad patterns.
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Oof. I can smell my second victim already
 
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Hendrick's said:
I dislike how this site has fallen back to little to no transparency on bans. If he did something egregious enough to get permed, it should be noted with evidence.

This was one of the things that was handled really well after the shake up, but we seem to have fallen back to some bad patterns.

We should not be so quick to celebrate bans of this type.
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I understand what you are saying, but at the same time, when it comes to a sarcastic prick like Kagey, I say good riddance.
 
Hendrick's said:
I dislike how this site has fallen back to little to no transparency on bans. If he did something egregious enough to get permed, it should be noted with evidence.

This was one of the things that was handled really well after the shake up, but we seem to have fallen back to some bad patterns.

We should not be so quick to celebrate bans of this type.
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It was likely for the stupid shit stirring persecution complex in the PS+ February games announcement.
 
Heisenberg007 said:
Because the CMA doesn't only think of this decision based on its impact on Sony or PS players. It also looks at the entire market and the future potential monopolies and anti-consumer practices.
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But on internet only xbox players are more happy with cloud and gamepass..the most discussions are with PlayStation players that want owning the game on disc and not rent a game... and companies? Is even impossibile for epic to create a shop bc they want only steam so i don't think players on PC cares either if "no other companies and only microsoft" can make clouds and subs. services

So I was thinking if the cma knows about that pessimism around cloud and subs.
 
Ass of Can Whooping said:
I'm here to stay. If you want to take me down you'll need to become a warrior yourself.

Prove your worth by bait banning some of the peons here and I might accept the challenge.
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Call me a doo-gooding hippie, but why can't we just enjoy gaming?

There are other forums for hifi, tvs, cameras and many more where people are nice to each other. Sure people have their favorites too, but there are no sickos trying to 24/7 spoil people's enjoyment. Here we got fake concerning, over-celebraiting, emote-spamming, downplaying and what ever just to make people mad. Sad.
 
mrmustard said:
Call me a doo-gooding hippie, but why can't we just enjoy gaming?

There are other forums for hifi, tvs, cameras and many more where people are nice to each other. Sure people have their favorites too, but there are no sickos trying to 24/7 spoil people's enjoyment. Here we got fake concerning, over-celebraiting, emote-spamming, downplaying and what ever just to make people mad. Sad.
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Gaming is about ensuring your enemies don't enjoy gaming
 
Chiggs said:
Sounds like a butthurt little fanboy who can't handle even the mildest suggestion--from someone who generally thinks the deal won't go through--that Khan may have flubbed a few things herself
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Do you realize that none of what you posted changes the fact that the shift in focus from the acquisition to Lena Khan, is a resetera cope strategy.

They went from "The deal is sailing through" in 2022 to "Look at her Khan's hair style and politics" in 2023. The focus on Khan is an Idas and Hoe law narrative. A narrative lifted directly from era and something many on neogaf / in this thread, have been calling out since this thread's creation.
 
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mrmustard said:
Call me a doo-gooding hippie, but why can't we just enjoy gaming?

There are other forums for hifi, tvs, cameras and many more where people are nice to each other. Sure people have their favorites too, but there are no sickos trying to 24/7 spoil people's enjoyment. Here we got fake concerning, over-celebraiting, emote-spamming, downplaying and what ever just to make people mad. Sad.
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We can enjoy gaming. Some people just get way too emotionally invested in this discussion. It's business. Treat it as such.

As far as how people act there's not much to be done. We are in the era where people would rather shout over each other than to listen. They already have their mind made up and just want to vent. Games get overrated because it's more about the optics, team sports, and making sure your ecosystem does not look weak. Fixing that is...difficult to say the least.
 
Pelta88 said:
Do you realize that none of what you posted changes the fact that the shift in focus from the acquisition to Lena Khan, is a resetera cope strategy.

They went from "The deal is sailing through" in 2022 to "Look at her Khan's hair style and politics" in 2023. The focus on Khan is an Idas and Hoe law narrative. A narrative lifted directly from era and something many on neogaf / in this thread, have been calling out since this thread's creation.
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Hey, man, I'm sure there are a ton of armchair analysts who have misjudged the entire thing.

Hell, I'll admit I was one of them to an extent, but please be easy on me: who could have known Phil would be this fucking inept at being a leader? Every time he opened his mouth and spoke about Sony, I swear to God the probability of it going through dropped 10%.

All I'm saying is that Khan isn't without her issues here. And they're readily apparent to anyone with 10 minutes and access to Google.
 
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Pelta88 said:
Do you realize that none of what you posted changes the fact that the shift in focus from the acquisition to Lena Khan, is a resetera cope strategy.

They went from "The deal is sailing through" in 2022 to "Look at her Khan's hair style and politics" in 2023. The focus on Khan is an Idas and Hoe law narrative. A narrative lifted directly from era and something many on neogaf / in this thread, have been calling out since this thread's creation.
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I think you credit Ree which too much influence. They're puppets too, just regurgitating what they get from various media sources which in turn are funded by the same corporations who stand to gain from a toothless set of government agencies.

The war between public and vested interests stretches way beyond this acquisition - this is just a battleground right now.


reksveks said:
New Microsoft filing

[/URL][/URL][/URL]

Haven't gone through it but alot of random articles/sony slides in it to try and justify the subpoena.

Still haven't seen the judge making any orders.
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Who's alt wrote this on page 1 then?

"
SIE has unleashed its executives and high-priced economists to petition the Commission, as well as regulators around the world, to block the transaction.
"

It was only missing some "!!!11!11!1!1!!1!1!!!!11" and a gif and it would be worthy of a suicide thread here.

Actually quite a lot of that looks straight off the pages of this thread on first read through …

<munching_popcorn.gif>
 
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