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

Do you believe the deal will be approved?


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Millie A is one of the worst "insiders" out there, Shpeshal Nick has more credibility than her

She did lose credibility claiming there was going to be a GOWR documentary and SSM debunked her in her own tweet, so i've been suspicious of her leaks ever since. Hit and miss I guess.

She almost went full Roberto Serrano at one point, never go full Roberto Serrano...you don't buy that? ask SpeshalNick.
 
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Topher

Identifies as young
She did lose credibility claiming there was going to be a GOWR documenter and SSM debunked her in her own tweet, so i've been suspicious of her leaks ever since. Hit and miss I guess.

She almost went full Roberto Serrano at one point, never go full Roberto Serrano...you don't buy that? ask SpeshalNick.

Think that was the only time she has been wrong really. Of course, she isn't one to post a lot of info like a Henderson. She is much more reserved. But she should never be compared to Nick.
 

Rac3r

Member
I'm out of the loop so sorry if this has been asked/answered.

I'm seeing a lot of people on twitter suggest that MS can close without the UK (box them out). Doesn't the merger agreement require clearance in the US, UK, and EU? In other words, Microsoft has to win an appeal with the CAT, then hope the CMA reverses their decision, otherwise they can't move forward. How can they (hypothetically) pull out of the UK if the terms aren't met (UK doesn't approve) and the agreement is nullified?
 
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Banjo64

cumsessed
I'm out of the loop so sorry if this has been asked/answered.

I'm seeing a lot of people on twitter suggest that MS can close without the UK (box them out). Doesn't the merger agreement require clearance in the US, UK, and EU? In other words, Microsoft has to win an appeal with the CAT, then hope the CMA reverses their decision, otherwise they can't move forward. How can they (hypothetically) pull out of the UK if the terms aren't met (UK doesn't approve) and the agreement is nullified?
You’re not out of the loop.

You’re witnessing a bunch of imbeciles being allowed to use the internet.

Your take is bang on.
 

PaintTinJr

Member
Hopefully this deal will be dead in July
I'm still hopeful it will be dead sooner than that.

I assume to inform/ballot ATVI and MSFT shareholders about an extension to the July date, both companies will need a month or more for that machinery to do its job, and at the point MSFT say they need an extension to ATVI, I assume ATVI can collected their $3b as MSFT are admitting the merger has failed if requesting an extension, and ATVI probably wouldn't have to entertain the idea of an extension, could then walk away and start meeting the renegotiation terms of their CoD marketing deal with PlayStation.
 
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Think that was the only time she has been wrong really. Of course, she isn't one to post a lot of info like a Henderson. She is much more reserved. But she should never be compared to Nick.
She claimed Sony would be showing Spider-man 2 gameplay last year around September, which we know turned out to be false.

Then there were those "reviews" from GOWR before it was released, which sounded like she made up from the top of her head lol

Then she'll post information which is virtually unverifiable and can be based on just well informed speculation and guesswork, like today's information about Jim Ryan's plans and Sony's internal memos. Then at some point last year she claimed Sony were holding off on doing a showcase because of the CMA's investigation into the Microsoft acquisition.

There's a few other things as well, but it'll take a while to dig up.
 

Kilau

Member
Seeing so many “1,000 pages” posts when you are a 500 posts per page Chad.

Man Body GIF


Page 100 is here.
 

Ogbert

Member
I'm out of the loop so sorry if this has been asked/answered.

I'm seeing a lot of people on twitter suggest that MS can close without the UK (box them out). Doesn't the merger agreement require clearance in the US, UK, and EU? In other words, Microsoft has to win an appeal with the CAT, then hope the CMA reverses their decision, otherwise they can't move forward. How can they (hypothetically) pull out of the UK if the terms aren't met (UK doesn't approve) and the agreement is nullified?
They would have to go through an incredibly expensive and drawn out process of establishing a subsidiary business in the UK and providing their existing services through that new entity, whilst offering a non ABK version of Gamepass to UK consumers. They would have to crack open the deal with ABK to accommodate the changes. Every existing contract with UK business and consumers would have to be grandfathered into a new one, with this new entity.

It’s not that it’s not possible (companies do this sort of stuff all the time, on a smaller scale, for tax reasons). Rather that it would be so difficult as to scupper the whole deal.
 

PaintTinJr

Member
They would have to go through an incredibly expensive and drawn out process of establishing a subsidiary business in the UK and providing their existing services through that new entity, whilst offering a non ABK version of Gamepass to UK consumers. They would have to crack open the deal with ABK to accommodate the changes. Every existing contract with UK business and consumers would have to be grandfathered into a new one, with this new entity.

It’s not that it’s not possible (companies do this sort of stuff all the time, on a smaller scale, for tax reasons). Rather that it would be so difficult as to scupper the whole deal.
The third party ownership block by the CMA means they can't do that either.
 

Topher

Identifies as young
She claimed Sony would be showing Spider-man 2 gameplay last year around September, which we know turned out to be false.

Then there were those "reviews" from GOWR before it was released, which sounded like she made up from the top of her head lol

Then she'll post information which is virtually unverifiable and can be based on just well informed speculation and guesswork, like today's information about Jim Ryan's plans and Sony's internal memos. Then at some point last year she claimed Sony were holding off on doing a showcase because of the CMA's investigation into the Microsoft acquisition.

There's a few other things as well, but it'll take a while to dig up.

That showcase was widely reported by a number of people and likely where the Spider-man 2 gameplay was to be shown.

She correctly revealed Wolverine before anyone. Still to be seen if she is right about Bluepoint's two games.
 

Dick Jones

Banned
That showcase was widely reported by a number of people and likely where the Spider-man 2 gameplay was to be shown.

She correctly revealed Wolverine before anyone. Still to be seen if she is right about Bluepoint's two games.


davidjaffe davidjaffe leaked it first. An utter shit tweet with BU and B capitalised.

A small riddle but BUB is only one man, Logan
 
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Pelta88

Member
Jaffe is a clout chaser. So much so that I'd rather have Jez make up some bullshit and listen to that instead.

He seems desperate for attention. Truly repulsive to me as a person. "Look at me, please" Energy.
 

Topher

Identifies as young
There is a <5% chance, at the absolute best, that this goes through.

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.
 

GHG

Gold Member




Yeah let’s let these fuckos run the whole show why not


I can see it now:

"We’re not in the business of out-consoling Sony or out-consoling Nintendo. There isn’t really a great solution for us. I'm just going to say, there's not a win for Xbox in staying in the wake of somebody else. We have to go off and do our own thing, we need to make the stock go higher by purchasing the top publishers in the industry allowing us ingest their revenues and profits without innovating or contributing anything new."
 
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PaintTinJr

Member
There is a <5% chance, at the absolute best, that this goes through.
I think that's a fair estimate.

Just saying the appeal attempt to send it back to the CMA is 50:50 at best (x0.5)
and then the odds of the CMA overturning the remedies in favour of the deal is 10:1 at best(x0.1)
gets you your 5% chance, assuming the gamers lawsuit, china approval and FTC legal action are all 0% chance of blocking the deal

More realistically, I would say there is a 10:1 chance the Appeal gets dealt with before July or that ATVI extends long enough for the appeal to happen (x0.1)

At the CAT appeal I think there is a 10:1 chance the appeal succeeds and sends it back to the CMA (x0.1)

Then I think there is a 10:1 chance the CMA would drop the remedies(x0.1)

I then think there is a 1:10 chance the FTC block the deal if the CMA approves (x0.9)
I then think there is a 1:10 chance the China regulator blocks the deal (x0.9)
I then think there is a 1:10 chance the gamers lawsuit blocks or delays the deal with litigation if the CMA approves(x0.9)

= 0.000729 or

0.0729% as a percentage of success
which by comparison to a 1000:1 chance of the UK government overruling the CMA (x0.001)
then factoring in the other US/China potential stumbling blocks
=0.729% chance.
 

Astray

Member
I think that's a fair estimate.

Just saying the appeal attempt to send it back to the CMA is 50:50 at best (x0.5)
and then the odds of the CMA overturning the remedies in favour of the deal is 10:1 at best(x0.1)
gets you your 5% chance, assuming the gamers lawsuit, china approval and FTC legal action are all 0% chance of blocking the deal

More realistically, I would say there is a 10:1 chance the Appeal gets dealt with before July or that ATVI extends long enough for the appeal to happen (x0.1)

At the CAT appeal I think there is a 10:1 chance the appeal succeeds and sends it back to the CMA (x0.1)

Then I think there is a 10:1 chance the CMA would drop the remedies(x0.1)

I then think there is a 1:10 chance the FTC block the deal if the CMA approves (x0.9)
I then think there is a 1:10 chance the China regulator blocks the deal (x0.9)
I then think there is a 1:10 chance the gamers lawsuit blocks or delays the deal with litigation if the CMA approves(x0.9)

= 0.000729 or

0.0729% as a percentage of success
which by comparison to a 1000:1 chance of the UK government overruling the CMA (x0.001)
then factoring in the other US/China potential stumbling blocks
=0.729% chance.
Jim Ryan rn

 
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