Bernardougf
Member
Yeah.. but if australia/nz approve the deal.. just wait for the twitter pr lead by lulu start spamming the good news as one more country joins in the aproov3d bandwagon!
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Microsoft / Activision Deal Approval Watch |OT| (MS/ABK close)
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poppabk
Cheeks Spread for Digital Only Future
To make a game as good as CoD, I think that is possible for Sony. To make a game that sells as well as CoD does currently - not a chance in hell. To make a game that sells as well as an Xbox exclusive CoD - definitely possible.
Corrik
Member
This is still not accurate. It is $82 right now with the idea that being invested will get you $95 paid out when the deal is consummated. If the deal falls apart, the stock will recede. The question is, how much? How many people already bailed on the pay out? And how many are riding it out in hopes it pans out?
The initial belief was that Microsoft actually overpaid for ABK with what they offered. Is ABK in a better position now? Probably. But, they aren't in as good a position as you are portraying either because you are taking into account a premerger bubble that will pop if the deal falls through.
While a good Diablo release is good for ABK, a single brand damaging misfire on CoD could also be devastating to the company also. This creates a situation that makes their stock vulnerable. Also, if the reasoning to the merger failed looks like it makes the company relatively unsellable or not attractive to pursue, this will negatively affect stock value as well.
In either case, the numbers being floated here for price / share if renegotiated are way higher than what is realistic.
MasterCornholio
Member
Is the deal back on again......... I can't keep up.
I don't believe they had the shareholder meeting yet but I could be wrong.
Clintizzle
Lord of Edge.
Apparently a country of 5 million (NZ) people with the majority of them not having the network infastructive to play cloud games for a long while should be concerned XCloud will foreclose Sony and Nvidia. Absolutely embarrassing.
To be fair our internet services are at least better than Australia
To be fair our internet services are at least better than Australia
DarkBatman
SBI’s Employee of the Year
But if that country had waved the deal through without any complaints, people on Twitter would have hailed it as a clear success, underscoring that another country of five million people is in favor of this merger.Apparently a country of 5 million (NZ) people with the majority of them not having the network infastructive to play cloud games for a long while should be concerned XCloud will foreclose Sony and Nvidia. Absolutely embarrassing.
To be fair our internet services are at least better than Australia
POKEYCLYDE
Member
Roughly a 50% premium on a stock price that is being inflated due to the possibility of a $95 share buy out?
The only reason why Microsoft is paying a 45% premium at the moment is because ATVI stock was so low at the time. The buyout price needed to get shareholder approval, that's the reason for that high premium.
IF a renegotiation has to be brought before shareholders for approval, you will not see the same 45-50% premium.
Ar¢tos
Member
Because internet speed and coverage is never going to improve over there, its going to remain fixed until the end of times, right?Apparently a country of 5 million (NZ) people with the majority of them not having the network infastructive to play cloud games for a long while should be concerned XCloud will foreclose Sony and Nvidia. Absolutely embarrassing.
To be fair our internet services are at least better than Australia
Zathalus
Member
What? The Shield is nowhere near the level of a GeForce 950. The Shield is 256 shader cores at 1267Mhz which comes to 648 GFLOPs, fed by 25GB/s memory. The 950 is 768 shader cores at 1188Mhz which comes to 1825 GLOPs, fed by 105.8 GB/s memory. It's over 3x as fast. The equivalent PC GPU would be a 270 from 15 years ago, heck onboard Vega graphics are faster.
The Snapdragon 845 from 5 years ago marches and exceeds the Tegra X1 on every metric. The Tegra X1 is nearing 8 years old already, it is far from cutting edge anymore. My iPhone blows the shit out of the Tegra when it comes to sustained performance.
Topher
Identifies as young
Still a chance it goes through.
PaintTinJr
Member
I said "Laptop" GTX 950, not a SC Desktop version. and mobile phones aren't actively cooled, so operating temperatures limit sustained performance. The shield being actively cooled and mains powered is in a completely different league, like a laptop GTX 950 would.
Just because the tegraX1 is 8years old has no bearing on its technical comparison to low power, cutdown, passively cooled smartphone chipsets. TegraX1 is still maxwell desktop silicon running in a shield, not super low power settings of Switch maxwell desktop silicon.
Your iPhone maybe does blow it out the water, but then without knowing the model, we won't know if it is actually doing full precision floating calculations to match TegraX1 exactly for workloads, many smartphones still cheat with lower precision integer based calculations in graphics, as was the reasoning for an Opengl ES to begin with back in the day, but the need for the Switch to surpass and port the AMD GPU solutions for the WiiU, means it isn't cheating when it comes to zbuffering, etc.
Thirty7ven
Banned
Coalition of the willing
DeepEnigma
Gold Member
See that. Cloud gaming is a thing and their end game is to make it "the thing."
Amazing how it's a thing when it's perceived positive For The Brand™, but it's not a thing when concerns arise from regulators.
I wonder why that is?
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Zathalus
Member
The laptop 950 is within spitting distance of the desktop version so the point still stands. Still the same 768 shader cores. Anyway it's a low end laptop card that launched over 7 years ago and is still several times faster.
The Tegra X1 is such a low bar to clear these days. We have benchmarks of it vs the ancient Snapdragon 845 and the Snapdragon comes out on top.
James Sawyer Ford
Member
Read
GHG
’s post againActivision’s stock price is now trading with high volatility, meaning it’s unanchored to Microsoft’s deal. The market is pricing in that the deal will fail and it’s current price reflects true market value
So yes. If the deadline expires MS will need to renegotiate a much higher price should they want to continue battling it out in the courts
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hahaha lulu cares for us aussies yay.
just went and checked aus prices for activision games, nope lulu don't care enough to remove her fist from my ass until she's sure I got no more cash hiding up there.
But that's another issue for another day, although it would be a prime opportunity for the gov to get microsoft to fix their software prices here. For at least 10 years anyway
DeepEnigma
Gold Member
Island nations not taking any BS.
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Giving acess to a billion dollar worth catalogue to small companies is bad?
DeepEnigma
Gold Member
DarkBatman
SBI’s Employee of the Year
First of all, it has to be said that Microsoft only started these deals when the merger wasn't just waved through with ease.
Next, it's also important to note that these deals appear to have had some lucrative $ perks for MS. Of course, it is still attractive for small companies, but there is already a certain insidiousness here.
Finally, I have to ask: What is stopping MS and Activision from offering such deals to small companies without an acquisition?
Corrik
Member
The market is pricing in the likelihood it will or won't fail. You can look at the 6 month graph and it reads exactly as you would expect. When reports came out that CMA dropped the console SLC the stock skyrockets to like 87. When CMA blocks, the stocket plummets immediately down to like 77 or something. As Microsoft has committed to getting the deal done and it has looked possible they will get it done, ATVI has risen slowly but steadily all the way back up to 82 over the past month and a half.Read
Activision’s stock price is now trading with high volatility, meaning it’s unanchored to Microsoft’s deal. The market is pricing in that the deal will fail and it’s current price reflects true market value
So yes. If the deadline expires MS will need to renegotiate a much higher price should they want to continue battling it out in the courts
Boosteroid and others who got themnVidia... a small company?
Thirty7ven
Banned
When these bit players who have no future can’t even get a cut from revenue created on their platforms?
You’re basically letting MS define the market, and pricing. Letting these cunts pick winners and losers.
Also doesn’t help that MS only rushed to these deals after facing regulatory scrutiny which was something MS and their minions thought would NOT happen.
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POKEYCLYDE
Member
Even if the $80 price share is not connected to the deal, Microsoft will not pay a 45-50% premium for Activision in a renegotiation. My assumption would be 30% premium on the $80 share price, bringing the buyout to $105/per share roughly.Read
Activision’s stock price is now trading with high volatility, meaning it’s unanchored to Microsoft’s deal. The market is pricing in that the deal will fail and it’s current price reflects true market value
So yes. If the deadline expires MS will need to renegotiate a much higher price should they want to continue battling it out in the courts
Pelta88
Member
Microsoft/Activision Blizzard Merger Raises Cloud Gaming Concerns for New Zealand Regulator
The New Zealand regulator (Commerce Commission) has published a Statement of Issues document on the Microsoft/Activision Blizzard merger.
wccftech.com
DeepEnigma
Gold Member
Ah yes, the win for
Activision is free to offer those same deals.
Topher
Identifies as young
That was a pivotal moment, to me, showing the lengths some will go to make this deal happen. It would be funny if it wasn't so cringe.
X-Wing
Member
They will make no money out of it as of Microsoft contract, so they will forever be small and never be able to really be competitors to Microsoft. And in 10 years Microsoft just takes the content away from them altogether.
DeepEnigma
Gold Member
And buys them out.
X-Wing
Member
Likely
Heisenberg007
Gold Journalism
Boosteroid? The same Boosteroid that already has plenty of Activision-Blizzard-King games on its cloud service? That Boosteroid?
Heisenberg007
Gold Journalism
New Zealand is closed for business!Microsoft/Activision Blizzard Merger Raises Cloud Gaming Concerns for New Zealand Regulator
The New Zealand regulator (Commerce Commission) has published a Statement of Issues document on the Microsoft/Activision Blizzard merger.
DeepEnigma
Gold Member
They even have Sony games.Boosteroid? The same Boosteroid that already has plenty of Activision-Blizzard-King games on its cloud service? That Boosteroid?
Thirty7ven
Banned
Well if MS can get away with ABK then all bets are off.
mansoor1980
Gold Member
Topher
Identifies as young
Boosteroid? The same Boosteroid that already has plenty of Activision-Blizzard-King games on its cloud service? That Boosteroid?
And didn't Activision claim they wouldn't put their games on cloud services unless acquired by Microsoft?
Thirty7ven
Banned
But EU said that if not for the remedies...
harry mason 1989
Banned
If this deal gets blocked It means bye bye for third party publishers acquisitions
But if it gets approved then ms will buy ea
Ubisoft ect
But if it gets approved then ms will buy ea
Ubisoft ect
MasterCornholio
Member
Not exactly. Smaller 3rd party publishers can still be bought like Zenimax was.
James Sawyer Ford
Member
I’m not saying they will.
It depends on how much they want the deal to close if this drags on beyond the extension
Alex Scott
Member
Zenimax is a small 3rd party publisher?
MasterCornholio
Member
I said smaller. Obviously nothing as large as ABK.
RedC
Gold Member
Not necessarily.
Despite the fact Microsoft is a zillion-dollar behemoth, it can still quantify Xbox as an underdog in several gaming markets relative to Playstation, Nintendo, Steam, Android, and IOS.
Sony on the other hand may have trouble acquiring publishers and/or studios in the future due to the FTC creating a "high-performance console market" that only includes Playstation and Xbox and Playstation dominates.
Thirty7ven
Banned
Boring.
Userbase split in the US for example isn’t a problem, it’s a competitive market which means if it’s ok for MS then it’s ok for Sony.
EU? They would have a problem with say a FIFA, sure. Can’t see much else. Also according to their reasoning even if COD and all those ABK games were to go exclusive it wouldn’t have much impact in the market so… if you think Sony buying a company half the size of ABK with no annual IPs the size of COD would be a problem, you haven’t been paying attention. If FTC convince the courts of what you say then the MS ABK merger will be blocked.
Problem acquiring studios? Lmao
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Thirty7ven
Banned
There were theories around MS artificially holding back Series stock and production to trick regulators. The merger was also supposed to have been cleared by now if the CMA hadn’t moved to block it. Did these theories gain strength with Phil Spencer announcing the shortages were over during the showcase?
The timeline is suspicious.
The timeline is suspicious.
LordCBH
Member
Are the shortages really over though? Most stores still say out of stock for me and Amazon can’t even commit a delivery date for the one I ordered last week.
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