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.
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.
Lawyer streaming channels with their live commentary go vroooooommm.
Zoom and not Teams? Microsoft can't catch a break.
I want full on body language experts.
Most probably, yeah, those will be blocked as well.I think the deal being blocked raises some questions worth thinking about. It wasn't blocked on console concerns, but cloud concerns. So what does that mean for Microsoft? Would the CMA have a similar concern to something like EA? T2? Probably not, but still something to ponder.
They will, but they won't be much of a concern. Sony has a 20% share in the UK cloud gaming market.Would cloud concerns also apply to Sony or is Microsoft's position much more unique? Would it apply to any other company, really?
The line. Unpopular guess, but if MS were to acquire Zenimax today, CMA might have even blocked that one.As far as console concerns, where is the CMA's line? They nearly blocked it when they had data showing it would be very damaging to competitors, but additional data removed that concern.
What would it take for the CMA to block an acquisition, based on console concerns, if a console manufacturer that is highly competitive in the US and UK wasn't going to be denied buying ABK?
Most probably, yeah, those will be blocked as well.
They will, but they won't be much of a concern. Sony has a 20% share in the UK cloud gaming market.
The line. Unpopular guess, but if MS were to acquire Zenimax today, CMA might have even blocked that one.
In 2021, xCloud had a 20% market share in the UK cloud gaming market. In 2022, it jumped up to 70%. When the CMA analyzed Zenimax's acquisition, Xbox wasn't dominating the UK Cloud market.
Xbox will have a tough time getting anything even remotely substantial through the CMA going forward. And I'm all for it.
Just my 2 cents though. Nobody knows what's gonna happen.
More or less. I think they'd go with their pre-2020 run anyway -- considering the declining state of the Xbox division and the rise of AI as a potential, more profitable investment opportunity.So from your thinking here, if accurate, that would mean that Microsoft might have to make a choice? On either abandoning the cloud market in order to acquire big companies to compete elsewhere, or build up through much smaller acquisitions, like their pre-2020 run, and stay in both?
If they separate Xcloud into its own pay tier that alleviates a lot of the issue. MS cloud dominance is because cloud gaming is attached to Gamepass.More or less. I think they'd go with their pre-2020 run anyway -- considering the declining state of the Xbox division and the rise of AI as a potential, more profitable investment opportunity.
But I think they might also work towards separating xCloud with GPU after a while and change the structure of their cloud gaming market share that way.
It's also because they have the infrastructure and don't need to rent.If they separate Xcloud into its own pay tier that alleviates a lot of the issue. MS cloud dominance is because cloud gaming is attached to Gamepass.
ReadGHG ’s post again
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
They won'tIf 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
At least those guys are not useless.
A company that has always had that mission dynamic at its core? Down to EEE. Color me shocked!At least those guys are not useless.
This is fun for ftc.
It's why it's important to not allow them this kind of power.A company that has always had that mission dynamic at its core? Down to EEE. Color me shocked!
If they are done on internal company emails, they can be.But are these talks from execs taken seriously in court?
Yep this has always been how Ms acts...But they always pretend to be the good hollier than thou guys....A company that has always had that mission dynamic at its core? Down to EEE. Color me shocked!
Paging their paid politicians that like to crop up with their bullshittery, where you at?
Yes. They have intent and could be used as evidence.But are these talks from execs taken seriously in court?
They don't win PR awards for nothing.Yep this has always been how Ms acts...But they always pretend to be the good hollier than thou guys....
Why email this to anyone LMAO this email might fuck the whole thing.Matt Booty right now like...
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If this is true, it's a wrap for this acquisition.
The train doesn't stop.
Yep, let's remember that it comes from a company that cried that sony was belittling competition and doing discreet deals....It's crazy how everything they complain about is applying even moreso to them.They don't win PR awards for nothing.
But are these talks from execs taken seriously in court?
If they are done on internal company emails, they can be.
Yes. They have intent and could be used as evidence.
Just like the political arena. Gaslighting and projection.Yep, let's remember that it comes from a company that cried that sony was belittling competition and doing discreet deals....It's crazy how everything they complain about is applying even moreso to them.
- In legal documents, Microsoft characterized the email as an "internal exchange" that should remain sealed; a Microsoft rep declined to comment further.
I think the deal being blocked raises some questions worth thinking about. It wasn't blocked on console concerns, but cloud concerns. So what does that mean for Microsoft? Would the CMA have a similar concern to something like EA? T2? Probably not, but still something to ponder.
Would cloud concerns also apply to Sony or is Microsoft's position much more unique? Would it apply to any other company, really?
As far as console concerns, where is the CMA's line? They nearly blocked it when they had data showing it would be very damaging to competitors, but additional data removed that concern.
What would it take for the CMA to block an acquisition, based on console concerns, if a console manufacturer that is highly competitive in the US and UK wasn't going to be denied buying ABK?
Speed and coverage is actually improving rapidly but that isn't really the issue. There are no local Microsoft servers in our Datacentres, they have made commitments to build some here but the priority is Azure and other services.Because internet speed and coverage is never going to improve over there, its going to remain fixed until the end of times, right?
Remember when it was viewed as a bad thing when Jim Ryan wanted to end this deal?I'm pretty sure the same people will have no problem with Ms wanting to put Sony out of business.When it is magnitudes way worse but as always it will be brushed like nothing.Just like the political arena. Gaslighting and projection.
They operate the same.