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80. Re: Vivendi Seeking Activision Buyers Jul 12, 2012, 11:46 Beamer
 
Prez wrote on Jul 12, 2012, 09:06:
Krovven wrote on Jul 12, 2012, 04:34:
wtf_man wrote on Jul 11, 2012, 20:59:
I said WoW and probably COD... two of their major cash cows, are on a downward trend.

Again, try reading their financial reports, you are wrong. They made 1 billion in profits in 2011 over 416mil in 2010, with WoW and CoD being their main earners. This is fact. This is not debatable. This is not opinion. It's that simple.


He can't be wrong because he's not even arguing the same point you are. He's talking about the economic phenomenon widely known as "the bubble". The trick is to gauge when the bubble may burst and sell while the numbers are still great. Vivendi has already seen this once with Guitar Hero, so likely they are more aware of it than most.

There's absolutely no bubble, because a bubble requires an incorrect inflation. Nothing was ever inflated.
That's a minor point, though. Bubbles burst, but crashes happen regardless of whether they're attached to a bubble or not. So this not being a bubble doesn't mean it can't crash, but to call it a bubble would be incorrect (however, mobile games are starting to look like a bubble.)

I can't imagine a crash coming. A crash means an industry in ruins. There is likely to be a major pricing recorrection coming, and business models are going to fundamentally change, but that doesn't mean there will be a crash with virtually every player exiting the industry and people jumping out of windows.
 
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