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31. Re: EA Partners to Close? Apr 26, 2013, 07:30 NewMaxx
As for all this going private talk and I've said in other threads here, the console gaming industry is getting hit hard. The implication is that the big players want out, and technology is moving towards streaming and cloud gaming. I never took it further than that, but it's not difficult to do so.

We saw NBC get bought by Comcast, and it had a market cap several times that of EA, and in fact all the major publishers could fit into the value that NBC had at purchase. That's not to imply equality but rather to show that the likeliest fate for a "live" EA in the long-run is as a platform for something like Comcast. I can see it now: Quadruple Play!

Gaming is at its heart part of the media spectrum. It managed to escape the Sony-BMG style for a while, but it's only a matter of time now. I'm no Pachter but it doesn't take an analyst to see which way the wind blows. All the evidence is towards a commoditized future as a platform for licensing.

PC gaming of course is separate from this, but even that is largely 3 segments: MMO, casual, and indie. Only the indie segment is relevant to true gamers and that's going to end up on Steam...which again is pushing stream/cloud gaming. Full circle, we're right back where we started.
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