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Kaz, while no one knows what is the full truth. You can understand why people pick the two employees over Activision.

Activision as of late has been a little bit cocky and assholish (CEO Comments). Also I believe the reason why two employees left and betrayed Activision was in part to the royalties that were not paid out. Which if I remember correctly was for everyone in the company not just the two people.

 

Edit: Assuming they did leave, and meet up with EA. (which might or might not be true).