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Hm, the LOTR angle makes me wonder if that is related to Warner Games sale, although Warner's whole price tag is too huge to justify with exclusive projects. OTOH, Leyou's LoTR contract could let Sony grab the most appetizing project, which may be ongoing considering Amazon probably wants to run it as long as GoT. Not that I'm into their older games, but Sony could see potential in the studio itself too, and combined with IP access could be attractive.