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Soundwave on 19 January 2022
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EricHiggin said:
Soundwave said:

Fun fantasy but would actually happen is Take 2 (or any big publisher) would immediately take any offer from Sony and go to Microsoft and see if MS will beat it. Which they would in Take 2's case. 

So that "only pay a little more than market cap" number becomes meaningless very quickly. If MS has spent this much money they might as well go the full distance and bury anyone's chances of competing against Game Pass. They're not screwing around any more. 

So MS spends $10ish billion on Zenimax, then jumps to $70ish billion on Acti/Bliz? TT can be had for around $20B. Why didn't MS buy them already?

Mind share goes both ways. It can be good, and it can be really bad, depending on the situation. Some moves will have negative consequences.

Which is why SNY needs to make this move sooner than later. That way if SNY doesn't acquire them, maybe someone other than MS will.

Even if MS were to outbid, SNY should make another big move asap that MS would wish to counter.

Force MS to gobble things up much too quickly, and watch MS become the new Activision, ironically.

I think Take 2 will be property of MS in about 2 years time. If Sony even tries to table an offer, Take 2 will do what any smart business would do and take that offer to MS and see if they can get more money. 

They moved on Acti-Blizzard now because likely they got them at a bit of a lower price due to some of their internal issues going on with leadership. 

Take 2 is probably next on their list. Like any business, if I'm Take 2 I'm not taking any offer from Sony until I give MS a chance to counter. It's no secret MS has way, way, way more money so why sell to the lower end buyer.