Spade said: 4am thoughts. |
Personally, I really do not care if the deal goes through. MS should have plans if they cannot land this deal and I am not sure what blemish this would cause. It's not like it's going to change MS plans or direction, it just means that money will be put to something else. This deal was something that fell into MS lap. No one saw Activision coming up for sale and it would be silly for MS to let that slide and let another competitor take the deal. Having big pockets allow MS to even entertain this deal but because of having big pockets, they are a target for regulators. No one is going to get the blame, no funding cut, Satya will still be 100% on board with GP because that is where he feels the money and growth for MS is at.