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Activision Blizzard Share Drop Offers Golden Opportunity
An interesting factoid: seems the new MMO "RIFT" has somehow acquired a million pre launch subscribers.
Given that Blizzard has just made major changes in World of Warcraft with which a number of customers are unhappy, and has responded to the unhappy customers with more arrogance than understanding, it is possible that many of these customers will represent defections from WoW. And they're $10-$15/month defectors in the U.S. and Europe, not pennies-an-hour defectors in Asia.
The sky isn't falling, and past history is that many people will try a new game and then return to WoW, but at the same time we have the intersection of a credible competitor and a disgruntled customer base really for the first time since WoW released.
Just ups the volatility on that revenue / cash flow, at least for the next 6 months.
Feb 25 02:01 AM
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