Seeking Alpha

David J Cohen

David J Cohen
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  • Starcraft Could Propel Activision Shares Further [View article]
    I agree that Cataclysm will keep subscriber numbers up in the short term. But in the long run it is worth paying attention to. Blizzard is many years from their next MMO, and to maintain revenue they need to keep all those players paying until they can attempt to entice them over to the new MMO.

    And so far the subscription model of game revenue only applies to one game, World of Warcraft.

    Also keep in mind that a lot of those subscriptions are in China. The Chinese government has caused Blizzard huge problems and delays in the past with getting new expansions approved.

    Anyways, short term (next 2 quarters) ATVI looks solid, but for a longer term investment, keep a close eye on it. Everquest looked bullet proof too, right up until their subscriber base collapsed rapidly within a few months. Sony was largely unable to recover those customers into Everquest 2.
    Nov 7 09:56 PM | 2 Likes Like |Link to Comment
  • Starcraft Could Propel Activision Shares Further [View article]
    I would be very cautious with ATVI. Warcraft's subscriber base could collapse quickly, as happened to Sony's Everquest. Keep a close eye on those numbers and bail if they drop.
    Nov 7 05:44 PM | 2 Likes Like |Link to Comment
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