no. it hovered around $83 for a week. closing #s were $82.87, $83.19, $83.28, $83.39, $83.02. throughout that 7 day period the stock changed by less than 2%
then it went from $83.02 to $77.63 after ATVI announced a new prez. however, it is erratic with an implied volatility of 70.
right now at $77.63 it is borderline as to whether this is a regular take back or if some current event is impacting the stock price
a $75 put went for $0.94 on October 2 and a $70 put went for $0.41 also on October 2
so, if the stock falls below $75 tomorrow then something is up beyond just regular cycling or a standard take back. it might be ATVI announcing a new blizz prez.. it might be something else.
in a February 2016 interview with VentureBeat Morhaime says some really cool stuff about making high quality games. I respect Allen Adham's ruthless honesty.
The very first time we were faced with an issue like that was with Lost Vikings. We’d been working on the game and the team felt like we were pretty much done. We’d completed all the levels and finished everything.
Brian Fargo, at the time, played everything Interplay put out. He took the game home and played through all the levels and had a bunch of notes and feedback for us. He thought the levels were too difficult. He thought the Vikings looked too similar. They were all drawn from the same palette on the Super Nintendo. He wanted us to redraw them, do an art pass. We didn’t really have the resources to do that, so he offered some Interplay resources to do it.
As a developer, you’re so attached to what you’ve created. My first reaction was, “What? It’s fine the way it is! It’s not too hard. We’ve been playing it. It’s not too hard.” But Allen had a very different attitude. He said, “Brian’s right. He’s right about all of this stuff.” We took the time and addressed his issues. We made the levels easier, so it wasn’t as frustrating. We let one of their artists come in to redo the Viking art. We wound up with a much, much better game.
Going through that process and seeing where the game was before and how much better it became as a result of that additional effort was a huge lesson to us. We carried that forward, always. Getting that feedback from people who weren’t inside the development team, but knew how to make games, was incredibly valuable. Addressing that feedback and going through an iterative process, especially toward the end of development, could really move the meter in terms of quality. We’ve done that on every game since.
During the 25th anniversary celebrations Mike said in a few different interviews he has been at it 25 years and it is just the beginning he feels like he is just getting started and he is ready for another 25 years. The more I look at the #s and what Mike said a year ago the more evident it is that Mike got fired. Its sad
On October 09 2018 08:44 JimmyJRaynor wrote: no. it hovered around $83 for a week. closing #s were $82.87, $83.19, $83.28, $83.39, $83.02. throughout that 7 day period the stock changed by less than 2%
then it went from $83.02 to $77.63 after ATVI announced a new prez. however, it is erratic with an implied volatility of 70.
right now at $77.63 it is borderline as to whether this is a regular take back or if some current event is impacting the stock price
a $75 put went for $0.94 on October 2 and a $70 put went for $0.41 also on October 2
so, if the stock falls below $75 tomorrow then something is up beyond just regular cycling or a standard take back. it might be ATVI announcing a new blizz prez.. it might be something else.
There's also the part where the entire market, particularly growth stocks, had a massive pullback last week/Monday, completely independent of any company-specific news.
Also the part where ATVI reached all time highs a couple weeks ago (on reception to Call of Duty beta). In fact ATVI is up a few points (low-$70s, to $78 right now) since the start of September.
On October 09 2018 08:44 JimmyJRaynor wrote: no. it hovered around $83 for a week. closing #s were $82.87, $83.19, $83.28, $83.39, $83.02. throughout that 7 day period the stock changed by less than 2%
then it went from $83.02 to $77.63 after ATVI announced a new prez. however, it is erratic with an implied volatility of 70.
right now at $77.63 it is borderline as to whether this is a regular take back or if some current event is impacting the stock price
a $75 put went for $0.94 on October 2 and a $70 put went for $0.41 also on October 2
so, if the stock falls below $75 tomorrow then something is up beyond just regular cycling or a standard take back. it might be ATVI announcing a new blizz prez.. it might be something else.
There's also the part where the entire market, particularly growth stocks, had a massive pullback last week/Monday, completely independent of any company-specific news.
Also the part where ATVI reached all time highs a couple weeks ago (on reception to Call of Duty beta). In fact ATVI is up a few points (low-$70s, to $78 right now) since the start of September.
This has nothing to do with Morhaime.
true, stuff that happened in September has nothing to do with Morhaime because his removal as prez was not common knowledge.
Tell that to the players who flocked en masse to Nostalrius and propped up its registration numbers to almost a million before Blizzard shut it down - not because it was a free pirate server but because they were sick and fed up of WoD.
Might be a free server, might be nostalgia.
On October 07 2018 21:42 Clbull wrote: As somebody who didn't start playing WoW until early TBC who spent some time on Nost, it really isn't the rose-tinted goggles effect that every modern WoW apologist claims it is. The game was just objectively better back then, even despite class balance being in a terrible spot.
Okay, let's take a look.
On October 07 2018 21:42 Clbull wrote:Old school WoW didn't force you to wade through loads of boring, repetitive, immersion-breaking and overly scripted quests
I got bad news for you.
On October 07 2018 21:42 Clbull wrote:Old school WoW didn't have resource nodes like herbs and ores that would randomly despawn from the game world
I got real bad news for you.
On October 07 2018 21:42 Clbull wrote:Old school WoW had complex stat sheets where almost every primary and secondary stat did something beneficial for your class. Primary stats also had a lot of varied uses unlike in modern WoW where they're an overglorified "make your attacks hit harder" stat.
Man, I got even more bad news for you.
On October 07 2018 21:42 Clbull wrote:The issue is that Blizzard have dumbed down the game for the lowest common denominator and alienated the core audience that fell in love with the original version of the game, and I think part of that can be connected to Activision's acquisition of Blizzard back in 2008. Ghostcrawler made a very interesting quote about his time at Blizzard after he joined Riot, where he stated that it was refreshing to work on a game where he didn't have to worry about whether his grandmother could play it.
"Blizzard dumbing down the game" has been a complaint from WoW players since roughly... I'd say 2005.
Here's some stuff that modern WoW does better than old school WoW (with the caveat that I haven't tried BfA):
Which leaves us with, uhhhhh, I guess your Excel sheets of old were a tad more complex in deciding best builds and items, and talents were different. You could say that this makes the game objectively better, which you did, but there are probably other MMOs on the market that will help scratch your nostalgia itch.
On October 09 2018 08:44 JimmyJRaynor wrote: no. it hovered around $83 for a week. closing #s were $82.87, $83.19, $83.28, $83.39, $83.02. throughout that 7 day period the stock changed by less than 2%
then it went from $83.02 to $77.63 after ATVI announced a new prez. however, it is erratic with an implied volatility of 70.
right now at $77.63 it is borderline as to whether this is a regular take back or if some current event is impacting the stock price
a $75 put went for $0.94 on October 2 and a $70 put went for $0.41 also on October 2
so, if the stock falls below $75 tomorrow then something is up beyond just regular cycling or a standard take back. it might be ATVI announcing a new blizz prez.. it might be something else.
There's also the part where the entire market, particularly growth stocks, had a massive pullback last week/Monday, completely independent of any company-specific news.
Also the part where ATVI reached all time highs a couple weeks ago (on reception to Call of Duty beta). In fact ATVI is up a few points (low-$70s, to $78 right now) since the start of September.
This has nothing to do with Morhaime.
true, stuff that happened in September has nothing to do with Morhaime because his removal as prez was not common knowledge.
Similarly, Mike Morhaime had nothing to do with the drop in share prices over the last ~7 sessions.
On October 09 2018 08:44 JimmyJRaynor wrote: no. it hovered around $83 for a week. closing #s were $82.87, $83.19, $83.28, $83.39, $83.02. throughout that 7 day period the stock changed by less than 2%
then it went from $83.02 to $77.63 after ATVI announced a new prez. however, it is erratic with an implied volatility of 70.
right now at $77.63 it is borderline as to whether this is a regular take back or if some current event is impacting the stock price
a $75 put went for $0.94 on October 2 and a $70 put went for $0.41 also on October 2
so, if the stock falls below $75 tomorrow then something is up beyond just regular cycling or a standard take back. it might be ATVI announcing a new blizz prez.. it might be something else.
There's also the part where the entire market, particularly growth stocks, had a massive pullback last week/Monday, completely independent of any company-specific news.
Also the part where ATVI reached all time highs a couple weeks ago (on reception to Call of Duty beta). In fact ATVI is up a few points (low-$70s, to $78 right now) since the start of September.
This has nothing to do with Morhaime.
true, stuff that happened in September has nothing to do with Morhaime because his removal as prez was not common knowledge.
Similarly, Mike Morhaime had nothing to do with the drop in share prices over the last ~7 sessions.
there have not been 7 "sessions" since the announcement. however, none of this matters. i said if it falls below $75 then something is up. however, it won't go below $75 today. so ya.
Tell that to the players who flocked en masse to Nostalrius and propped up its registration numbers to almost a million before Blizzard shut it down - not because it was a free pirate server but because they were sick and fed up of WoD.
Might be a free server, might be nostalgia.
Most of us don't give two shits about the server being free. We don't mind paying a fee, we just object to buying ingame advantages.
And why would nostalgia be an invalid reason to play something? I have a level 60 priest on a 1.12 server with 45 days played over the past three years, I know exactly what I'm getting into. And I couldn't be more exited.
It's this hilarious arrogance that 'you plebs don't know what you want, but I know better! Listen to me shit over something you're exited about!' that makes people like you so unpalatable.
Tell that to the players who flocked en masse to Nostalrius and propped up its registration numbers to almost a million before Blizzard shut it down - not because it was a free pirate server but because they were sick and fed up of WoD.
Might be a free server, might be nostalgia.
Most of us don't give two shits about the server being free. We don't mind paying a fee, we just object to buying ingame advantages.
And why would nostalgia be an invalid reason to play something? I have a level 60 priest on a 1.12 server with 45 days played over the past three years, I know exactly what I'm getting into. And I couldn't be more exited.
It's this hilarious arrogance that 'you plebs don't know what you want, but I know better! Listen to me shit over something you're exited about!' that makes people like you so unpalatable.
Tell that to the players who flocked en masse to Nostalrius and propped up its registration numbers to almost a million before Blizzard shut it down - not because it was a free pirate server but because they were sick and fed up of WoD.
Might be a free server, might be nostalgia.
Not really? I'm pretty sure there used to be pirate servers for current version WoW a while back, I'd be surprised if they don't work anymore. If being free is all you care about and you prefer new WoW to old, there would be no reason to play on Nostalrius. There's also shit tonnes of officially free MMOs, many heavily inspired by WoW in many regards, so even more options there. Coming from a region where both piracy and F2P were and still are huge "markets" (if you can even call the former that), I can tell you no one plays these games just because they're free. At worst they might play something because they're not aware something better exists, but it's never just about price (or lack thereof).
Nostalgia is kind of a copout because it's easy to accuse and very hard to disprove, but in my experience nostalgia is much better at selling people on things than it is on keeping them engaged. I think a lot of people are perfectly capable of realising when they bought an underwhelming sequel, prequel, reboot, remake, remaster whatever (games or otherwise) being sold on nostalgia, even if they might fall prey to various fallacies and refuse to admit they got duped when discussing on forums. Good example here would be Yooka-Laylee, which by most accounts of the people who bought it was a pretty good game whose retro reproduction was so accurate that it included all the problems and idiosyncrasies of actual N64 games from 20 years ago.
So sure, nostalgia might get a lot of people to check it out, but if they don't like it I doubt they'd subject themselves to hundreds of hours of active regular gameplay.
On October 09 2018 23:29 Carnivorous Sheep wrote: ATVI has outperformed peers since the start of September. + Show Spoiler +
ATVI is at $50. MAU's remained the same even after Blizzard biggest product release in 2 years. Blizzard is bleeding badly man. They've been losing MAU's for over a year before their biggest product release in 2 years.
What has Blizzard released since Overwatch? 2 WoW expansions.
The Blizzard of Morhaime//Metzen//Pardo era is gone.
Pardo moved on to found "Bonfire Studios". If one is hoping for a Blizzard-quality game then a product of Bonfire studios might make it.
So we have
(a) Morhaime gone .. big SC1 and SC2 fan. (b) revenue down (c), MAU's down (d) no new product release in the next 12 months (e) Activision Exec now as the CFO of Blizzard
How much longer before ATVI pulls the plug on the GSL?
On October 09 2018 23:29 Carnivorous Sheep wrote: ATVI has outperformed peers since the start of September. + Show Spoiler +
ATVI is at $50. MAU's remained the same even after Blizzard biggest product release in 2 years. Blizzard is bleeding badly man. They've been losing MAU's for over a year before their biggest product release in 2 years.
What has Blizzard released since Overwatch? 2 WoW expansions.
The Blizzard of Morhaime//Metzen//Pardo era is gone.
Pardo moved on to found "Bonfire Studios". If one is hoping for a Blizzard-quality game then a product of Bonfire studios might make it.
"Man i cant wait for Warhammer Online, that is going to be sick! GONNA KILL WOW BECAUSE WOW SUCK! Flagship Studios has all the Blizzard North Legends, that is going to be sick! WILDSTAR = OLDSHOOL WOW, EX BLIZZARDS DEVS That is going to be sick!". What else am i missing?
Wasnt Mohaime responsible for the: "We have to make games easy so our grandmother can play them"? Who was responsible for Diablo 3? Who lead the company in the last 15 years? Fan of Starcraft 2? The koreans hate it, or? Why wouldnt they develop a game for the biggest, most dedicated fanbase? Morhaime killed brood war esports. Out of greed, because he wanted that money. I thought morhaime is a starcraft fan.
What has Blizzard released? Content across 7 games. And Starcraft Remastered. Why would they release such a niche game? Why not develop a mobile version of Starcraft instead? Starcraft Remastered was probably morhaimes last breath, right?
Why didnt Morhaime have the foresight to sack in DotA?
On November 24 2018 05:50 koplivc wrote: What has Blizzard released? Content across 7 games. And Starcraft Remastered. Why would they release such a niche game? Why not develop a mobile version of Starcraft instead? Starcraft Remastered was probably morhaimes last breath, right?
the content for these 7 games doesn't generate as much revenue as a complete $60 full sized title. Hence, their falling revenue. Also, new $60 games cause an increase in the player base. This is why MAU's are falling.. a lack of full $60 games. The only thing that has stopped the declining player base temporarily is the WoW expansion. Expect ATVI to report yet another decline in the Blizzard MAU count during the next investor call.
SC:Remastered never gets discussed during financial reports. This is because it represents so little money @ $20 and now its $10 that its not bringing in enough cash to even talk about. They never stated how many copies the game sold so that means it sold poorly.
Rather than having Blizzard employees patrolling youtube.com searching for Overwatch players saying naughty words they don't like... its time for them to MAKE A GAME.
It is so damn ironic that Overwatch has the title it does.. because Blizzard's decline is partly due to the fact that they are "overwatching" their player base and not committing their limited resources towards making games.
Blizzard needs to quit their social engineering experiments and get back to what they do best: make games and sell games.
On November 24 2018 05:50 koplivc wrote: What has Blizzard released? Content across 7 games. And Starcraft Remastered. Why would they release such a niche game? Why not develop a mobile version of Starcraft instead? Starcraft Remastered was probably morhaimes last breath, right?
the content for these 7 games doesn't generate as much revenue as a complete $60 full sized title. Hence, their falling revenue. Also, new $60 games cause an increase in the player base. This is why MAU's are falling.. a lack of full $60 games. The only thing that has stopped the declining player base temporarily is the WoW expansion. Expect ATVI to report yet another decline in the Blizzard MAU count during the next investor call.
SC:Remastered never gets discussed during financial reports. This is because it represents so little money @ $20 and now its $10 that its not bringing in enough cash to even talk about. They never stated how many copies the game sold so that means it sold poorly.
Rather than having Blizzard employees patrolling youtube.com searching for Overwatch players saying naughty words they don't like... its time for them to MAKE A GAME.
It is so damn ironic that Overwatch has the title it does.. because Blizzard's decline is partly due to the fact that they are "overwatching" their player base and not committing their limited resources towards making games.
Blizzard needs to quit their social engineering experiments and get back to what they do best: make games and sell games.
Cant you just post your intern numbers? Or are you afraid that it might blow your cover?
Huh, isn't it funny, one year ago jimmyjraynor was worshipping and adoring Mike Morhaime, going so far as to call him uncle Mike, but now he hates his guts. I wonder what happened.
On November 24 2018 06:26 JimmyJRaynor wrote: welcome to TL!
On November 24 2018 05:50 koplivc wrote: What has Blizzard released? Content across 7 games. And Starcraft Remastered. Why would they release such a niche game? Why not develop a mobile version of Starcraft instead? Starcraft Remastered was probably morhaimes last breath, right?
the content for these 7 games doesn't generate as much revenue as a complete $60 full sized title. Hence, their falling revenue. Also, new $60 games cause an increase in the player base. This is why MAU's are falling.. a lack of full $60 games. The only thing that has stopped the declining player base temporarily is the WoW expansion. Expect ATVI to report yet another decline in the Blizzard MAU count during the next investor call.
SC:Remastered never gets discussed during financial reports. This is because it represents so little money @ $20 and now its $10 that its not bringing in enough cash to even talk about. They never stated how many copies the game sold so that means it sold poorly.
Rather than having Blizzard employees patrolling youtube.com searching for Overwatch players saying naughty words they don't like... its time for them to MAKE A GAME.
It is so damn ironic that Overwatch has the title it does.. because Blizzard's decline is partly due to the fact that they are "overwatching" their player base and not committing their limited resources towards making games.
Blizzard needs to quit their social engineering experiments and get back to what they do best: make games and sell games.
Cant you just post your intern numbers? Or are you afraid that it might blow your cover?
just go to the ATVI Investor Calls over the last 18 months. Its publicly available information. MAU's are down from 47 million to 38 million. They remained at 38 million MAU's after the release of the WoW expansion. Blizzard's revenue is down.
Blizzcon revealed no new major releases and Diablo Immortal does not have a release date. The last big Blizzcon reveal was Overwatch. It took 18 months for a release to occur.
I'm predicting a continued decline in Blizzard's MAU's over the next year. Cutbacks are on the way as revenue continues to decline. Standard stuff here.
On November 24 2018 07:40 Dangermousecatdog wrote: Huh, isn't it funny, one year ago jimmyjraynor was worshipping and adoring Mike Morhaime, going so far as to call him uncle Mike, but now he hates his guts. I wonder what happened.
huh? where does it say i hate his guts? where are you reading that? the guy has overseen some of the greatest games ever made. I call him "Uncle Mike" because he is charitably funding the GSL and OWL. The problem is that ATVI is not a charity.
EPT
![[image loading]](https://i.imgur.com/VO3If6F.png)
