King (Candy Crush) is Rovio (Angry Birds) redux. The headline
says it all.
venturebeat.com/20...-2014/
Zynga is a mess, led by a management team of the guy who made it
a mess and Mattrick's cronies, which I can't imagine is the kind of
people Kotick would want to bring on board. EA has Playfish,
Chillingo, Firemint, for social and mobile exposure so they should
be covered.
I could see ATVI or TTWO maybe looking for more mobile exposure,
but not from a big expensive player like the already publicly
traded names. I don't know what, just not those names. There's also
a slim chance of TTWO being considered a target again, most likely
by EA or ATVI. However, I could see the same scenario playing out
as before - Z says it's worth far more and it falls apart. That
won't stop the stock spiking in the interim of course. Then let it
fall and let the cycle repeat, it's how the insiders (I include
their hedge fund buddies) can do so well. Once it's off the market
for good, that gravy train is over.
I think we'll see consolidation in small VR game developers,
stuff we haven't heard of yet. The big deals there, for the main
players in the field, have already taken place, and they aren't for
sale now.
ibtimes.co.uk/vr...490796
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