Comments on: Activision Blizzard: Playing Diablo’s Advocate

By: ming

ming — Tue, 09 Feb 2010 00:00:00 +0000

I ask myself, would I buy Diablo 3? Would I buy Starcraft 2? HELL YEAH. I think that these games are not only popular in the western world, but they have cult status in Asia and are perceived as value for money as they have a non recurring one time payment as far as online play is concerned. I’m long this stock. I don’t think that the performance of a video game company can be estimated by its competitors figures, but rather the track record of games and the following it has, as well as a sound continuity plan (balanced internet play). If you want to buy this stock, think like a gamer.

By: Asif

Asif — Tue, 09 Feb 2010 00:00:00 +0000

Ming, when I first wrote about Activision Blizzard back in September 2008, I started out by mentioning how big Starcraft was in South Korea and how a man there died playing it. I totally get what you are saying and Activision Blizzard is the biggest position in my personal portfolio. However there are two sides to every trade and I was using this blog post to explore the risks the company and stock face.

You can find the original write-up about Activision from September 2008 here,

http://www.sinletter.com/archives/SINLetterSeptember2008.aspx#ATVI

By: sumayya

sumayya — Wed, 27 Jan 2010 00:00:00 +0000

Hi,

Well all I can say is that I love Diablo and Hellfire Lets hope it does well.