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Ruybe

Member Since 15 Jun 2011
Offline Last Active May 27 2013 12:45 PM
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#3878508 Hpala on ptr

Posted Radejjj on 21 April 2013 - 11:17 PM

View PostMbgz, on 21 April 2013 - 10:30 PM, said:

i disagree, one could argue that the skillcap on a shaman is way higher than paladin.

the skill cap is probably higher, but 2.4k isn't exactly Kollectiv and Cdew tier is it? Generally, shaman don't need to give a fuck about positioning, they screw up and get feared, they can get locked out, or just be shitty, but they always have something to deal with it. Oh look a poly and Im not by a pillar, ground, oh i got feared, tremor, oh I got locked out, healingstream/riptide/earthsiled/earthliving will keep my team alive.


#3842140 Blizzard Ddos

Posted yusehz on 30 January 2013 - 01:48 AM

View PostDakkrothy, on 30 January 2013 - 01:46 AM, said:

lol noobs I got 99 problems but a reset... is one for you guys xd

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#3738190 Forbes report about severe Activision/Blizzard problems

Posted WildeHilde on 03 August 2012 - 10:28 AM

Source is Forbes: http://www.forbes.co...s-achilles-heel

Whenever we see a stock that has 74% of analysts rating it a buy and 26% of analysts rating it a hold we usually get interested in the company. Why is nobody selling? Is the company really that perfect? Can this be the dream stock that we have all been looking for our entire lives?

Probably not!

After looking into Activision Blizzard, Inc. (ATVI), we discovered an amazing looking company that is unfortunately almost completely sustained by the revenue it reaps from one game, World of Warcraft. When considering that the same company has a 60% majority shareholder (Vivendi) looking to sell its shares in the company you get the potential for a catastrophic situation. What if strong competition were to come into the MMORPG space (massively multiplayer online role playing game) and take market share away from World of Warcraft? How long would Vivendi wait before it starts jumping ship on the open market?

Short sellers beware, huge profits may lie ahead.

Vivendi (VIV:PA) is a publicly traded French company that has seen its shares steadily battered for the last three years. The shares have fallen from a high of 23.90 euros all the way down to a low of 12.70 euros, leaving shareholders very angry with management. Fearing for their jobs, management at Vivendi has decided to sell some of their equity interests around the world in an effort to boost their own share price.
Activision was their first logical candidate for sale. The stock has done virtually nothing for the past two years, usually trading in a tight range between $12.50 and $11.50. The only times that we have seen this company spike was when a new hit videogame was released, usually causing the stock to make a sudden 5% jump only to quickly trickle back down over the coming week. Not much can be said about this company in terms of dividends either; the common has a yield of 1.6%.

Vivendi originally tried to sell its majority ownership in the company for a 20% premium on the private market, but even the esteemed bankers at Goldman Sachs and Barclays could not find any takers for this deal. This clearly shows general pessimism regarding ATVI’s future. Vivendi then lowered its premium target from 20% to 12% in an attempt to seek an interested party. This failed as well — clearly not a vote of confidence from the market.

So now we must ask the question, how long will Vivendi be willing to hold its stake in ATVI if the company’s stock starts falling?  Since management cannot find a buyer for their stake in ATVI on the private market, will they simply watch their company’s share price decline along with Activision’s? That seems unlikely.

So now the question becomes – what will cause ATVI’s stock price to decline so sharply that it would force Vivendi to begin selling its majority stake in the company on the open market?

World of Warcraft (WoW) has helped ATVI maintain its stock price, with this one single game providing roughly 30% of the revenue for the entire company via its expansion packs and monthly payments. Subscription revenue alone totaled $1.2 billion both in 2008 and 2009, and an additional $1.36 billion in 2010. Corresponding costs (the overhead cost of maintaining WoW’s virtual world) totaled a mere $404 million in the first two years mentioned, and $241 million in 2010. This means that WoW subscriptions have generated gross margins over 80% consistently. Since WoW has very high operating leverage any decline in revenue will have dramatic effects on the bottom line.

Guild Wars 2 is a fierce competitor that is creeping up on Activision’s WoW title at the end of August 2012 that we believe many investors have not factored into their ATVI recommendations. Guild Wars 2 has already been ruled by many on blogs and discussion boards as superior to WoW just based on the experience gamers shared while playing the Guild Wars 2 beta. Competition seems to be coming in strong indeed against WoW.  Guild Wars was developed by ArenaNet, which is owned by South Korean-based NCsoft.

To play Guild Wars 2, all you need to do is pay $60 for a copy of the game and you no longer have to pay any monthly fees. WoW requires an initial purchase of $60 and a payment of $15 per month just to play the game. Guild Wars 2 will has the potential to attract many of the new MMORPG players that have been stuck in limbo since titles like RIFT (developed by Trion Worlds founded by former Electronic Arts and NCsoft employees), AION (developed by NCsoft), and Star Wars failed to take-off and beat WoW. What we have now is an entire generation of gamers that tried to switch from WoW to a new MMORPG but found themselves exactly where they started due to lackluster titles being released. With the release of a new game that has better graphics and better gameplay than WoW, one would be hard pressed to find reasons why gamers would not make the switch.

ATVI acknowledges the risk of WoW experiencing greater competition, without specifically pointing to Guild Wars 2:

The bottom line here is that gamers like to start on level playing fields. Gamers love to save money. Gamers are always in a frantic rush to play superior games. These three factors are the main reasons why Guild Wars 2 will win over market share from WoW.
Let’s examine what would happen to ATVI’s business if WoW subscription and software sales were to decline by an estimated  25%. We believe this to be a conservative estimate because games like EA’s new Star Wars MMORPG have had a significantly greater turnover than 25% in the first 6 months since the game was released.

This is a clear example of how bad games fail and how subscribers tend to voice their preference rather quickly and mercilessly. We estimate that ATVI’s gross profit of the subscription business could drop to $779 million from the current $1.12 billion and software gross profit could drop to $75 million from $100 million if a mere 25% of current subscribers stop playing WoW. With the combination of these numbers, we project ATVI could experience a drop of up to $366 million in gross profit in the 6 months following the release of Guild Wars 2 at the end of August 2012.

The consensus target from analysts for ATVI is $15.59 for the current fiscal year. The stock is currently trading at 11.85x forward P/E. Given our projection that WoW will lose 25% of its subscribers to Guild Wars 2 in the current fiscal year we are looking at a potential $9 stock. Of course ATVI also creates beloved games such as Call of Duty, Starcraft, and Diablo, making the stock hard to short in the minds of many investors. We simply wish to remind readers that these games are merely one-time cash injections that tend to make ATVI go up on quarterly earnings, but investors can generally expect to see the company drop back to its lows within the same week. The fact is that ATVI’s revenue and margins are completely being held up by WoW: If those go down, so does ATVI.

Now once the stock goes to $9, what do you think Vivendi is going to do? A company that has seen its shares fall by over 45% in the last 3 years is not going to just sit back and watch billions of dollars erode from their balance sheet. If Vivendi cannot find a buyer on the private market, and we are confident that they will be unable to do so, then management will begin selling their position in ATVI on the open market in order to avoid heavy losses. This is where the real money will be made. If we were to see Vivendi selling even 10% of their position on the open market the damage to the stock would be devastating.

Even though Vivendi is currently exploring several options to raise its stock price, we ask you to make a simple judgment call here. If you were Vivendi, would you not sell a company that is losing massive percentages of market share to its competitors? If you were on the management team of Vivendi would you honestly not cut your losses by selling ATVI when the chief game of the company suddenly begins failing to competition? Management departments at both firms have been warned and short sellers should stand ready to act after ATVI reports on August 2nd during afterhours. Let the bulls bid up the stock based on the record breaking Diablo 3 sales, it only helps to mask the coming fundamental problem of the business.


#3737746 Ziqo/Kalimist/Skoe RMP vs LSD2 Talkthrough

Posted Ziqoo on 02 August 2012 - 03:15 PM

hey guys here is my first talkthrough plz post what u think after watching cheers pz safe bro


https://www.youtube....kw&feature=plcp


#3736072 Anyone giving up WoW for GW2?

Posted brosearch on 29 July 2012 - 03:30 AM

inc cthulu posting about how bad wow is and how much gw2 is the best thing since sliced bread...


#3730285 Tosan Arena - Rykinia 4

Posted Tosan on 15 July 2012 - 07:18 PM

Here's my new vid, hope you like!

http://www.warcraftm...w.php?id=218181

Here's Youtube link!




#3726895 The Zilea Drawing Thread

Posted Zilea on 08 July 2012 - 04:07 AM

Will edit post with new additions as time goes on!

HoodrychPosted Image

Neilyo and Champ discussing the current state of rogues
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Maldiva, Avey, and Zilea hanging out, with an unknown guest in the background
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Hoodrych complaining about getting sheeped
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Samx and his team at the start of an arena match
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At my computer with a strange creature outside. Could this be the mysterious Belorax of legend?
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After beating Talbadar in arena
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Going camping; i'm the young lad on the right
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An ape
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Arena during beta
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Me fishing in the summer weather
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Zilea protecting an innocent child from a fearsome tarantula
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WWE wrestlers featuring Stone Cold, Understaker, John Cena, Mankind
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Zilea talking about a girl from one of his college classes, "big girl"
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Esteban(Zomx)
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Zilea carrying Belligerentz
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Zilea healing against a mage
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Belligerentz insulting Zilea
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Zilea and Maldiva; Zilea is on the left, Maldiva is on the right
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Zilea after beating someone in arena that he doesn't like or plays an overpowered class
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#3695070 Vanguards 6 - 3000+ Rating Ret Paladin Arena Matches

Posted Vanguards on 28 April 2012 - 07:57 PM



http://warcraftmovie...w.php?id=214393

If you have facebook please go ahead and like my page! http://www.facebook.com/samk920

Hi everyone! This video is based on multiple 3v3 arena comps I ran throughout this season. It includes some of the NAO Ret Dk Priest "Vanguards Cleave" combination, Ret Hunter Druid, and Ret Ret Priest.

At the point of this video's creation, I have a ret that's rank 1 at 2643 on BG9, and a ret that's getting rank 1 on another BG with a ratio of 86-2.

I wanted to say I sincerely appreciate all of the support I've gotten as a gamer. As some of you know, I've started playing WoW in season 7 and had some pretty rocky times. It has been an interesting experience from barely being able to achieve a title, failing a title with an orange weapon, having an entire server against me, getting world's highest ratings, to being one of the few of my specs to represent in a tournament. Thanks to you guys: EUpaladin (helped / supported me since my first post on a wow forum!), narf, Sunstrikecc, Ryitar, Exedore (mr. cool pessimist), Paladinwtf, Marrymesam (on my stream no matter what server I'm at), my teammates, all my facebook.com/samk920 likers, my stream viewers, the people who has messaged or commented encouraging words, and so much more that I'll never get to fit in this description. It has been fun; and I hope you'll enjoy Vanguards 6 as much as I did.

I would like to thank my teammates again:
Mes - Death Knight
Sodahs - Priest
Khryl - Priest
Shakes - Paladin
DrMayo - Druid
Feoroblade - Hunter

Special Thanks to:
Guyd
Strifium
Diziet
Alexis / Katiebear
Rzn
Dutchfoo
Johnny / Prehot / Best Rogue
Debao
Cdewz
Skill-Capped
Curse / WoWSpotlights
All my opponents

Music:
Song 1: Nero Argento - Daedalus Calls
Song 2: Blackmill - Don't Let Me Down
Song 3: Horrorfox - I Want You
Song 4: Tristan - Talent Goes By

Personal YouTube Page:
http://www.youtube.com/samk920

Facebook Page:
http://www.facebook.com/samk920

Stream Page:
http://www.twitch.tv/samk920

Please skill-up / favorite if you think it deserves it = ).


#3693666 Moderating and the users.

Posted Blowi on 26 April 2012 - 05:12 PM

Hello friends. I'm not really sure where to start, but I'm a moderator on AJ. I think most of you are aware of this, and I as many others have witnessed a lot of terrible posts on AJ. People messing with a thread, turning it into a huge discussion about the new thing which is good to hate on, people posting youtube videos with no intentions other than being a dick and watch their own posts. I'm really sick and tired of people creating threads with the only purpose to hurt someone over the internet, such as linking pictures of families, a girlfriend or boyfriend, and posting IRL information.

I love the social part of gaming which is why I'm still on Skype mostly everyday, talking to the friends I've met through WoW, but when I see personal attacks, I turn into a sad panda, and I'm tired of being sad.

Therefore, I'll try to make this as clear as possible, but if I see threads such as the thread toward filo which served no purpose other than people with nothing better to do than attack others, I'll strike down on them, and it's going to be hard. It stops now.

I mean, it's not everyone who still plays this game, but that doesn't mean people should be allowed to do as they please on a gaming forum. Now, I understand the urge to hate for fun in a BG forum at times, but we're on a whole new level of sad when you purposely derail a thread of someone who released a video, or create a thread just to attack an individual.

Also, I hope most people here can understand where I come from when I'm making this thread. I spend my free time to moderate AJ, and it's impossible to always be around when someone decides to stir things up, but please - report posts from people flaming, bashing, pointless threads and whatnot. Within reason of course. Surely you want a forum without this hostile attitude.

I'm posting this in General Discussion as it's where most people read the forums, and I'm willing to hear inputs, so either PM me on AJ or post in this thread. I'll edit the thread if move comes to mind, since this was pretty much a spontaneous thread.

Have a good evening all.


#3690759 Khuna Youtube Channel

Posted khuna on 22 April 2012 - 11:27 PM

Hey, a lot of people asked me if I have a youtube channel, so I've made one.
I am going to upload a few instructional videos, that are free every now and then. Make sure to subscribe if you are interested.
I have also created an IRC channel, should make the life easier for the people who want to questions.

Follow my stream here:
http://www.athenelive.com/Khuna
I will stream often now that the Arena Pass is coming out.

My IRC channel is #Khuna @ irc.quakenet.org
You can use http://webchat.quakenet.org/ Enter #Khuna after Channels
or download mIRC here : http://www.mirc.com/

My Youtube channel : http://www.youtube.com/user/Khuna2 Subscribe




#3679895 Khuna #5 - Games taken from stream

Posted khuna on 07 April 2012 - 04:28 PM

http://www.warcraftm...w.php?id=213277

Hey everyone,

I wasn't going to make another movie before Mists of Pandaria.

But since I had good records and that alot of people wanted me to i did it.

I am truely sorry for the quality but it is because 99% of it was taken from my stream VOD's

I hope you will enjoy it.

If you want to have the same font as me, download this and extract it to your WoW Folder

http://www.peejeshar.../Fonts.rar.html


Follow me on my stream right here :

http://www.athenelive.com/Khuna

More to come (youtube channel, website?..)


Soundtrack
c2c - Down the Road
Skrillex - Summit feat Ellie Goulding
c2c - Arcades
c2c - F-U-Y-A
Foxes - Youth (Adventure Club Dubstep)


Watch it with sound, have fun.




Stream VOD :

http://www.own3d.tv/...khuna&sort=date


#3674969 Zilea asks Hoodrych for one more game

Posted Zilea on 31 March 2012 - 12:50 PM



You can find my other recently posted stream highlights at www.youtube.com/zileax (SUBSCRIBE)


#3674740 Tosan's African Safari (Documentary)

Posted Tosan on 31 March 2012 - 01:03 AM




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