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esxokm (< 20)

Activision Blizzard and Take-Two



September 18, 2014 – Comments (0) | RELATED TICKERS: ATVI , TTWO

I've enjoyed reading news concerning the launch of the "Destiny" franchise. Looks as if things are going very well for the publisher. Along with the "Skylanders" update, Activision Blizzard should have an awesome holiday season (would love to see, by the way, the company add a "Resident Evil"-type horror series to its "Destiny" and "Call of Duty" franchises).

But I've been reading articles concerning Activision Blizzard's supposed interest in Take-Two. I have absolutely no idea how true the reports are, but I think some sort of purchase/merger transaction would be interesting.

Activision Blizzard shareholders probably would benefit from a deal that would bring them the "Grand Theft Auto" franchise. However, exactly what kind of premium would be needed to catalyze such a deal would be the big issue for me. I wouldn't want to see ATVI pay too much.

My thoughts today are propelled by a desire to see some action in ATVI. It's been a boring stock, let's be honest. Still, I think in addition to a little excitement, Take Two could fundamentally alter the ATVI thesis for the better, and on a long-term basis, which is what we Fools find most exciting in our investor universe.  

Not sure this deal will take place soon, or ever, but ATVI does seem as if it is ripe for some sort of m&a activity.  

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