There's a very serious chance if you are following what the Chinese regulators are saying.
The Chinese Government want to "do something" about foreign games and protect home grown products. This is a country which is increasing internet censorship, not reducing it. They certainly want more regulation of games.
For now, the vanilla World of Warcraft seems to be ticking along very nicely without Acti-Blizzard rocking the boat. Especially as they have moved away from The9 into a much better deal. If I was them I would conclude that StarCraft II is a much better growth opportunity and it would be much more important to keep the regulators hands out of that than Lich King. They've already been told it's not coming out unless they make substantial changes and it still hasn't got a release date.
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There's a very serious chance if you are following what the Chinese regulators are saying.
The Chinese Government want to "do something" about foreign games and protect home grown products. This is a country which is increasing internet censorship, not reducing it. They certainly want more regulation of games.
For now, the vanilla World of Warcraft seems to be ticking along very nicely without Acti-Blizzard rocking the boat. Especially as they have moved away from The9 into a much better deal. If I was them I would conclude that StarCraft II is a much better growth opportunity and it would be much more important to keep the regulators hands out of that than Lich King. They've already been told it's not coming out unless they make substantial changes and it still hasn't got a release date.
I don't think it's a banker at all.