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America's Dancing Fixation Might Be Bad News for Activision (ATVI)

November 28, 2012 10:07 AM EST Send to a Friend
Activision Blizzard, Inc. (Nasdaq: ATVI) shares are lower on the session Wednesday amid some interesting observations via Amazon.com's (Nasdaq: AMZN) best-selling video games list.

Mostly, it relates to the top 5. In number 1 spot is "Just Dance 4" for the Nintendo Wii. "Just Dance 4" has been in Amazon's Top 100 list for 71 days, which isn't too shabby until you try to list off the names of a few Top 100 current video games. (We still believe the original Nintendo Super Mario Brothers is in the Top 100...somewhere.)

Next is, unsurprisingly, "Halo 4," made by 343 Industries. It has 190 days in Top 100.

Now, third down is "Call Of Duty: Black Ops 2," which is an Activision title. (181 days in Top 100.) We can't tell you the official sales numbers or how well its selling at other outlets, but we can go by star ratings. CoDBL2 has 3 out of 4, which is down 1 star from the aforementioned two.

Madden NFL '13 by Electronic Arts (Nasdaq: EA) is fourth while Ubisoft's (see "Just Dance 4" above) "Assassin's Creed III" is fifth. "Madden" has 2.5 starts while "ACIII" has four.

Is this a telling sign that Activision's key franchise might be at the end of its lifecycle? Now, if there were just some way to combine gritty, hardcore battlefield action with the intensity of synchronized dancing...




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