Metue.com

One of the first things that happens when a product like the iPhone 3G hits the market is someone breaks it.  For curiosity, for insight, to see what’s inside, or simply because they can – someone will crack it open and chronicle all the bits and pieces; who made what and where did they do it.

It won’t be until July 11th that such an official breakdown can happen (and it’ll probably be a couple days after before such a story is published) but that delivery day isn’t stopping insiders from “leaking” news about who won the the iPhone part-age lottery nor is it stopping the press from speculating.

As of Thursday, the Commercial Times, a Chinese language newspaper is claiming they’ve got the scoop on what’s in iPhone 3g.  Per their reports, and translations from Digitimes, the following companies will be inside come July 11: Click to Read More

With all the back and forth over the last five months, keeping track of Electronic Art’s attempt to acquire Take Two has gotten confusing. At times, it seems like just about anyone you ask is bound to have a different take, or different facts to relay: "The offer is too low and undervalues the company." "It’s just a matter of time." "EA will have to up their offer to $28 to $30." "it’s a stalemate."

In March, we put together a "Deal Diary" to track things. That first effort rapidly became outdated with all the twists and turns. An update was long overdue, so here, covering all the gritty details, even historical stock prices, is the remake. All in one place: The Exhaustive EA and Take Two Deal Diary from Metue.com.

[Note: This Deal Diary will be updated when more news develops. This version was last updated September 14, 2008. For related articles and analysis about the merger please see the links at the end of this Deal Diary].

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EA first went public with their offer to buy Take Two Interactive in February.  In March,  they escalated things to hostile.   In the months following it’s been much of the same back and forth: EA spokespeople say their price is “fair” and a “substantial premium.”  Take Two says the offer “significantly undervalues” the company.  Both sides created websites.  EA issues ultimatums and sets deadlines, Take Two fires back.  The dialog is mostly the same, as are the terms.  Only the deadlines change.  Most recently it was June 3rd. Then that deadline was extended to June 16th.  June 16th passed uneventfully.  Now, on Tuesday, Electronic Arts announced a fourth extension.  Now, the new deadline on EA’s tender offer to buy Take Two Interactive will lapse July 18th.   

Will this new date be final?  Or will the scheduling snafus continue?  The answers may hinge partly on regulatory issues.   Click to Read More

Among the console makers, Sony and Microsoft have Nintendo beat when it comes to graphic and performance capabilities but Nintendo’s Wii is winning with playability.  Month after month, the sales gap between the companies is clear in the retail data.   But now, Sony may be nearing release on a new controller aimed at narrowing that gap; a product aimed at mixing playability (ease of use) with performance.

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Into spring and summer of 2007, Microsoft’s Xbox 360 gaming platform was plagued with an occasional problem: some consoles were freezing up.  Alternatively, heat sinks, design and chips were blamed in the media.  At the source, nobody at Microsoft would give an official diagnosis.  The issue, named after the tell-tale LED light pattern that indicated your console had gone to pasture, became known as the “Red Ring of Death.”   Now, nearly a  year later, the mystery of what caused it may finally be solved. .. and it wasn’t Colonel Mustard in the living room with the screw driver.

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Last month the debut of Grand Theft Auto IV was virtually guaranteed to influence gaming sales results and despite its late in the month release, with just a few days of sales, that’s exactly what it did.   Now another month has passed and a more detailed GTA IV sales picture is starting to appear along with the rest of the NPD North American retail numbers that were released this week.

For the month of May, GTA IV remained at the top of the gaming charts.   The Xbox 360 Version moved  871k units to finish in the top slot.  The PS3 installment finished fourth.  Cumulatively, across platforms, GTA IV moved 1.314million units.  That’s a sizable drop from April’s 2.85m total units but still an extremely high volume of sales; a number appropriate to its blockbuster status. 

The questions are: how will these numbers match up to projections?  Is GTA IV going to be the all time best seller? If so, by how much?  And perhaps even more importantly, were pre-sales forecasts that used Halo data spread from one to two platforms accurate?  

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Not that there was any doubt, but just in case anyone was thinking a relationship could be rekindled, Yahoo announced today that any discussions with Microsoft over merger, or other relationship, are done. Now both sides have said it… more than once.

Yahoo said in a press release that following numerous meetings, talks were “concluded.”  Microsoft was not interested in pursuing an acquisition for all of Yahoo and Yahoo’s board has determined that the sale of just their search business would not be in their best interests.

Microsoft affirmed the statement in a press release of their owning stating, “As stated on May 3rd and reiterated on May 18th Microsoft was not interested in rebidding for all of Yahoo!.  Our alternative transaction remains available for discussion.”

Moving forward, Yahoo will instead supplement income and try to boost their search business by working with Google.   In a separate announcement, it was confirmed that the two have reached a non-exclusive search deal that could be worth an extra $250 to $400m in cash flow.

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