Last week I jumped back into Rift, and I’ve had a good time running dungeons and doing warfronts. I earned the Arch General title for PvP last weekend almost too easily. The old rank 50 is probably trivial these days.
Rift’s 3.3 patch launched today and nose-dived into a crash though. The servers have been down for hours. The silver lining is a 50% compensation bonus to XP, PA, Favor, and Prestige through Sunday.
I’ve never used the word “bonanza” before, but I’m super impressed by this update. Trion is even focusing more on characters and story, bringing that all-important focus to both the new storyline and the new Tarken Instant Adventures.
Cosmologist Mann even has a wonderfully written backstory woven into the update notes! Here are the high points of the update:
- New Nightmare Saga storyline starts (new chapters are planned bi-weekly.)
- New planar crafting with new crafting rifts.
- New featured instant adventures in Tarken Glacier.
- New daily rewards and partner-finder for Chronicles, just like for dungeons and warfronts.
- New PvP equipment bringing PvPers, like crafters, closer to T2 raid gear.
- New shared bank vault.
- New awesome dimension stuff (haven’t looked at this yet).
- More wardrobe stuff.
- Easy-mode tiers for raids.
- L60 boosts are now in the store, no need to buy a pack.
- Mysterious Travelers have begun appearing throughout Telara. Where did they come from? What do they want? Only time will tell. (A new expansion coming?)
- Lots of other stuff.
Full patch notes here.
Trion is clearly favoring casual players with this Rift update (unless the story is brutal and requires grouping, extreme soloing, or raiding, a kick to the face that’s still possible).
Trion is also living up to their mission statement before Nightmare Tide launched: of providing legitimate ways of advancement (almost to parity with raiders, at least close) for all play styles.
I hope it works for them, because it’s the ideal in this kitty’s opinion. While the Rift population seems a little thin, the morale around town is relatively good on the surface. Maybe the kids are off playing Hearthstone and Trove.
If you haven’t played Rift in quite a while, this week might be a good time to jump back in for the XP bonus. I just hope it stacks with my subscription bonus.
There is also a deal to get free patron time by logging in this weekend, but I’m not sure how that works.
Personal – Video Game Stocks
In the last couple weeks during the China crash and Greece fiasco, I bought back into gaming stocks with Electronic Arts, and that has already paid off very well.
I also bought Microsoft on speculation at the breakout from the bottom of the most recent three-month pullback, which started last April after a big jump on good results from Microsoft’s growing cloud business.
Microsoft is really risky, but Sony just plain crashed due to reasons related to debt and borrowing. I can’t get back into Sony. News can’t get worse right now for Microsoft, so maybe it will be better from here.
Why didn’t I get back into ATVI (Blizzard)? I might if it breaks out of its normal plateau pattern. I believe in Blizzard, but the problem is also its debt combined with stagnant revenues. It has a huge amount more debt than EA (due to the Vivendi deal I assume.)
I’m trying to nibble into a position in FXI Hong Kong during the China market collapse right now, which puts me into Tencent, which is a Blizzard investor. I think I said I’d never do Tencent or EA, so I’m officially a hypocrite supporting the evil F2P/cash shop empires in video games.
While I’m skeptical of EA’s sports franchises, in a climate of increasing game company competition combined with ease of entry, I have to like the lock on Star Wars and those sports.
According to Dow Jones Newswire, EA hired Jade Raymond from Ubisoft last week. She’s supposedly helping to develop a Star Wars game that’s different from Battlefront due out in November, as well as leading a team to create a new IP.
Rift: Game Is In Great Shape, Announcement Coming (+ Gaming Stock Commentary)
In response to player concerns today about the future of Rift, community manager Ocho had this to say in the forums:
“So let’s get to some facts:
– Ocho
This is great news, since this kitty has also been a little worried.
This week I capped my rogue alt, and I continue close to picking up a few pieces of raid gear earned for my main by weeklies and dailies instead of raiding. I’m also enjoying the creative and quirky nightmare saga story.
The second act released yesterday. The return of old classic characters doesn’t bring much life to them (so far), and we mostly see them as generic quest-advancers. The third act of the saga also supposedly forces you to do a lot of PvP and NTE dungeons.
I disagree with this design, even if it’s to justify the epic weapon you can theoretically get when it’s all over. There are two main types of players:
Just doesn’t seem like a winning scheme to me.
Video Game Stocks
Electronic Arts (EA) and Microsoft (MSFT) both had solid earnings reports this week, so hopefully these will be long term for my paltry little portfolio, and I can ease up on my nine-month quest (right before the stock market goes off a cliff, possibly.)
How can Microsoft compete with Apple and Google? By uniting your PC in an ecosystem with your other devices and monetizing by applying what they’ve learned from Free-To-Play video games. I plan to buy a Lumia soon. My Samsung tablet completely fails to recognize my Windows 7 PC.
You’ll also be able to stream XBOX to PC with Windows 10, or stream console-quality games to your PC without an XBOX using the cloud, which Microsoft demonstrated yesterday.
If you need any more good news for Microsoft, China announced this week that it will now allow game consoles to be sold in China after a 15 year ban. This is probably more better for Sony and Nintendo.
My third tech pick is still Equinix (EQIX), a cloud pipeline and data center owner. They are allied with Microsoft’s Azure cloud services, which I hope will eventually win against Amazon’s huge cloud. Who wants to trust Amazon with their entire corporate business and security if the other choice is the Microsoft on your PCs?
I also still hold AT&T (T), which is now FCC-approved to merge with DirectTV, with an expectation of leveraging their scale to produce their own competitive over-the-top video streaming service like everyone else.
Nvidia’s (NVDA) stock continues to head into the abyss with PCs and chips, although the stock is super tempting as it dips below $20. The future of virtual reality in video games and in general might see Nvidia as a big player.
As TAGN reported, Blizzard (ATVI) announces results next week on 8/4, followed by an announcement of a new expansion a few days later on 8/6. Interesting.
In the last two quarters, Blizzard reported strong results and the stock popped. Both times I sold and took small profits. The stock might pop again, but right now Wall Street seems to be in a mood to sell any stocks after their results hit print.
Especially if a stock ran up into its earnings announcement.
I would not be betting on Blizzard’s stock to be higher the day after it reports. If ATVI sells off hard, it might be a buying opportunity, especially if the Wall Street boys aren’t completely up to speed with the expansion deal.
Also, if Blizzard is announcing their expansion earlier than normal at Gamescom, then maybe they are saving something even bigger for Blizzcon in November?
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