※ 引述《jason840226 (BabyHurk)》之铭言:
: 再来更新一下最新的讯息,
: FTC有可能会在告MS这件事大翻车,
: 首先,
: FTC告MS的基调是,
: MS在收购ZeniMax时对EC(EU)承诺说不会有任何独占,然后星空…上古六(you know),而这也是
: 之前Sony一直拿来打MS的点说他们只会说谎不可信…
: 结果…
: EC(EU)现在跳出来说,
: “MS在收购ZeniMax时并没有做“不会有任何独占”这个承诺”
: 所以整件事根本是子虚乌有的,
: 反对方的立足点从一开始就不存在…
: 事情越来越有趣了,
: 难怪微软那么有自信…
因为原件的是截图,而且混杂了 FTC 跟 MS 的声明,所以我有
些难以理解,不过我尝试着把 EU 回应的部分给截下来。
这部分是 EU 用以回应对于 MS 当时并购 Zenimax 的判决。
"MS didn't make any "commitments" to EU regulators not to release
Xbos-Exclusive content following its takeover of ZeniMax Media"
"The Commission cleared the Microsoft/ZeniMax transaction unconditionally
as it concluded that the transaction would not raise competition concerns"
"The absence of competition concerns did not rely on any statements mada by
MS about the future distribution strategy concerning ZeniMax's games."
Even if MS were to restrict access to ZeniMax titles, it wouldn't have a
sigificant impact on competition because rivals wouldn't be denied access
to an "essential input," and other consoles would still have a "large
array" of attractive content
其他段落是属于 FTC 的说词或是一些是 MS 的说词。但是在这部分
并不重要,因为比较在意的是 EU 跟 FTC 在同一件事上是否有冲突
。是的话就是个比较大的转折。
这对应到的参考文件是
https://ec.europa.eu/competition/mergers/cases1/202124/m10001_438_3.pdf
但是如果说去询问 EU 是否在 MS 并购 Zenimax 有过 commitments,
得到的答案一定是否定的。因为 EU 的文件中最早就有写到了
The Commission notes that an input foreclosure strategy would only be
economically viable if ZeniMax games were able to attract a sufficiently
high number of new players to the Xbox console ecosystem, and if Microsoft
could profit enough from their game purchasing activity.115 However,
such an outcome is unlikely.
他们并不认为 MS 独占 ZeniMax 的游戏会构成垄断行为。
所以对 EU 审查 MS 并购 ZeniMax 来说,他们并没有要求
MS 提出 Remedies。自然也就不会有 MS 对 EU 有过任何的
commitments。
所以 EU 在之前或是现在都是一致的。如果去问他们有没有这一回
事,答案就会是 "否"。因为 MS 并购 ZeniMax 不会造成任何的垄断
行为发生。自然就不会有 commitments。
回到 FTC 的原件是
https://www.ftc.gov/system/files/ftc_gov/pdf/D09412Microsoft
ActivisionAdministrativeComplaintPublicVersionFinal.pdf
对应到 EU 文件中的内容是
Therefore, according to the Notifying Party, Microsoft would not
have the incentive to cease or limit making ZeniMax games available
for purchase on rival consoles
FTC 本身的说法是
在第 20 页 114 及 115 项
Moreover, Microsoft’s past conduct is telling. Despite statements by
Microsoft to European regulators disavowing the incentive to make ZeniMax
content exclusive post-close, after the EC cleared the transaction,
Microsoft plans for three of the newly acquired titles to
become exclusive to Microsoft’s Xbox consoles and Xbox Game Pass
subscription services. For example, although previous titles in
ZeniMax’s franchise were released on PlayStation, Microsoft has
confirmed that the upcoming will be available only on Xbox consoles,
Windows PCs, and Xbox Game Pass subscription services.
Microsoft has also stated that Starfield and Redfall, two of the highly
anticipated new games in development at the time of Microsoft’s purchase
of ZeniMax, will also become Xbox console and Xbox Game Pass
exclusives upon release. Microsoft’s previous representations to the
EC about its incentives after its purchase of ZeniMax were not borne out
by Microsoft’s own post-merger behavior. Instead, Microsoft put its true
post-merger incentives on full display when it decided to deny rivals its
newly acquired future releases and thwart consumers who would choose to play
them on a competing product.
一开始 FTC 说到 MS 对于 EU 的回应就说了
Despite statements by Microsoft to European regulators disavowing the
incentive to make ZeniMax content exclusive post-close
其实 FTC 没有说到 MS 有跟 EU 做出不独占的 commitments。而是说 MS 对
EU 的声明中表示 MS 否认独占的行为对 MS 是有 incentive 的。
可以说是 MS 在回应 EU 时做出了这样的声明,但并不是 commitments
因为 commitment 有其对价的关系。MS 这样的 statement 并不是 agreement
自然不具有任何的约束力。所以 MS 并没有跟 EU 在不独占这部分有过任何的承诺。
这对应到 FTC 的原文中并没有冲突。因为 FTC 并没有说到 MS 对于 EU 有
过 Commitment。EU 是无条件通过 MS 对于 ZeniMax 的并购案的。所以自然不
会有过 Commitment。我想他们应该不会犯下不清楚当时这个并购案是无条件
通过这样很基本的错误。任何一个并购案是否有 remedies 都会是很直接且清楚的。
至于有提到 MS Commitment 的部分是 FTC 在其后表示
Microsoft’s past behavior should also cast more suspicion on its non-binding
public commitments to keep Call of Duty available on PlayStation consoles
through the end of Activision’s existing agreement with Sony
MS 过去的行动,使他们在这次并案做出的公开承诺效力会受到质疑。
FTC 全文中只有提到这一次 Commitment,很容易就可以查到。
因为我没有 EU 回应的整份文件,而且我也不想要去该网站注册试用。
只能从目前能看到的部分来尝试理解这部分。而从最初的几段文字来看
我想 EU 是在回应对于 MS 并购 Zenimax 是否有着附加条件这一点,而答案
很显然的是"没有"。因为并购 Zenimax 并不构成垄断,而且 EU 在做出这样
的判断时并没有依据任何 MS 做出的声明。因为这是一个明显的事实。