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NCsoft earnings for 1q 2014... not looking pretty...

caetftlcaetftl Member Posts: 358

http://global.ncsoft.com/global/ir/earnings.aspx

Another massive drop (~25%) in revenue compared to 4q.... I wonder if that's why GW2 has been on sale so much lately and if that's why they did the whole megaserver thing...

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Comments

  • Gaia_HunterGaia_Hunter Member UncommonPosts: 3,066

    Oh noes it dropped from the XMAS quarter to the First Quarter.

    $24.5M pretty respectable.

    Currently playing: GW2
    Going cardboard starter kit: Ticket to ride, Pandemic, Carcassonne, Dominion, 7 Wonders

  • CelciusCelcius Member RarePosts: 1,880
    Originally posted by caetftl

    http://global.ncsoft.com/global/ir/earnings.aspx

    Another massive drop (~25%) in revenue compared to 4q.... I wonder if that's why GW2 has been on sale so much lately and if that's why they did the whole megaserver thing...

    WoW did cross realm servers. It must be dying. 

     

    Seriously though, those numbers are down from the holiday quarter, which were up from the previous quarter iirc. Either way, revenue has been hovering around the same % for a long time now and is only going to increase substantially with the China release. 

  • caetftlcaetftl Member Posts: 358
    Originally posted by Gaia_Hunter

    Oh noes it dropped from the XMAS quarter to the First Quarter.

    $24.5M pretty respectable.

    It also dropped to a much lower point than it was at in 1q last year... not a good sign at all... at this rate it will be at an all time low next quarter...

     

    Originally posted by Celcius
    Originally posted by caetftl

    http://global.ncsoft.com/global/ir/earnings.aspx

    Another massive drop (~25%) in revenue compared to 4q.... I wonder if that's why GW2 has been on sale so much lately and if that's why they did the whole megaserver thing...

    WoW did cross realm servers. It must be dying. 

     

    Seriously though, those numbers are down from the holiday quarter, which were up from the previous quarter iirc. Either way, revenue has been hovering around the same % for a long time now and is only going to increase substantially with the China release. 

     

    WoW has actually been in decline overall for many years.. which is why they added cross realm servers.. so you made a very good point...

     

    It spikes for a holiday quarter and you take it at the second coming of grenth... it drops an alarming amount (one of the biggest declines when put into context) and you make an excuse...

     

    It also hasn't been hovering around the same % for a long time now... 4q was actually the only quarter it had shown growth for since the game came out... it had been in steady decline before that, and has quickly gotten back to it's second lowest point all time... it basically almost completely wiped out the holiday growth... and did it all in 1 quarter... that isn't good.

  • CrazKanukCrazKanuk Member EpicPosts: 6,130
    Meh, not really as horrifying as you're making it out to be. Their revenues are actually up over 2 years ago and they are actually 3 times more profitable than they were 3 years ago (probably since they were heavily involved with GW2 development at that point). I think they're doing just fine based on the numbers and their trends. 

    Crazkanuk

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  • korent1991korent1991 Member UncommonPosts: 1,364
    Originally posted by caetftl
    Originally posted by Gaia_Hunter

    Oh noes it dropped from the XMAS quarter to the First Quarter.

    $24.5M pretty respectable.

    It also dropped to a much lower point than it was at in 1q last year... not a good sign at all... at this rate it will be at an all time low next quarter...

     

    Originally posted by Celcius
    Originally posted by caetftl

    http://global.ncsoft.com/global/ir/earnings.aspx

    Another massive drop (~25%) in revenue compared to 4q.... I wonder if that's why GW2 has been on sale so much lately and if that's why they did the whole megaserver thing...

    WoW did cross realm servers. It must be dying. 

     

    Seriously though, those numbers are down from the holiday quarter, which were up from the previous quarter iirc. Either way, revenue has been hovering around the same % for a long time now and is only going to increase substantially with the China release. 

     

    WoW has actually been in decline overall for many years.. which is why they added cross realm servers.. so you made a very good point...

     

    It spikes for a holiday quarter and you take it at the second coming of grenth... it drops an alarming amount (one of the biggest declines when put into context) and you make an excuse...

     

    It also hasn't been hovering around the same % for a long time now... 4q was actually the only quarter it had shown growth for since the game came out... it had been in steady decline before that, and has quickly gotten back to it's second lowest point all time... it basically almost completely wiped out the holiday growth... and did it all in 1 quarter... that isn't good.

    And they still have enough to push out new games like Wildstar and GW2 in China.

    So it's not bad at all, I'd say it's quite the opposite.

    Also why they did megaservers on GW2 is the result of people complaining how mid-lvl zones are almost empty. With "megaservers" (which aren't really megaservers like ESO or any of the other crap) they made zones merge together so now they get filled up with people again to make the world feel diverse and alive again in every zone.

    Also you can't expect a B2P game racking up on sales after 2 years, main source of income for it now is the cash shop.

    "Happiness is not a destination. It is a method of life."
    -------------------------------

    image
  • TbauTbau Member, Newbie CommonPosts: 401
    Originally posted by caetftl
    Originally posted by Gaia_Hunter

    Oh noes it dropped from the XMAS quarter to the First Quarter.

    $24.5M pretty respectable.

    It also dropped to a much lower point than it was at in 1q last year... not a good sign at all... at this rate it will be at an all time low next quarter...

    1st quarter last year had the game releasing in a new region so had  a sales spike.

    24.5 million places it at a pace of 100 million for the year.

    That's equal to having 555,555 people subscribing for 12 months at $15 a month. That's damn good for a game with no subscription options and places it far above some of the best MMOs in history, UO, EQ1, DaoC, SWG...none had that many subscribers at one time.

  • caetftlcaetftl Member Posts: 358
    Originally posted by korent1991
    Originally posted by caetftl
    Originally posted by Gaia_Hunter

    Oh noes it dropped from the XMAS quarter to the First Quarter.

    $24.5M pretty respectable.

    It also dropped to a much lower point than it was at in 1q last year... not a good sign at all... at this rate it will be at an all time low next quarter...

     

    Originally posted by Celcius
    Originally posted by caetftl

    http://global.ncsoft.com/global/ir/earnings.aspx

    Another massive drop (~25%) in revenue compared to 4q.... I wonder if that's why GW2 has been on sale so much lately and if that's why they did the whole megaserver thing...

    WoW did cross realm servers. It must be dying. 

     

    Seriously though, those numbers are down from the holiday quarter, which were up from the previous quarter iirc. Either way, revenue has been hovering around the same % for a long time now and is only going to increase substantially with the China release. 

     

    WoW has actually been in decline overall for many years.. which is why they added cross realm servers.. so you made a very good point...

     

    It spikes for a holiday quarter and you take it at the second coming of grenth... it drops an alarming amount (one of the biggest declines when put into context) and you make an excuse...

     

    It also hasn't been hovering around the same % for a long time now... 4q was actually the only quarter it had shown growth for since the game came out... it had been in steady decline before that, and has quickly gotten back to it's second lowest point all time... it basically almost completely wiped out the holiday growth... and did it all in 1 quarter... that isn't good.

    And they still have enough to push out new games like Wildstar and GW2 in China.

    So it's not bad at all, I'd say it's quite the opposite.

    Also why they did megaservers on GW2 is the result of people complaining how mid-lvl zones are almost empty. With "megaservers" (which aren't really megaservers like ESO or any of the other crap) they made zones merge together so now they get filled up with people again to make the world feel diverse and alive again in every zone.

    Also you can't expect a B2P game racking up on sales after 2 years, main source of income for it now is the cash shop.

    Yes NCsoft has enough to make more games?  That doesn't mean GW2 isn't in decline?  GW2 was never going to make or break ncsoft, they have much more popular games out there...

     

    They did the megaservers because there weren't enough players populating the world...

     

    You actually can expect a B2P game to be racking up on sales after 2 years... games like LoL are doing it just fine... It's really a matter of whether you have enough people playing the game to make it work...

     

    Originally posted by Tbau
    Originally posted by caetftl
    Originally posted by Gaia_Hunter

    Oh noes it dropped from the XMAS quarter to the First Quarter.

    $24.5M pretty respectable.

    It also dropped to a much lower point than it was at in 1q last year... not a good sign at all... at this rate it will be at an all time low next quarter...

    1st quarter last year had the game releasing in a new region so had  a sales spike.

    24.5 million places it at a pace of 100 million for the year.

    That's equal to having 555,555 people subscribing for 12 months at $15 a month. That's damn good for a game with no subscription options and places it far above some of the best MMOs in history, UO, EQ1, DaoC, SWG...none had that many subscribers at one time.

    So let me get this straight... you are making excuses for this quarters performance... by retroactively downplaying last year 1q?

     

    Also you are comparing gw2 numbers to games that are 10- 15 years old and came out before WoW ballooned the market numbers...

  • redgang1redgang1 Member Posts: 35
    Not surprising, they built GW2 with absolutely zero lasting power just like every other new MMO. Tack on lack of progression and the game will be a ghost town in no time.
  • MalaboogaMalabooga Member UncommonPosts: 2,977
    Originally posted by redgang1
    Not surprising, they built GW2 with absolutely zero lasting power just like every other new MMO. Tack on lack of progression and the game will be a ghost town in no time.

    You are kinda 2 years too late m8. lol

    Still good to see GW2 going strong, it puts it No.2 game in the west (if EvE hasnt surpassed 550k subs by now)

    Nice news. Release in China will certainly spice things up, it might become No.1 NCSoft game which is no small feat since it holds one of the most successful MMOs that bow only to WoW.

  • BladestromBladestrom Member UncommonPosts: 5,001
    Lol a developer published a game that is free to play and people gloat when they see a drop of profit, zero lasting power = 2years +. Gloating is rather mean spirited wouldn't you say red gang?

    rpg/mmorg history: Dun Darach>Bloodwych>Bards Tale 1-3>Eye of the beholder > Might and Magic 2,3,5 > FFVII> Baldur's Gate 1, 2 > Planescape Torment >Morrowind > WOW > oblivion > LOTR > Guild Wars (1900hrs elementalist) Vanguard. > GW2(1000 elementalist), Wildstar

    Now playing GW2, AOW 3, ESO, LOTR, Elite D

  • bostonjonbostonjon Member Posts: 19
    Originally posted by Tbau
    Originally posted by caetftl
    Originally posted by Gaia_Hunter

    Oh noes it dropped from the XMAS quarter to the First Quarter.

    $24.5M pretty respectable.

    It also dropped to a much lower point than it was at in 1q last year... not a good sign at all... at this rate it will be at an all time low next quarter...

    1st quarter last year had the game releasing in a new region so had  a sales spike.

    24.5 million places it at a pace of 100 million for the year.

    That's equal to having 555,555 people subscribing for 12 months at $15 a month. That's damn good for a game with no subscription options and places it far above some of the best MMOs in history, UO, EQ1, DaoC, SWG...none had that many subscribers at one time.

    That is impressive revenue fro GW2, glad to see the game doing well

  • stevebombsquadstevebombsquad Member UncommonPosts: 884
    Originally posted by Malabooga
    Originally posted by redgang1
    Not surprising, they built GW2 with absolutely zero lasting power just like every other new MMO. Tack on lack of progression and the game will be a ghost town in no time.

    You are kinda 2 years too late m8. lol

    Still good to see GW2 going strong, it puts it No.2 game in the west (if EvE hasnt surpassed 550k subs by now)

    Nice news. Release in China will certainly spice things up, it might become No.1 NCSoft game which is no small feat since it holds one of the most successful MMOs that bow only to WoW.

    How is it the number two game in the west? Not that I am a SWTOR fan, but SWTOR made more revenue off microtransactions than GW2 made. It made just shy of 140 million, and that didn't include subscriptions. 

    James T. Kirk: All she's got isn't good enough! What else ya got?

  • korent1991korent1991 Member UncommonPosts: 1,364
    Originally posted by caetftl
    Originally posted by korent1991
    Originally posted by caetftl
    Originally posted by Gaia_Hunter

    Oh noes it dropped from the XMAS quarter to the First Quarter.

    $24.5M pretty respectable.

    It also dropped to a much lower point than it was at in 1q last year... not a good sign at all... at this rate it will be at an all time low next quarter...

     

    Originally posted by Celcius
    Originally posted by caetftl

    http://global.ncsoft.com/global/ir/earnings.aspx

    Another massive drop (~25%) in revenue compared to 4q.... I wonder if that's why GW2 has been on sale so much lately and if that's why they did the whole megaserver thing...

    WoW did cross realm servers. It must be dying. 

     

    Seriously though, those numbers are down from the holiday quarter, which were up from the previous quarter iirc. Either way, revenue has been hovering around the same % for a long time now and is only going to increase substantially with the China release. 

     

    WoW has actually been in decline overall for many years.. which is why they added cross realm servers.. so you made a very good point...

     

    It spikes for a holiday quarter and you take it at the second coming of grenth... it drops an alarming amount (one of the biggest declines when put into context) and you make an excuse...

     

    It also hasn't been hovering around the same % for a long time now... 4q was actually the only quarter it had shown growth for since the game came out... it had been in steady decline before that, and has quickly gotten back to it's second lowest point all time... it basically almost completely wiped out the holiday growth... and did it all in 1 quarter... that isn't good.

    And they still have enough to push out new games like Wildstar and GW2 in China.

    So it's not bad at all, I'd say it's quite the opposite.

    Also why they did megaservers on GW2 is the result of people complaining how mid-lvl zones are almost empty. With "megaservers" (which aren't really megaservers like ESO or any of the other crap) they made zones merge together so now they get filled up with people again to make the world feel diverse and alive again in every zone.

    Also you can't expect a B2P game racking up on sales after 2 years, main source of income for it now is the cash shop.

    Yes NCsoft has enough to make more games?  That doesn't mean GW2 isn't in decline?  GW2 was never going to make or break ncsoft, they have much more popular games out there...

     

    They did the megaservers because there weren't enough players populating the world...

     

    You actually can expect a B2P game to be racking up on sales after 2 years... games like LoL are doing it just fine... It's really a matter of whether you have enough people playing the game to make it work...

     

    That's why I said that you can't expect from GW2 to raise in sales, which mmorpg did you see grow in sale numbers after the initial release or after an expansion release? Tho this might change now when they release in China, but it'll drop after that, as every other game.

    What exactly did I say differently, there wasn't enough people in mid-level or some low-level zones, tho it still stands that some areas were way over-populated which triggered overflows. There's more than enough people playing the game, high level zones are full mostly and WWW is constantly on queue. Which brings me to the final thing.

    LOL? really? It's a MOBA, a free one for that matter and you're comparing it to a AAA mmorpgs which costs millions of dollars more to develop.

     

    "Happiness is not a destination. It is a method of life."
    -------------------------------

    image
  • stevebombsquadstevebombsquad Member UncommonPosts: 884
    Originally posted by Tbau
    Originally posted by caetftl
    Originally posted by Gaia_Hunter

    Oh noes it dropped from the XMAS quarter to the First Quarter.

    $24.5M pretty respectable.

    It also dropped to a much lower point than it was at in 1q last year... not a good sign at all... at this rate it will be at an all time low next quarter...

    1st quarter last year had the game releasing in a new region so had  a sales spike.

    24.5 million places it at a pace of 100 million for the year.

    That's equal to having 555,555 people subscribing for 12 months at $15 a month. That's damn good for a game with no subscription options and places it far above some of the best MMOs in history, UO, EQ1, DaoC, SWG...none had that many subscribers at one time.

    Unfortunately, that number includes box sales and not just revenue from microtransactions making your comparison invalid.

    James T. Kirk: All she's got isn't good enough! What else ya got?

  • asmkm22asmkm22 Member Posts: 1,788
    Originally posted by Tbau
    Originally posted by caetftl
    Originally posted by Gaia_Hunter

    Oh noes it dropped from the XMAS quarter to the First Quarter.

    $24.5M pretty respectable.

    It also dropped to a much lower point than it was at in 1q last year... not a good sign at all... at this rate it will be at an all time low next quarter...

    1st quarter last year had the game releasing in a new region so had  a sales spike.

    24.5 million places it at a pace of 100 million for the year.

    That's equal to having 555,555 people subscribing for 12 months at $15 a month. That's damn good for a game with no subscription options and places it far above some of the best MMOs in history, UO, EQ1, DaoC, SWG...none had that many subscribers at one time.

    That's actually not a very good number for an MMO.  Those other "best mmo's in history" you list, all existed before the market had enough people to support more than a fewt hundred thousand players.  GW2 is in todays market, where there are millions of potential players.

    So no, those numbers aren't very good.

    You make me like charity

  • DakeruDakeru Member EpicPosts: 3,803

    How about waiting for the next quarter - they are releasing in China now. 

    I know I'm having these weird thoughts sometimes but I feel there MIGHT be a Chinese or two who will end up buying the game.

    Harbinger of Fools
  • parpinparpin Member UncommonPosts: 220
    gw2 is doing fine for now and their lunch in china was successful but there is also big problem , the game is 20 months old and people already started asking for expansion worth of content or expansion itself, because of lack of content EU revenue of gw2 droped sharply but NA is still doing fine even had growth, if ANET is not going to release good amount of content through LS2 or expansion itself. it is very likely to see sharp decline in NA just like EU.
  • TsumoroTsumoro Member UncommonPosts: 435
    Not trying to be ignorant here, so please feel free to correct me. but, Wildstar is a sub based game. So, if Final Fantasy 14 can turn around SE then why wouldn't Wildstar considering its looking to be quite popular?

  • AmjocoAmjoco Member UncommonPosts: 4,860
    Originally posted by redgang1
    Not surprising, they built GW2 with absolutely zero lasting power just like every other new MMO. Tack on lack of progression and the game will be a ghost town in no time.

    hmm, isn't this what people were saying almost 2 years ago? Login now and you will see a very respectful population. I have noticed an increase even the last 6 months. It won't be a ghost town by any means, it is a niche game and has a healthy fanbase.

    Death is nothing to us, since when we are, Death has not come, and when death has come, we are not.

  • MalaboogaMalabooga Member UncommonPosts: 2,977
    Originally posted by stevebombsquad
    Originally posted by Malabooga
    Originally posted by redgang1
    Not surprising, they built GW2 with absolutely zero lasting power just like every other new MMO. Tack on lack of progression and the game will be a ghost town in no time.

    You are kinda 2 years too late m8. lol

    Still good to see GW2 going strong, it puts it No.2 game in the west (if EvE hasnt surpassed 550k subs by now)

    Nice news. Release in China will certainly spice things up, it might become No.1 NCSoft game which is no small feat since it holds one of the most successful MMOs that bow only to WoW.

    How is it the number two game in the west? Not that I am a SWTOR fan, but SWTOR made more revenue off microtransactions than GW2 made. It made just shy of 140 million, and that didn't include subscriptions. 

    Please post official EA data on SWTOR earnings.

    SWTOR didnt make fraction of that.

  • FlyByKnightFlyByKnight Member EpicPosts: 3,967
    Adding China as a region is going to boost revenue something fierce whether you like the game or not.  The population of China is just good for business.  It seems like ArenaNet and NCSoft are willing to do ANYTHING but add a new region or fix long standing issues (particles, culling priority, etc).
    "As far as the forum code of conduct, I would think it's a bit outdated and in need of a refre *CLOSED*" 

    ¯\_(ツ)_/¯
  • BeelzebobbieBeelzebobbie Member UncommonPosts: 430

    I don't see this as bad news either, sure it isn't any good news either but is GW2 dying? No not even close. The game has a huge playerbase and were ever you go it's filled with players some places even to many. WvW has ques almost around the clock, takes only a few seconds to get into spvp battles, and people everywere doin quest.

    Sure megaserver has been great for unpopulated zones but saying that GW2 is dying is nothing more then a haters word to spread lies about a game they don't enjoy.

    China is released and this will boost there income alot for the next quarter.

    With the chinese release of GW2 it will with no doubt make it the second biggest mmo on the market and if Anet will get there thumbes out of there asses and release an expansion then the game will grow even more.

    Population wise it has to be in the top 5 easy in the mmo world right now, not that bad for a game that has been out for 2 years and hasn't released an expansion.

    Wonder how big other games will be in two years? Eve like wow will never die they have a solid playerbase. ESO? My guess is F2P with a low number of players if they don't get there act together soon (hope they will).

    Wildstar I really have no clue at one hand I feel they will fail big time but on the other hand I see a sucess for a solid playerbase due to their raiding options that really no one else offers except wow.

    I see archage getting a smaller but loyal crowd that will keep the game alive longer then most.

    Everquest next is the next big thing that could strike big but it's to early to know.

    Space citizen feels to good to be true (hope it's true).

    repopulation will never be huge but I think it's a game that will do great, better then the developers thought cause I don't really see them as a company who is trying to out conquer the mighty wow for the throne in the mmo market.

    All these korean games coming usually never becomes anything in the west. They always look great but ends up as failures with nothing to offer but a everlasting grind.

    These are just my own thoughts to the mmo market and there are no proof that I am right so you don't really have to hate me to much for wrighting this.

    Me personally hope that all the games above to great cause I don't really see any of them being a threat to the population of GW2 more then the first month or two when they are released.

  • MalaboogaMalabooga Member UncommonPosts: 2,977
    Originally posted by asmkm22
    Originally posted by Tbau
    Originally posted by caetftl
    Originally posted by Gaia_Hunter

    Oh noes it dropped from the XMAS quarter to the First Quarter.

    $24.5M pretty respectable.

    It also dropped to a much lower point than it was at in 1q last year... not a good sign at all... at this rate it will be at an all time low next quarter...

    1st quarter last year had the game releasing in a new region so had  a sales spike.

    24.5 million places it at a pace of 100 million for the year.

    That's equal to having 555,555 people subscribing for 12 months at $15 a month. That's damn good for a game with no subscription options and places it far above some of the best MMOs in history, UO, EQ1, DaoC, SWG...none had that many subscribers at one time.

    That's actually not a very good number for an MMO.  Those other "best mmo's in history" you list, all existed before the market had enough people to support more than a fewt hundred thousand players.  GW2 is in todays market, where there are millions of potential players.

    So no, those numbers aren't very good.

    Its No.2 in the west. Beat all those huge IPs and 200-300 million $ MMOs. And all that as a B2P game. Somehow that isnt good enough? 

    And when China joins (well it joined but no numbers until next quarter ;P ) it will be quite a presence in MMOs, probably trumping even bastions like Lineage 1.

  • stevebombsquadstevebombsquad Member UncommonPosts: 884
    Originally posted by Malabooga
    Originally posted by stevebombsquad
    Originally posted by Malabooga
    Originally posted by redgang1
    Not surprising, they built GW2 with absolutely zero lasting power just like every other new MMO. Tack on lack of progression and the game will be a ghost town in no time.

    You are kinda 2 years too late m8. lol

    Still good to see GW2 going strong, it puts it No.2 game in the west (if EvE hasnt surpassed 550k subs by now)

    Nice news. Release in China will certainly spice things up, it might become No.1 NCSoft game which is no small feat since it holds one of the most successful MMOs that bow only to WoW.

    How is it the number two game in the west? Not that I am a SWTOR fan, but SWTOR made more revenue off microtransactions than GW2 made. It made just shy of 140 million, and that didn't include subscriptions. 

    Please post official EA data on SWTOR earnings.

    SWTOR didnt make fraction of that.

    It was in a report by SuperData that was reported widely across the net. Feel free to use google and find it. While you are at it, show me where anyone states that GW2 still has more than 500K people playing. Oh that's right, you can't.......

     

    James T. Kirk: All she's got isn't good enough! What else ya got?

  • MalaboogaMalabooga Member UncommonPosts: 2,977
    Originally posted by stevebombsquad
    Originally posted by Malabooga
    Originally posted by stevebombsquad
    Originally posted by Malabooga
    Originally posted by redgang1
    Not surprising, they built GW2 with absolutely zero lasting power just like every other new MMO. Tack on lack of progression and the game will be a ghost town in no time.

    You are kinda 2 years too late m8. lol

    Still good to see GW2 going strong, it puts it No.2 game in the west (if EvE hasnt surpassed 550k subs by now)

    Nice news. Release in China will certainly spice things up, it might become No.1 NCSoft game which is no small feat since it holds one of the most successful MMOs that bow only to WoW.

    How is it the number two game in the west? Not that I am a SWTOR fan, but SWTOR made more revenue off microtransactions than GW2 made. It made just shy of 140 million, and that didn't include subscriptions. 

    Please post official EA data on SWTOR earnings.

    SWTOR didnt make fraction of that.

    It was in a report by SuperData that was reported widely across the net. Feel free to use google and find it. While you are at it, show me where anyone states that GW2 still has more than 500K people playing. Oh that's right, you can't.......

     

    Oh, so you have NOTHING.

    Some random numbers that were "reported wildely over teh internet" lol

    thank you, but random numbers dont count.

This discussion has been closed.