My last story on TX2 can be found here:
First, the CEO of NTES thinks that TX2 is doing great. He predicted that it will be the next block-buster and will have a Peak Concurrent Users of more than 1 million one year from now. See the following story:
I always appreciate comments and emails. Some of the comments I had received recently had not been friendly. I was accused that I was way too harsh on TX2’s prospect.
I think there is a misconception. I think TX2 is a great game. In terms of technology and game design, it is probably the single best game in
My problem is in NTES’s aversion to marketing.
I think there is some kind of bunker mentality within NTES.
Both XY2 and XYQ had a rough start in their life. NTES had to slowly working on both games before both games caught on 6 to 12 months from the start of commercial operation. More recently, DT1 was heavily promoted, but it was a commercial failure.
XY2 and XYQ happened 4 to 6 years ago. The competition landscapes had completely changed. Whatever works at that time might not work now. Just because DT1 was a failure doesn’t mean NTES shouldn’t do marketing. (I think DT1 just got caught in a time when
More importantly, all the recent successful games by all other game companies was achieved with the help of heavy marketing campaign.
For example, Sohu has the largest game portal in
All other major game companies also do heavy marketing campaign for all their games.
Most of these heavily marketed games failed. But on the other hand, in recent years, ALL successful games were promoted heavily.
I think NTES is living in a cocoon and can see only what it wants to see.
As a long term NTES investor, I hope NTES can break out of it. NTES is going to have 4 or 5 major games coming up. Please maximize their chance to success. Don’t kill off their chance of success just because NTES wants to pinch pennies by saving marketing dollars.