In this email, Phil is talking about Microsoft's grand plan to acquire not just Nintendo but also Valve, the genius behind Steam.
Phil is super enthusiastic about Nintendo, calling it "THE prime asset for us in Gaming." He believes that gaming is Microsoft's key to staying relevant with consumers, and he's been talking with Nintendo's leadership about tighter collaboration.
But here's the kicker - Microsoft's former board member, ValueAct, has been buying up Nintendo shares.
Phil thinks this could create an opportunity for Microsoft to make a move. And if you thought that was mind-blowing, Phil drops the bomb about Valve and Steam.
Can you imagine Microsoft owning both Nintendo and Valve? It's a gaming dream come true, although Gabe Newell seemed to brush off the idea back in 2007.
Phil also mentions other potential acquisitions, like Warner Bros Interactive and ZeniMax, which did happen later on.
Phil's excitement shines through as he discusses these possibilities. It's like he's chatting with a fellow gaming fan, and it's pretty cool to see the gaming industry from this perspective.
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