Re: WoW and 11 or 12 million subscribers...
In the last two earnings statements of Activision-Blizzard, which spans close to the last two quarters, when WoW came up, there was no mention of the subscriber base. Clearly, these statements were trumpeting the profitability of the company, so if numbers were robust, I'm sure they would have been included. I would say they were conspicuously absent.
Which means to me it is no longer 11 or 12 million subscribers. Even if there were over 10 million subcribers, I'm sure "over 10 million players" would have been mentioned, which makes me very suspicious WoW has fewer than 10 million. With China shutting down WoW that had to cut into the numbers, and while I know a number of people who used to play WoW, those still playing have shrunk to a trickle.
WoW isn't dying. With even 5 million subscribers I'm sure it would still be hugely profitable. Cataclysm has the potential to fix past mistakes with the expansions and tighten up the game even better so things can easily turn around.