He's somewhat correct. I won't get into the quality of their recent games, but in the last couple years, BioWare has grown from the original one studio in Edmonton to six now. They are no longer the small, focused developers making RPGs you love.
Then that's the exact opposite of a shell!
Also, yes, I like DA2 a lot more than DA:O.
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TheRock ~ Slow dramatic zoom-pan. Doesn't phase the hooded man.