MGS2 has a fantastic story, but the problem lies in its presentation. It's made more complicated than it really is, so it confuses the hell out of you if you don't pay attention. Substance is just a re-release with extra stuff, like VR missions and such, but the main game is untouched.
It's best to have played MGS1 beforehand, but I don't think it's really necessary. Story-wise, you'll have a better basis when you start playing MGS1.
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