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Zynga, Inc. Message Board

  • bluesimperials bluesimperials May 7, 2012 9:51 AM Flag

    Its all better than good... market priced it in, IMO

    ZNGA leads its market, strategic partner of FB and seen as a asset, tied at the hip by user engagement time, and to be the next biggest Advertising market.
    Only gets better from here.
    AD vol up Q/Q and FB paying Z more on placement & click.
    Mobile in its infancy and accelerating faster than anything.
    Game development crossing all device platforms (with ADs).
    AD Co-Branding rampant "Villes" franchise and distribution channels- Wal-Mart-Frito Lay, they'll be more of this hopefully beverage alliance or McDonald's...
    Hasbro licensing deal, game & product rev share.
    Last but not least, ZCloud buildout, reduces dependency on Amazon Cloud & ops cost and paves the way for platforms capability for online gambling of which I believe is already in Beta development surrounding first adopter US States from Fed's 2011 guidance. Major states include (NJ- Atlantic city, Nevada, Las Vegas and Reno... NOTE: ZYNGA DISCONTINUED USER ACCESS TO TEXAS HOLDEM SERVERS IN THOSE STATES.

    As for shares - 6-700M already in float, 100M in nonprofit trust, 200M in reserve. All senior directors sold just enough to cover their tax liability only.

    Position: LONG.

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