From an Invitation Only Private Group of Investors that chat about the "Street Whispers" that more then often become fact. When Zuckerberg came out in NYC touting as ZNGA as the next BIG INTERNET SENSATION the Company was put on the front burner of breaking down ALL info crossing the wires and the back room whispers. A good example was Google Earth that branched into Google Maps, Navigation, and others that did and did not develop. Right now the Whisper on the Street is FB and ZNGA are going after CRM's $20 Billion in Market Cap. This is "VALID" considering the "PROBABILITY" of this becoming a reality if both Companies decided to go ahead with the deal. I hope this helps. I hate the new YAHOO! Policy that does not allow posting of links also.
thanks for the information . if you look at zynga's balance sheet , they have invested $500 mill on creating infra , which is the zCloud . Which in immediate term is going to save them $100 mill a year in renting the same from amazon . its also the platform which is giving them the leverage of launching partner games at very less cost compared to competetior . And its also the platform on which future cloud based business models(like CRM) will be implemented .
i have said this before and state again , zynga has absorbed all the right upfront, typicaly companies spread it over years. hence negative eps. its a profitable company and it will start showing very soon .
net net its a game changing company ,creating a brand new eco system. most people dont get it .