Although I think it's a positive (no revenue sharing, allows entry into mobile and online gambling), it will be interesting to see what the market thinks. There may be some share movement next week even without any online gambling news.
You are correct! Great for Zynga! Nothing for FB. I think by the end of Friday znga price up nice and slow all day.
Bad for facebook... they just lost about 15 percent of their income.
Good for ZNGA... can attract a different population of gamers on top of the already playing facebook players...