Replies to post #2788 on Zynga Inc (ZNGA)

[Holycroc]

It really seems these days the entire company is hinging on Internet gambling. Online "social" games do get old, and you constantly rely on new titles to keep things fresh. And not just new titles, but "really" good new ones, tall order. And even with each new hit, it gets old with time and you need another one.

However what won't get old is real gambling. I see hardly no article writers really putting much attention to this as to it being a potential huge and overwhelming part of Zyngas make up, so perhaps I'm wrong about it becoming the most important focus of the company. I could see the social games take a back seat to things. It'd just be another gaming thing like Lucky Gem or Caesars on Facebook, and all the money would come from the gambling.

I dunno. Is it just me or even if the internet gambling goes across all states, will it still then not be that "huge" of a part of the Zynga umbrella? Considering so little attention is given to that possibility at this point, I can only reckon not.

[PokerVertigo]

No problem, just let me know any questions you have and I'll answer it to the best of my knowledge. I think we head up in anticipation of Zynga beating weak expectations of the stock.

I still stand by my original statement, right around here, get rid of little bit of stock, and don't end the day with more than you're willing to lose. 50% is a good amount of stock to hold on to.

I still think they will not meet market expectations of earnings, I think they'll be close, but under. I still think even if they're somewhat under, the stock will not crash, but others have had a different take on that.

Play it safely.