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I'm confident Zynga will succeed, and this is just a temporary setback. They are incredibly smart and have a solid business model. I don't think social games are going out of fashion any time soon, although I do think they are moving toward the mobile realm. Zynga also has an amazing track record of growing companies it acquires. After the purchase of Words with Friends from Newtoy for $53M, they doubled their daily active users in 6 months. I do think they may have to focus more of an effort on figuring out new avenues of driving revenue for the company. Because ultimately that's what investors are looking for.


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