A few thoughts on Zynga Pre IPO

• Posted by blonde
• on December 15th, 2011

“Zynga is likely to be priced between $8.50 and $12 and raise $900 million in its IPO who could come as soon as this Friday. ”

1. Zynga really is a forerunner of how gaming will be done in the future…

2. Their brilliance in hooking up with Facebook $FBOOK and Amazon $AMZN gave them the possiblility for handling exponential growth..

3. Zynga $ZYNG  has basically brought the concept of branded”virtual goods” and sponsorships  in less than five years to multi-billion dollar reality today.(Ok, so Farmville and Mafia Wars aren’t REALLY reality-but you get it. )

4. Although at first blush, $ZYNG  may look like a Seinfeld stock (a stock about nothing,)
I view it as another recession/ bi_furcated consumer market play. The faction of the consumer that is actively entrenched  in these  virtual games is trying to escape reality. They’re sitting in a cubicle in front of a computer all day. They don’t have the discretionary income to escape to a tropical locale, or even Disneyworld $DIS.  So, being the “Don” of your own mafia crew, or the queen of all you survey in CastleVille, YOU create your OWN reality. Your way.

Now, quit reading this and get back to work!

The information in this blog post represents my own opinions and does not contain a recommendation for any particular security or investment. I or my affiliates may hold positions or other interests in securities mentioned in the Blog, please see my Disclaimer page for my full disclaimer.

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