So when is Zynga's traffic going to normalize? Most of the guys I know have already stopped playing the game.<p>I was actually thinking, what about creating the same game except only obscene/explicit/offensive adult drawings & word choices? There should be plenty of immature people wanting to play the game with their immature friends. I would : )<p>I read the rules on the Apple app stores and it doesn't seem promising to obtain approval. If someone knows how to find a loophole into getting it approved, please let me know!<p>BTW. I think everyone is valuing Zynga incorrectly.
Wall street guys and VC guys alike are looking at Zynga with an incorrect model just like all the street guys built incorrect assumptions in their models for housing before it popped.<p>People should be valuing the company on a risk-adjusted long-term discounted cash flow basis (similar to an early stage pharmaceutical company) mixed with sensitized accretion/dilution models as these companies have to continuously go on acquisition sprees if they do not organically produce good games... But at one point or another, they're not going to create cool games / there won't be another OMGPOP available to buy OR what they bought cools down faster than what they envisioned; and that "RISK" is not currently priced in today's stock price.<p>Hot games come and go over time but with very little visibility to know when it'll get cold. So what would happen if I was able to create OMGPOP2 - adult version and somehow it was approved and got crazy popular taking market share from the original game. Then Zynga just wasted a lot of the 200m they just paid for (I heard it only makes 200k a day on ads)... that's a long ways to go to make up that 200m watermark to break even, taking into account fairly strong growth...<p>GG.