On Mon, Apr 9, 2012 at 5:23 PM, PT <cft...@gmail.com> wrote:

> Where does it have left to grow?  It already has most of S. Korea and
> the Philippines, and a lot of the rest of the Asian market.  The North
> America market is completely saturated.  I highly doubt they are getting
> into China any time soon.
>
> A good 10-20% of their traffic (and revenue) is from people playing
> those Zynga games.


There is lots of room for growth.  Not in membership, but in business
lines.  That's why they are acquiring new business lines.  It's easy to
smugly sit back and make fun of Facebook, but I think they have a huge
amount of runway left and lots of future potential.

-Cameron

...


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