Interesting, I dont think Zynga brings in more revenue than facebook; however, facebook is trying to gradually acquire 30% of Zynga's revenue through facebook currency. Fb doesn't even need to acquire Zynga.

Zynga has a very weak hand, and facebook can always give priority placement to game companies that decide to play by the new fb rules.

Zynga's games are absolutely replaceable all the game companies have games that are almost perfectly identical.

This "leak" shows how weak Zynga's position actually is.

The games themselves may be replaceable, if you're just starting out.

But I don't think that anyone who has invested over a year in gaining achievements and advancement in FarmVille is going to just switch to a new farm game and start all over again.

Agreed, and these days I'd say most of Zynga's marketing is piggybacking on their existing games. They use their position as leverage to introduce new 'properties', which I'd guess they could use to direct you off of Facebook. Especially if this off-FB site of theirs takes off and the bad press continues.

That's quite true, I hadn't thought of the individual achievements in the game. It will be interesting to see how strong that investment would be for users.

Facebook could do anywhere between $1.1 to $2 billion in revenues this year. Zynga is doing at most $600 million.