????沃豪斯稱：“Zynga在移動游戲領域正在取得進展?！彼硎荆磥韼啄暌苿宇I域?qū)瓉肀l(fā)式增長，預計到2015年，移動游戲全行業(yè)的營收將達到80億美元，遠高于目前的20億美元。

????還有就是Zynga的在線紙牌游戲。如果美國當局允許在線紙牌合法化，那么在使用真實貨幣的博彩游戲市場，Zynga的在線紙牌游戲就將為其帶來意外橫財。不過，如果聯(lián)邦法律不對其開禁，只有各州立法通過的話，這種效應就不會那么顯著。巴戈說：“這意味著只能在某個州內(nèi)玩這種游戲，與聯(lián)邦政府通過立法相比，這項業(yè)務就會變得支離破碎?！迸c此同時，Zynga計劃在全球推廣這種游戲，因為國際上在線紙牌游戲已經(jīng)合法化了。但就算是這樣，這也并不是一條坦途，因為歐洲市場的競爭早已白熱化。

????就算所有這些計劃能在理論上實現(xiàn)增長、扭轉頹勢，公司仍然需要拿出可信的季度收入數(shù)字，才能說服滿腹狐疑的投資者和分析師。巴戈表示：“他們需要連續(xù)幾個財季都富有執(zhí)行力，在投資者的懷疑情緒對股價產(chǎn)生不利影響前，展現(xiàn)強勁的增長勢頭并遏制住高管流失的趨勢。”

????就算是最有耐心的分析師也表示，他們需要在接下來的9到12個月中看到這樣的復蘇。如果無法做到這一點，也許就是積極尋求戰(zhàn)略性備選方案的時候了。沃豪斯稱，屆時，平克斯“將有責任聽取”收購要約。

????而平克斯本人拒絕就此置評。

????譯者：清遠

????"Zynga is making progress in mobile games," says Vorhaus. He says the mobile market is poised for potentially explosive growth over the next few years, as industry-wide, mobile gaming revenue is expected to hit $8 billion by 2015 from its current level of $2 billion, says Vorhaus.

????Then there's Zynga's online poker game. If the US legalizes online poker, it could be a potential windfall for the company's Zynga Poker game in the real money gaming market. However, if no federal law is passed and poker is legalized on a state-by-state basis instead, the impact would not be as strong. "It means you could only have people in one state play with each other -- it becomes a much more fragmented business than it would with a federal solution," says Bagga. In the meantime, the company plans to expand the game internationally, where online poker is already legal. But even then, it won't be cakewalk as competition is intense in Europe.

????While all of these plans could generate growth and a possible turnaround in theory, the company will need to show it in quarterly earnings numbers to turn skeptical investors and analysts into believers. "They need to execute for a few quarters, show strong growth and plug the executive departures before investor sentiment turns positive on the shares," says Bagga.

????Even the most patient analysts say they need to see such a turnaround in the next nine to 12 months. If this doesn't happen, they say, perhaps it would be time to actively look at strategic alternatives. Pincus "would be obligated to listen" to offers, says Vorhaus.

????Pincus declined to comment for this story.