I would. A friend who works at Zynga showed me around a week ago. It looked like Wall St. meets Silicon Valley. Real-time metrics scrolled across flat screens. And huge teams of engineers packed into single rooms plotted different ways to bilk housewives. It was the first software company I'd ever seen where money was the metric. They have a quarterly bonus schedule and everyone was aware of how much money they've made for the company. If it weren't for the giant cardboard cartoons hanging from the ceiling, the dyed hair and the dogs, it would be indistinguishable from my sister's high yield bond desk at Morgan Stanley.

That beast is hungry. I wouldn't bet against it.