Hmm, you are right. If the host chooses randomly, we get this tree:
- 1/3 it is behind your door
- 1 host picks a goat
- switching always loses -> 1/3 chance of losing
- 2/3 it is behind one of the other two doors
- 1/2 host picks the goat
- switching wins always -> 2/3 * 1/2 = 1/3 chance of winning
- 1/2 host picks the prize
- result undefined -> 1/3 chance of ending up here
So you get 1/3 wins, 1/3 losses, 1/3 undefined. So given the goat is revealed, you have a 1/2 chance to win by switching.
On reflection, this makes sense. The host is indeed leaking information by not be able to pick the around the prize. If the prize is not behind your door, his choice is constrained. So his revealing it supplies information about that constraint. If he is not constrained, then you are both picking doors at random. I'm sold.