Bubble? Will tomorrows Fb earnings shape the next year(s) in startup funding?

Just read all of the reports from Zyngas poor quarter and how the stock is getting rattled in after hours trading. It's hard to ignore tomorrow's earning report from Facebook. I've had a few conversations with friends that winter is coming, but are we looming on a huge bubble here? If tomorrows earnings are disappointing, will that cause a huge chain reaction that will rattle investor confidence within the startup world? Netflix, Grpn, Znga, and now facebook.. Is winter coming?