They are definitely trending the right way in terms of downloads...

They are definitely trending the right way in terms of downloads and revenue, I like the tencent deal, but that depends how heavily tencent promote it.

I was just looking at there site alot of standard unbranded games on there have 30 to 40 millions downloads, I saw a similar game with 75mill downloads, so huge potential there to swing alot of customers this way with a good branded game.

I do like the app business and there model, throw a bunch of branded game till one sticks, cause all you need is one good game that gets popular and you can make tens of millions for pretty minimal additional investment, popular games make alot of profit.

I personally really don't do tech investments though because I don't understand the business and the expectations that well, but I will keep an eye on it see what games they release and how the downloads pile up before the next quarterly.