ZNGA hidden value in online gambling laws?

$ZNGA has 29 million MAU for Texas Holdem. If online poker is legalized in US (as seems to be trending towards), this is potential huge $$$. Hidden value? Keith Rabois passed along thoughts that casual poker players and gamblers are two very different segments. And that even for lead gen purposes, the value might not be substantial to ZNGA.

But speculate away 🙂