LNKD) to Zynga ( ZNGA). In the grand scheme of things, they are new companies, and organizations in the larval stage set little in the way of long-term patterns. Even their industry (if you can even call social media that) is new, open to years of wholesale change. Is Facebook's earnings report today going to count for something? Sure, it will have an inevitable impact in the coming days and weeks on the stock price and public perception. But long-term, Facebook is still an open book. At the time of publication, the author had no positions in the stocks mentioned. This article is commentary by an independent contributor, separate from TheStreet's regular news coverage.