I think Tim Bradshaw at the FT has picked up on a piece of that puzzle as he notes Bango’s share price boosting (40% jump on day) deal with Facebook that possibly allows Facebook to offer direct-to-carrier payments for virtual cows, sheep etc and thus find a way to by-pass the awkward Apple rule about paying 30% of revenue through iPhone and iPad apps…

http://thebln.com/2012/02/facebook-bango-deal-might-give-big-clue-to-facebooks-mobile-strategy/