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I don't think Twitter cuts it. It's brief by design and is not a business platform for serious businesses.

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I said it yesterday. They're a one-legged man in an ass kicking contest and they'll be serious when they file. Right now Twitter is great, free gorilla marketing for the company and they're doing a great job at it.

The compelling story has been coming like a slow train from China for over a year now. We're going to have to wait for KBM. That's a given at this point, so I expect very little moving into the final quarter. If they surprise us, terrific, if not, we wait.

I think that they would agree that they're on the track for serious, but they have a few more miles to travel before we can place them in that category. Fundamentally, no argument. Stock-wise, fill in the blanks.