I do not think i can agree with you. Twitter is much more than that. I do believe that it is overvalued but that is because all social networks seem overvalued... they are essentially middlemen and i am skeptical of middleman saturated markets... But they do provide a service. To truly understand how twitter works you have to consider how it operates not as an inclusive network but as a cluster hopping network. It is kind of like a free marketing database type of thing that gives you live expressions that contain sentiment about various things. The money to be made in twitter is moreso the off page money. Competing with google for add purchase? don't think so... What can they do? To understand this is difficult because so much of the services are essentially the same. The best thing about twitter is that you can use it to get a good range of the layer of relation below a trending topic... But of course... this requires data mining. Twitter exists because it makes data... it sells nothing really.
You are not understanding the full potential, nor the mindset of the consumer. You are thinking in terms of text... and desktop. Think in terms of mobile and graphics... but most importantly twitter can be used as a tool to directly increase the search value of some content you want to give form to. Twitter is good for info graphs and resource links.
I agree but here is the problem: THEY DON'T MAKE MONEY by doing that. Just because it's great for the consumer doesn't mean it's good for business.
$TWTR how could you all say this is dead. They have millions of users and billions of tweets . Celebrities live on it?
You seem to be the subset that "gets it". I may be underestimating the value of the data produced by this company. Given all the hype about big data analytics, the true potential has yet to be unlocked. I am not a fan of television, but look at the size of that economy. While TWTR may not be able to produce growth for the "considerable future", I think it's value can be unlocked by being acquired by a bigger company with a depth of resources to employ. I think TWTR will eventually be acquired by Microsoft much like Skype. That's my pump for the day. Welcome to ET. Your off to a good start with insightful and productive posts.
They have to sell out. They can't let the possibility of a recession or a severe correction vaporizing those stock options. http://www.bloomberg.com/news/artic...lk-may-help-turn-company-into-takeover-target My guess is around $35.