joining me in the studio is bryan womack, who covers yahoo! and paul sweeney of bloomberg intelligence. she is telling investors to be patient. how patient should they be? guest: you do have something interesting going on it's just more of the same. the rates in growth are actually declining and when you look at the print, the core business is a big disappointment. you saw the stock selloff right away on that. emily: would you go that? paul: investors, as we move past the alibaba monetization issue the management team and advisers did a great job coming up with an elegant structure for that asset which will be positive for shareholders. but as we move past that investors are focusing on the core operations. what they are focusing on his topline revenue growth. this is an industry growing 15% plus every quarter and yet yahoo! is unable to post any growth. in fact, the revenue declined about 4% this quarter. the operations are lagging and we haven't seen any turnaround yet. emily: e marketer is saying twitter is on track to surpass yahoo!. how c