joining us now is cyrus mewawalla from cm research.ood morning. >> thanks for having me. >> great to have you here. let's kick off with twitter. it's been very much a lot of focus on it recently. why would companies want to buy it when it sort of has been slipping and failing recently? >> i think organically twitter has been failing. it's been failing to monetize its business. however at these prices it provides a great opportunity for a number of companies. so the first is if you want to compete with apple or google, let's say you're alibaba in china, this is a great way do it. facebook has an app within an app, so developers can develop apps for a social media platform. the second is if you're someone like disney, you need to move online for internet tv. this is a good platform for live tv streaming or nonlive tv streaming of tv networks. the third is if you're sales force and you have some kind of cloud batsed marketing app, thi is a good way to market products. you have 313 million users, so you can market many ways. the biggest wa