as i mentioned before, we have a special guest host for the hour, oliver luckett.ands and companies and in social media -- connect and social media. i want to talk about what is going on with the audience, but we have to talk about twitter. something you know very well. shares are following after yesterday's disappointing earnings report. lasthad 284 million users quarter, and the ceo says that growth is his top priority. he still maintains that they could have more users than facebook, a tough task. i want to bring in a senior research analyst. he upgraded from cell to hold on twitter. do you feel fundamentally better about the company, or do you just like that the shares have dropped so you see a value play? >> both. overreact on this name regularly. ll lastraded to se quarter, after they popped 30% because they beat guidance. guidance was incredibly low. the community did not have a figure much above that. mine was well above that, and they met it. >> do you think twitter could become bigger than facebook? >> it is interesting. a 140r is based on character syste