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To: The Ox who wrote (2789)	11/6/2013 10:13:17 AM
From: richardred	Read Replies (2) \| Respond to of 8239

I saw the close AH last night and knew it was not going to be a good morning. I read the cc transcript. The company is still throwing out a lot of cash flow. They authorized 100 million dollar share buyback. They are also changing the business model (divestitures). I usually don't bail on signs of trouble if I'm in beforehand ready to hold for a longer period. The balance sheet is in good shape to do that. I'm still giving weight to it as a TO speculation. VCLK is most likey to big for Twitter to swallow, but IMO, in time, a stock deal is still plausible. There's no rush for me to jump in and buy more as I'm already in. I'll be looking at ad deals in this social media industry. Deals generally lead to more deals in the space. In the mean time. I think the buyback will give it some support, but on weak market days it could easily break the 52 week low. >Twitter poised to hit acquisition trail ft.com