Google Would Be An "Instant Fit" For Acquisition of Twitter

Twitter Investor Comments

[engine]

I would not like to say just yet if the suggested acquisition by Google of Twitter would be a good thing or not until i've seen how it might work. Either way, it does beg the question if twitter can remain independent.

Longtime Twitter Inc. investor Chris Sacca said it would be a good fit with Google Inc. in a merger scenario, even as he pushed for the company to improve its products and services to lure more users and advertisers.

“I think it would be a fantastic use of Google’s cash,” Sacca said on CNBC Wednesday, when he was asked whether Twitter should remain independent. “It’s an instant fit. This is the thing that Google never had. They’ve never understood social, have never understood those personal interactions. This bolts in quite clearly.” Google Would Be An "Instant Fit" For Twitter [bloomberg.com]

[toidi]

I am sure this was the plan all along. Build it and they will come, with obscene amounts of money. If i was an investor in twitter i would be saying the same thing to anyone who is willing to listen.

[engine]

I agree, financial investors have a slightly different outlook to the bosses. Investors want the best return as fast as possible, but an officer of the company has more than a financial interest: They want success: Even if that may be at a different price.

I'm sure some investors are becoming slightly disillusioned that the growth at twitter appears to have stagnated.

How can twitter remain independent, and how would Google make it a good fit?

[martinibuster]

Twitter's stock price and the investor enthusiasm seems to have crested and headed downhill. Brazen flirting with Google seems unseemly. Google already has a deal to sell Twitter advertising via Doubleclick, so they already have the data and a slice of Twitter's advertising revenue. Does Google need to buy the cow if they're already getting the milk? Reporters are saying [businessinsider.com] that Twitter will enhance Google by providing data to mine to improve their search engine relevance. Personally, I don't see Twitter data as that important for improving Google's search relevance. And I don't feel Twitter is going to transfer any social media mojo to Google, either. Yet how knows... maybe Google would take it to keep it out of Yahoo or Microsoft's embrace.

From The Street [thestreet.com],

"We rate TWITTER INC (TWTR) a SELL. This is driven by some concerns, which we believe should have a greater impact than any strengths, and could make it more difficult for investors to achieve positive results compared to most of the stocks we cover. Among the areas we feel are negative, one of the most important has been unimpressive growth in net income over time."

...The company, on the basis of change in net income from the same quarter one year ago, has underperformed when compared to that of the S&P 500 and greatly underperformed compared to the Internet Software & Services industry average.