| Twitter is undervalued, Jack Doresey can't run two stagnating companies in parrallel. Cut jobs, merge the companies (because Square's IPO isn't going to be successful and combine core competencies. Square has been focusing on invoicing, cash advances, appointment scheduling, marketing features, and slicing and dicing business data, among others[0] Strip these companies down to core competencies: * Communications * Real time information broadcasting * Financial infrastructure * Global penetration * Advertisers/Brands/Companies Not PG's What Microsoft is this the Altair Basic of?", but "What Apple is this the Ipod of?"* I don't know, but as someone who never got into twitter, I'm interested to see Jack take a shot with: * both sides of the market in one place * financial infrastructure * customer tracking * brand participation. Likely result is a Merger of equals with no power struggle at the top levels. Everyone expecting this anyway so expect it to happen soon. [0]http://fortune.com/2015/08/02/square-reinvention-ipo-dorsey/ |