[CamelCaseName]

Blackberry however is down over 2300% from the height of 2007.

It cannot be more than 100% down. It's roughly 96% down from it's height in 2007.

That said, it seems quite disingenuous to use the absolute peak of Blackberry when it was almost a decade ago. You could easily look at BBRY over the time frame since Twilio IPO'd and see that BBRY was flat or slightly growing.

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Apart from that, I agree with everything else you said except for (5), can you explain how Blackberry is 'close to Amazon'?

[charlesdm]

You're right on the 96% thing. Long day.

Amazon deal: http://uk.businessinsider.com/twilio-amazon-web-services-par...

If Amazon decides to partner instead of build, I think that's an excellent sign. Amazon has also participated in their last investment round I believe, before they went public. And I vaguely remember reading something about Jeff Lawson and Jeff Bezos knowing each other well, but I'm not entirely sure whether that's correct and/or if I remember that right.

[qwrusz]

Twilio and Amazon do appear to have connections. Lawson worked at Amazon briefly. Rick Dalzell is the former CIO of Amazon and sits on Twilio's board (I would imagine he knows Bezos better than Lawson).

But executives from two companies having a close relationship is not a reason why a company acquires the other. There needs to be a catalyst. Friend's don't buy friend's companies without good reason. Are the gains way way way better than staying 2 separate companies who are partners? Did the little company fuck up and needs help getting out?...

Twilio might be an acquisition target. But I would be surprised if it's Amazon. Many reasons but mainly if Jeff Bezos starts buying public tech companies at a premium and in a price range that's 3x larger than anything Amazon has ever acquired, well I will eat my frickin shoe.

Never know of course, you may be right, maybe there is valuable IP there that AWS needs or maybe Jeff and Jeff are way better friends than anyone thought...

With that said, maybe Salesforce is a buyer? They were also a Twilio Series E investor and Benioff will buy fucking anything it seems without rhyme or reason and at any price. I wonder if there is extra office space in that big building he built and needs filling up, dude loves shopping.

Btw that link...Businessinsider is not a reliable nor accurate nor ethical source for business news. They are basically a tabloid churning out sensationalist BS and clickbait and opinions dressed as fact. Be wary.

Best of luck on your trade. Looks like you got a good price too. cheers.