From the recent tweets by https://twitter.com/danwrong it looks like Twitter are moving entirely to HTML5 pushState, and leaving IE users with full page refreshes rather than continuing to serve them #! - Dan says "I'm not sure why everyone is so adverse to page refreshes these days. You can make them fast too."
Of course, Twitter are going to have to include a piece of JavaScript on the http://twitter.com/ homepage which checks for a #! and redirects the user to the corresponding page - and they'll have to keep that JavaScript there forever, since they have nearly two years worth of links that they need to avoid breaking. One of the many reasons #! is such a nasty hack.
In terms of performance, this is going to make Twitter a lot /faster/ for me - I often open Twitter profile pages in new windows (due to working on Lanyrd) and each new window has to pull in and execute a HUGE chunk of JavaScript before it will display the page. Being able to just load a regular HTML page will be much faster for me.