Twitter is an enigma. A household name with an large and engaged user base. A powerful platform that has supported the growth of countless businesses on top of its pipes. A force for freedom, commerce and distribution. The revenue story is only just beginning at Twitter while rumors swirl about its eventual acquisition by either Facebook or Google for a reported $8-$10 billion. It has also had some legendary outages, and continues to crash on a fairly regular basis. Few revenues, iffy infrastructure, $10 billion. Really? Crazy? Well… Twitter, like Facebook is a unique property. It is the global connective tissue linking together millions of people across the globe, enabling the sharing of news, ideas, hopes, dreams, product reviews and offers. For some it has replaced newspapers, magazines and RSS as a vehicle for aggregating relevant information from trusted sources. For others it serves as a platform for sending messages to a targeted audience. Widespread adoption and brand are its competitive barriers, much as Bloomberg chat locked in hundreds of thousands of terminal subscribers for decades. In the hands of Facebook or Google, might a $10 billion price tag be rational from both economic and strategic perspectives? It may, indeed.

- Roger Ehrenberg, Froth or famine?

I am in agreement.

My bet is that Twitter will remain independent for some time, like 2 years, but will be eventually acquired by Google, north of $25B.