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Weren't there voices warning about that possibility back when Google was buying DoubleClick? http://en.wikipedia.org/wiki/DoubleClick#Acquisition_by_Goog.... comes to mind

In any case, what you wrote seems to confirm that Google is advertising company rather than general internet service company or web search company.

Edit: in any case, Google, while having smaller revenue and market cap than Apple, seems to be able to put squeeze on the competitor exactly because it can leverage having large share of (advertising) market against Apple's medium share of (consumer electronics) market.




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