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<p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";
color:#1F497D'>It strikes me as odd that at this particular time Google decides
it no longer wants to play ball with the Chinese govt. I suspect the e-mail
hacks have gone on for years, if they haven’t, I’d be very
surprised. So why now, is fascinating.<o:p></o:p></span></p>
<p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";
color:#1F497D'>I think Frank’s point: <o:p></o:p></span></p>
<p class=MsoListParagraph style='text-indent:-.25in;mso-list:l0 level1 lfo1'><![if !supportLists]><span
style='mso-list:Ignore'>1.<span style='font:7.0pt "Times New Roman"'>
</span></span><![endif]>A quick deflationary note: If I were running a
general purpose search engine with a ~33% market share (as Google does in
China), facing a competitor with a ~60+% market share (like Baidu), I'd
seriously consider exiting the market. We've now reached a point at which
dominance in general purpose search is self-reinforcing.*<o:p></o:p></p>
<p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";
color:#1F497D'><o:p> </o:p></span></p>
<p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";
color:#1F497D'>The only other possibility that strikes me is that somehow the
hacking is actually getting to the search engine algorithms.<o:p></o:p></span></p>
<p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";
color:#1F497D'>Whatever the reason, coming from Google it is hard to believe it
is not founded deeply in a business rationale<o:p></o:p></span></p>
<p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";
color:#1F497D'><o:p> </o:p></span></p>
<p class=MsoNormal><span style='font-family:"Trebuchet MS","sans-serif";
color:#1F497D'> </span><span style='font-size:10.0pt;font-family:"Trebuchet MS","sans-serif";
color:#1F497D'><o:p></o:p></span></p>
<p class=MsoNormal><b><span lang=EN-GB style='font-size:9.0pt;font-family:"Verdana","sans-serif";
color:gray'>k e n
a n d e r s
o n</span></b><span lang=EN-GB style='font-size:9.0pt;font-family:
"Trebuchet MS","sans-serif";color:gray'> </span><span lang=EN-GB
style='font-size:10.0pt;color:gray'><br>
</span><span lang=EN-GB style='font-size:8.0pt;font-family:"Trebuchet MS","sans-serif";
color:gray'>People and Practices Research <br>
Intel Labs<o:p></o:p></span></p>
<p class=MsoNormal><span lang=EN-GB style='font-size:8.0pt;font-family:"Trebuchet MS","sans-serif";
color:gray'>503 456 1522</span><span style='font-size:8.0pt;font-family:"Trebuchet MS","sans-serif";
color:gray'><o:p></o:p></span></p>
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<p class=MsoNormal><o:p> </o:p></p>
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