[IRP] The Digital Daily Feed: Google’s Not the Competition, It’s the Environment in Which You Compete

Katitza Rodriguez katitza
Wed Dec 9 23:58:23 EET 2009


The Digital Daily Feed

November Search Stats: Google?s Not the Competition, It?s the
Environment in Which You Compete

by John Paczkowski
Posted on December 9, 2009 at 12:07 PM PT

November search metrics are beginning to roll in and they?re pretty
much what you?d expect. According to Experian Hitwise, Google?s
(GOOG) share of the U.S. search market rose 1.4 percent in November
from a month earlier to 71.6 percent. Meanwhile, Yahoo?s (YHOO)
share fell 4.6 percent to 15.4 percent and Microsoft?s (MSFT) Bing
slid 2.4 percent to 9.3 percent (see table below; click to enlarge).

ComScore data on the search market are widely considered the
industry standard and therefore more closely watched by Wall Street.
Still, the big picture is clear: Google is not the competition, it?s
the environment in which you compete. The IT industry used to say
that about IBM (IBM), but today, the adage seems equally applicable
to Google, which dominates the search market just as IBM once
dominated the computer industry.
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