walkman - 5:39 pm on Jul 19, 2011 (gmt 0)
I agree that it will probably be a floating ad section with a "load more" option. This might also consolidate advertisers, making them bid up to the wazoo and causing small ones to drop bidding for good keywords.
As for the rest, Shatner: for people to leave they need to find a better engine and Google /Bing can always change and leave it up to the tipping point. Also, not all traffic is the same. "Home Loan" and "chart of gray shades" have quite a different value to Google /Bing and us.
And after going public, with some narrow exceptions, earnings matter. The Wall Street will put up for a while but even then they will drive your stock so low that you cannot pay your employees with stock options anymore, and you will have many unhappy employees, since their $1 million becomes $700K...or $180K. So Goog, MSFT or AAPL can tell Wall Street to f-off, but it's not smart.
Look what happened to Google's stock on the first quarter and what happened in the second one.