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Google may be on its way out as the dominant player in search, according to one analyst — and could even "disappear" in as little as five to eight years if the competitive pressures that ultimately claimed other search giants start to take root.
"The question is, is that move going to degrade the service, is that sort of the tip of the iceberg?" he said. "And are we going to start to see paid search results in other areas of Google and is that going to degrade the experience?"
[Larry] Page noted that there’s about half a billion Android devices in use around the world today, and, most importantly, that mobile revenues have now topped $8 billion. Interestingly, Page believes that Google is better positioned to monetize mobile than desktop devices. Facebook, for example, has faced intense investor scrutiny regarding their mobile strategy, which has taken its toll on the stock price.
Unlike Facebook, Google has no problem monetizing mobile traffic.