funsec mailing list archives

Re: predictions


From: Dan Kaminsky <dan () doxpara com>
Date: Fri, 15 Jan 2010 22:13:13 -0500





On Jan 15, 2010, at 9:39 PM, Nick FitzGerald <nick@virus- 
l.demon.co.uk> wrote:

Larry Seltzer wrote:

What if Google actually follows through on their no-censorship  
threat?
The Chinese can't let them get away with it, so I have to think  
Google
will at least lose some business there. That's a consequence. But  
plenty
of other companies will take their place.

I saw some stats on this on CNN (or BBC ?) the other day.  Google is a
distant not-first in .cn search.  IIRC, Baidu has nearly 60% of that
market and Google has about a third of the rest (I think in third pace
behind another .cn provider).  This lowly marketshare (by Google's
standards/expectations) means that their advertising revenue is even
more heavily affected because revenue per impression, etc depends on
marketshare.  The commentator suggested that therefore the market loss
for Google pulling out of .cn, as a result of the expected intolerance
of the Chinese government to Google's non-filtering move, may be
smaller than the up-tick in intangibles (feelgood factor, etc) in
Google's other markets and with EU legislators, etc, with whom Google
is starting to have some, ummm, "difficulties".



Or perhaps Google will not be kicked out, and will enjoy a competitive  
advantage for not filtering.



Regards,

Nick FitzGerald


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