Perhaps the difference is being a first mover while the market is establishing itself, before it then gives way to another innovation cycle. I suppose in that

Perhaps the difference is being a first mover while the market is establishing itself, before it then gives way to another innovation cycle. I suppose in that case, the key is innovation. So Google would be wise to innovate over the competition... but they might stand a chance due to their deep pockets. It hasn't worked out well for their attempts to get into several markets though.