It's not a war for search. It's a war for user attention. Per Alexa, the average FB user spends 30+ mins on FB each day; the average GOOG user spends <10 mins

It's not a war for search. It's a war for user attention. Per Alexa, the average FB user spends 30+ mins on FB each day; the average GOOG user spends <10 mins on GOOG. And FB has far more extensive info about each user. I think the risks to GOOG are generally underestimated. It's going to be a great stock to short within the next 3 years.