> So what's your take? All I'm saying is that this business isn't a monopoly like search or a near duopoly like ads. The competition is stiff. There are two pl

> So what's your take? All I'm saying is that this business isn't a monopoly like search or a near duopoly like ads. The competition is stiff. There are two players who are well ahead of them and the ones behind aren't sitting still. I don't expect any miracles with run of the mill management consulting leadership at the helm.