It's a pretty obvious evolution to their core business of advertising. Step One: Advertise Step Two: Target advertisement with history on the computer Step T

It's a pretty obvious evolution to their core business of advertising. Step One: Advertise Step Two: Target advertisement with history on the computer Step Three: Target advertisement even better with history across several computers It's a natural progression without any mental gymnastics, and "They were making enough money at Step Two, why would they need to go to Step Three?" seems like a very silly argument to me.