>But Google has no long term desire to be in a market unless it is advertising. Which doesn't change that they're the cost leader of the market and didn't lose

>But Google has no long term desire to be in a market unless it is advertising. Which doesn't change that they're the cost leader of the market and didn't lose anything. Where do you think the thin margins per user comes from? And the company is starting to diversify away from advertising with Cloud, Play, Express, etc.