Buy Google, Short Yahoo!
This is the search engine referral on this blog site. My readers may not be representative of the general market, nor is the sample size large enough to be statistically significant. But the trend couldn't be clearer. Google is winning the search engine war.
I would appreciate if other site-owners can compare their results with mine. Many thanks.
1) to say shorting Yahoo is probably an overstatement, because search engine is not the predominant revenue source for Yahoo. But it is sizeable. And buy-short will mitigate the industry risk (i.e. neutral to industry/market cycles).
-- Just like what I have advocated when HP acquired Compaq -- buy Dell, Short HP
2) This result is also insensitive to my new posts, because most of the search results pointed to some old posts (eg RMB currency issues, GDP-scaled maps, etc.)
3) This result does not tell you directly the % of search engine market share. Instead, it tells you who CLICKED THROUGH the result returned by the search command. So, Google has been turning in results that are more relevant to what users have in mind as well.