Brad Burnham:
"Because I have used Google several times in this series as an example, I should address the risk that Google is the new market structure and that they will dominate web services the way Microsoft came to dominate PC software. It would be silly to pretend they are not a huge factor in web services but despite all of their talent and reach, it is not clear to us that their platform gives them the leverage to dominate social networking, user generated content and services, or vertical search to cite just a few current opportunities."