David Kirkpatrick - Google, Yahoo, and eBay: Next-Generation Conglomerates? - FORTUNE: "But these companies are converging in even more ways. Yahoo and Google, for example, are moving quickly to add video news and entertainment to their offerings. Each is coming at this set of combined opportunities from its own strength—Amazon and eBay from shopping and commerce, Google from search and advertising, MSN from communications and news, AOL from instant messaging and entertainment content, and Yahoo from personalization, communications, and shopping. Probably they’ll never all offer exactly the same variety of services. Perhaps several—Amazon and AOL, for example—might combine in order to better compete with Google, which, of the group, seems to have the most momentum."
Read The Search: How Google and Its Rivals Rewrote the Rules of Business and Transformed Our Culture for some thought-provoking speculation about what's next for Google.
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