Two Giants, but They Aren’t Twins - New York Times

Timely reality check on Google and Yahoo! (see the article for details) 

Mr. Weiner has no worries about Google’s ability to keep growing if it continues to make acquisitions, like the YouTube video site, and form partnerships with other tech heavyweights. A widely mooted deal in which Google would furnish targeted advertising to users of the fledgling Apple TV would be ideal, he said.

What could cause Google to stumble, he said, is not inadequate growth but enough of it to “step on people’s toes.” Some holders of copyrighted material do not like Google searching their content already, and as it expands, Google is bound to usurp territory that companies like Microsoft consider theirs alone, he said.

Two Giants, but They Aren’t Twins - New York Times