Tim Oren writes:
One is the collapse of the notion that users’ means of access would control where they spend their time and do their searches on the net. Whether your strategy hoped to influence the outcome via control of the user’s browser and PC (MSFT), dial-up (AOL) or broadband access (YHOO, via AT&T partnership), this chart shows you losing. Anyone just hitting the nets now is a self-proclaimed late adopter. Everyone else, from the pioneers to the late majority, have been out there long enough to find their own way around. The ‘control the user’ notion was probably bogus from the start, but it’s visibly dead now. (Wireless providers might profit from the lesson.)
Another conclusion is how a market has been beating a traditional sales model. Advertising is of course the payload of the ‘search’ marketplace.