But I think their growth is artificial and not sustainable. It's obvious that their growth has been achieved by adding more ads to the pages even as their CPC is crashing. .
"Markets can remain irrational a lot longer than you and I can remain solvent." comes to mind ...I was right two years ago but Google continues to surprise me with their audacity and ability to suffer no penalties by users and governments.
But eventually everything will be ads and someone might notice ;)
