Google Inc (GOOG), Baidu.com, Inc. (ADR) (BIDU): Are We Seeing the Emergence of a New Search King?

Page 2 of 2

Final thoughts

For those of you who think Qihoo is too pricey, you better think again. This is a company that is operating in an emerging industry, with peak potential that is at least four times greater than that of the U.S., and has the potential to double or even triple its margins long-term relative to Google and Baidu.

Much like Google captured the U.S. with a layout and a technology that people found more useful over the likes of Yahoo!, Qihoo is becoming the preferred choice over industry-leader Baidu, and the growth is proof.

Thus, as I look at the global search market, China is without question the most promising short-term, and Qihoo has the most upside potential, making it a good investment opportunity.

Brian Nichols is long Qihoo. The Motley Fool recommends Baidu and Google. The Motley Fool owns shares of Baidu and Google.

The article Are We Seeing the Emergence of a New Search King? originally appeared on Fool.com and is written by Brian Nichols.

Brian is a member of The Motley Fool Blog Network — entries represent the personal opinion of the blogger and are not formally edited.

Copyright © 1995 – 2013 The Motley Fool, LLC. All rights reserved. The Motley Fool has a disclosure policy.

Page 2 of 2