What does that mean? Mobile platforms and app stores, as well as "apps," will be more important than platforms or app stores tend to be for the PC-based Internet use case. People are simply not going to "search" as intensively, or interact as much, as they do when using the Internet in a PC mode.
Google remains the default search engine on the iPhone, which helps Google. But Apple seems to be highly optimistic about its prospects in the mobile display ad market.
Anmuth does not believe Amazon Kindle sales will be hurt much. He expects the iPad to take some share, but not much, from Kindle.
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