Search has long been one of the most profitable businesses in all of tech. This has been fantastic for Baidu (NASDAQ:BIDU) shareholders who have watched the company effectively dominate the search market in China for some time now. However, all that changed last year as rival Internet power Qihoo 360 (NYSE:QIHU) decided it wanted its own piece of this booming market. In fact, Qihoo recently raised the stakes by snapping up another rival in hopes of unseating Baidu from its top spot in this growth market. So how great a threat is this for Baidu? In this video, Fool contributor Andrew Tonner discusses how investors should interpret this very real threat.

Fool contributor Andrew Tonner owns shares of Baidu. Follow Andrew and all his writing on Twitter at @AndrewTonnerThe Motley Fool recommends Baidu. The Motley Fool owns shares of Baidu. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.