In this video, Motley Fool tech and telecom analyst Andrew Tonner takes a look at the market-share numbers that just came out for China's search industry and talks about what they mean for the biggest fish in the pond, Baidu. While Baidu did see a marginal decrease in market share from 75% to 73%, this is still such a massive lead over the competition at the moment that Andrew thinks this is still a great time to be a Baidu investor. If we continue to see this kind of market-share erosion over the long term, however, then it might be time to reconsider.
Andrew Tonner owns shares of Apple and Baidu. Taylor Muckerman has no positions in the stocks mentioned above. The Motley Fool owns shares of Apple, Baidu, China Mobile, and Google. Motley Fool newsletter services recommend Apple, Baidu, and Google. Try any of our Foolish newsletter services free for 30 days. We Fools don't 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.