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 (UNKNOWN:QIHU.DL) 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.