The new platform wasn't exactly built from scratch. It's essentially a modified version of Google's
The move has always made sense. Baidu has the keen advantage of learning from Google's hits and misses outside of China. The search engine speedster commands a larger market share in China than Google does in the U.S., and if Big G has been able to quickly grow into the top dog in mobile it becomes low-lying fruit for Baidu. Mobile search and the online advertising mother lode it represents matter.
The only rub is why Baidu chose to partner with Dell. The same vantage point that allows it to port what works stateside -- just as SINA
Baidu also could have teamed up with an Asian darling instead of reaching out for a Western partner. However, isn't that pretty much the point? If the Baidu association can make Dell succeed in China, the world will have no choice but to take notice of China's top search engine as a global powerhouse.
This also obviously doesn't have to end here. Apple
Baidu is about to learn if its envious position as China's undisputed search leader will be enough to turn Dell into a regional powerhouse in smartphones. If that's possible, the world better get to know Baidu a little better.
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Longtime Fool contributor Rick Munarriz calls them as he sees them. He does not own shares in any of the stocks in this story. Rick is also part of the Rule Breakers newsletter research team, seeking out tomorrow's ultimate growth stocks a day early.