MORE COMPETITION FOR GOOGLE: As I’ve noted before, the barriers to entry are low.

I’m not sure I buy the Coca-Cola analogy to Google presented here. Store shelf space is actually very expensive, so barriers to entry are much higher in the soft drink world. And Coke’s taste is pretty consistent — Google, by acting in ways that dilute its trustworthiness, is tampering with its own brand integrity in ways that Coke never did, except perhaps in the case of the “New Coke” fiasco.