It would have been even better if Baidu would have missed EPS, they didn't. BUT they (Baidu) needed $122M from a new wireless segment to eek by EPS by a measley penny. That being said they haven't gained any market share for search in China or they would have boasted about it. Baidu actually did worse for EPS this year $1.22 compared to the same quarter last year $1.24. I think there is still plenty of room for QIHU to cannibalize at Baidu now and going forward.