What we know: BIDU pps has fallen while QIHU pps has risen in the face of reports that QIHU has been taking traffic share from BIDU. There are now unconfirmed reports that BIDU is up in arms (they should be) and are taking steps to protect mkt share (they will).
It seems to me: Surfacing reports we are hearing about (not seen) could have validity or could be nothing more than a desperation measure to slow down the slippage in mkt share and or BIDU stock misperformance, depending on the source of the said reports. It may be a long time before any judgments/injunctions could be made if the allegations are determined to have any merit. Who knows how long that could take and how much market share would be lost at that point in time.
Maybe someone can shed some new light? Hopefully intelligent non one liner posts littered with caps. TIA