What do you think? This has sold off after the high
No, you're right. The comparison to Google is by far the best (and, really, the only trully predictive analogy). Long term holders of Baidu (like me) are probably including AAPL because Baidu is preparing to enter the smart phone market in China with a ripoff of Google's Droid system called Baidu Li. (Although the entire smartphone industry in China is behind the US; only 10% on the 900 million cell phone subscriptions are 3G, and 4G is still in experimental phase).