That's the rationale Google uses. "We're the best, that's why users pick us." They built a moat of investment in search and the browser that other companies can't compete with. But as a consumer, I am not willing to accept that argument. Ma Bell claimed the same thing. We're a lot better off economically in a world where Ma Bell was broken up, and Microsoft was forced to stop their anticompetitive activities. Google will be better off as separate companies, worth more than the sum of its parts