三年后的中国网络，

Alibaba + Sina,
GA + Sohu
Bidu
Goog + NTES

else all gone, or get absorbed by above,
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btw, short term, Bidu's second offering is probably on the wall, very very soon, it's cash is only at 200m, much smaller than either Alibaba or GA, so it needs cash, plus the PE is at 200, why not,