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Actually, why not Google?

Take away the cash equivalents of 14B and Google is available for 10 times the cash flow.

As a search company, I agree that Google doesn't have a long lasting moat. However, consider Google as a platform company.

Google now runs 5% of all the websites

This is impressive considering that Google doesn't sell its websever software. These are the sites Google hosts for its own services or on behalf of its users (like Blogger).

Check out Google Apps (500,000 business customers already using it, how much of MS office franchise will move over?), Google App Engine (Application hosting) and Android (mobile phone platform).

A competitor to google will have to outdo it not only in innovation but also in infrastructure.

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