"We could also be seeing the power of something less benign: cross-subsidization"

Search on mobile is growing...the opportunities for advertising in this sector are also huge, especially when linked to location-based services. Locational-search advertising may well be the next "big thing" (remember in a few years, EVERY mobile phone will be a smart-phone) Voice and maps (and android and latitude) are obvious strategies to ensure that they are relevant in this space.