Those thinking hardest about the implications of Google's move to redirect Chinese users to its uncensored Hong Kong website probably include the management of Baidu, its local rival and the country's market leader.
Since Google announced in January that it was reviewing its China strategy, analysts making revenue estimates for Baidu have begun to factor in greater market share for the Chinese company.
But Robin Li, Baidu's chief executive, has been careful not to underestimate its US competitor. When he reported forecast-beating fourth-quarter results last month, Mr Li said he did not expect any major change in the competitive landscape.
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