Google vs Yahoo

Of late I am thinking about google .. I am now almost convinced that Google is going to hit a wall eventually.And I am not into Search-Research related software development, instead I am focusing on Enterprise Software (Small-Medium) .. I think more IT penetration is needed in that sector. Innovation was the major reason of google success till now and it will continue to be.

Google is very geeky and developer-centric.The culture google created has certainly been impressive and brought so many changes in the industry.
Its competittor Yahoo! is trying to be a Media company rather than fully-innovation driven company.

The asset of google is that its still in control of Larry and Brain for now .. but after some-time the control might not be in their hands .. down the lane that is bound to happen for a IPO'd company. Google is different from them when you compare with Oracle, M$FT and oracle and the only company I believe that has very high level of IP is Sun and you know where sun is right now. Google's strength and problem is innovation .. oracle doesn't invent anything new ..
they just provide the services,Unlike Sun which has one of the most advanced research projects going on even right now,that every one needs every day .. and they survive and even make profits on them .. and the google's very existence is based on their innovations.

Being just a bunch of innovative engineers doesn't make anyone win the software market. That's why I am expecting the fall of google .. not pretty soon by the way .. :). Google's life depends on Yahoo & Amazon's innovation as well.