Bob Cringely certainly thinks so.
Well Microsoft is a Pyramid of Giza compared to Google, whose success is dependent on us not changing our favorite search engine.
But what if it is changed for us? What if Verizon, and AT&T, and Comcast, and half a dozen other huge broadband ISPs suddenly cut deals with some search company other than Google and your ISP-supplied browser and homepage no longer give such prominence to Google? The G-folk have rabid competitors who would very much like to take over that top spot. Would we even notice? How different are the search results these days from one engine to another? Not very different.
Google’s position, while it does deliver better search results is not about technical superiority. Just like Coke, and AOL for that matter, it is about distribution.
Bob’s post today is a must read for anybody interested in the Internet space.