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"But what many might be missing could be the biggest reason Google bought AdMob: the data. With the acquisition of AdMob, Google now has access to usage data of many of the most popular mobile apps — especially the apps in the iTunes App Store. For iPhones. If Google is taking on Apple for mobile OS market share, they just scored a huge competitive advantage."

IanSchafer.com: Why Google’s Acquisition of AdMob Isn’t Just About Advertising.