This thriving trade in man-made body parts has enriched shareholders of device makers: An index of 11 such stocks is up 43% in four years, while a drugmaker index has fallen 2%, hurt by the Vioxx safety scandal and other travails.
McNamee thinks Google should be most worried about how, as the world moves increasingly to getting their web content from a mobile device, they are doing index search far less than they used to.