What Do Search Engines Know that is NOT on the Internet?

When a company is as secretive as Apple, everyone loves to speculate about what they're going to do next. The latest rumor is that apple is about to jump into low-cost, ultra portable PCs (aka Netbooks). While this may or may not be true, something in one speculative article caught my eye.

That would seem to confirm findings that a search engine company shared with me on condition that I not reveal its name: The company spotted Web visits from an unannounced Apple product with a display somewhere between an iPhone and a MacBook. Is it the iPhone 3.0 or the NetMac 1.0?

Forget the stuff about the NetMac and the iPhone. What's interesting is the source: a "search engine company". They may be in the business of organizing the information ON the internet, but because of their position, they actually have MORE information than is on the internet. Given their vast search logs, what else do they know that none of us COULD know?