Chimin Sang

How Apple and iPhone Blew It in China

Certainly Chinese government and the China Mobile did not make it easy for Apple to have the right strategy in China. Apple, though, failed miserably for years in having a right strategy in China.

Shaun's article is very insightful. I thought Wifi was the big thing besides price, but Shaun's Part I changed my opinion.

US Market Volatility a Boon to Chinese Stocks

Shaun, I am glad to see you are long in FMCN.

Focus Media's Potential WVAS Acquisitions: Do They Know Something We Don't?

I quite doubt that the acquisition is going to be in WVAS, as every knows the trouble of WVAS. Jiang is no fool.

I suspect that the acquistion is for web based advertising company -- smaller allyes. They are dowry for Allyes. One of the reasons that Allyes chose to merge with Focus Media. They can get rid of competitors in the market immediately.