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Jiang Zhang

 
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  • Google Glass: A Pathbreaking Innovation Which Can Disrupt Numerous Industries [View article]
    nice article dude
    Feb 25, 2013. 07:30 PM | Likes Like |Link to Comment
  • Baidu Q3 Recap: Undergoing Transition, The Reign Is Far From Ending [View article]
    When you get a chance, i recommend that you do a comparison of the Qihoo search and Baidu. Based on my experience, both engines produce comparable results on general and broad topics. However, on specific/technical topics, Baidu produces more relevant results than Qihoo.

    User experience and relevance is what differentiates search engines. In this case, Baidu has the better search technology and will ultimately win in the search engine battle.
    Oct 30, 2012. 10:07 AM | 1 Like Like |Link to Comment
  • Starbucks Q4 Earnings Preview: Continued Strength In K-Cups, Macro May Weigh In [View article]
    What's the difference between an Abercrombie t-shirt and a t-shirt from Wal-Mart other than the fact that A&F added its name and a higher price tag? If consumers are so smart, then I guess we should all go for the 100% cotton t-shirt from wal-mart and not A&F
    Oct 27, 2012. 02:30 PM | Likes Like |Link to Comment
  • Apple Q4 Earnings Recap: Mixed Results; iPad Cannibalization A Key Concern [View article]
    If you end up buying the mini, then Apple's revenue growth will be slower due to lower ASP. On top of that you are driving up Apple's cost since the mini carries lower margin. While you alone will not have material impact on Apple's Q1 earnings next year, millions of other mini buyers and you will.
    Oct 27, 2012. 02:26 PM | Likes Like |Link to Comment
  • Starbucks Q4 Earnings Preview: Continued Strength In K-Cups, Macro May Weigh In [View article]
    Well it all depends, single-serve coffee maker is still underpenetrated. Overtime, the Starbucks patrons who previously didn't get a single-serve coffee maker might consider getting one after starbucks starts to promote it in their stores.
    Oct 26, 2012. 10:45 PM | Likes Like |Link to Comment
  • Apple Q4 Earnings Recap: Mixed Results; iPad Cannibalization A Key Concern [View article]
    I am talking about gross margins, which excludes advertising and R&D...you're talking about operating margins, which includes those line items. Please read carefully.
    Oct 26, 2012. 09:38 AM | Likes Like |Link to Comment
  • Baidu Q3 Earnings Preview: Emerging Competition And Mobile In Focus [View article]
    You have a good point, send me an email (see my profile) when you get a chance.
    Oct 26, 2012. 09:35 AM | Likes Like |Link to Comment
  • Facebook Q3 Earnings Recap: Solid Results, Mixed User Engagement [View article]
    I'm staying on the sideline
    Oct 24, 2012. 01:00 AM | Likes Like |Link to Comment
  • Apple Q4 Earnings Preview: iPhone 5 Launch Adds To The Upside [View article]
    The key question is: Will the user notice the difference?

    If the user can't notice the difference then there is no point in overshoot the technology and Apple is just wasting money on R&D. That extra money is better spent on paying dividend.
    Oct 22, 2012. 11:43 AM | Likes Like |Link to Comment
  • AT&T Q3 Earnings Preview: Lowering Margin Expectations [View article]
    Something to think about...

    AT&T's iPhone sales share has fallen from 60% in 1Q11 (when Verizon started selling iPhones) to 47% in 2Q12.

    AT&T is still selling iPhones, but at a decelerating pace
    Oct 22, 2012. 08:11 AM | Likes Like |Link to Comment
  • Netflix Q3 Earnings Preview: Uncertainty Over Subs Growth, Cost Pressure To Persist In The Near-Term [View article]
    I meant to say Domestic Streaming subs since these are the important ones for the business and the bottom line.
    Oct 17, 2012. 10:17 AM | Likes Like |Link to Comment
  • Looking At Apple's Growth Beyond The iPhone 5 [View article]
    Not sure about cutting it to the bone...but I believe it will be priced above the comparable tablet because apple has always commanded a price premium on its products.
    Sep 16, 2012. 09:11 PM | Likes Like |Link to Comment
  • Looking At Apple's Growth Beyond The iPhone 5 [View article]
    Apple will not create a low-margin product, but they will lower the ASP on their phones which ultimately translates to lower margin.
    Sep 14, 2012. 06:56 PM | Likes Like |Link to Comment
  • Looking At Apple's Growth Beyond The iPhone 5 [View article]
    If your market share does not expand, earnings will likely plateau, hence no earnings growth unless Apple raises ASP. But in any electronic retail environment, gadget price only decreases from the day they are introduced. Expanding market share could support earnings growth, hence the valuation.
    Sep 14, 2012. 06:54 PM | Likes Like |Link to Comment
  • Dangdang Q2 Recap: Solid Sales, Weak Customer And Total Orders Growth [View article]
    Much...much larger as matter of fact...
    Aug 21, 2012. 12:30 AM | Likes Like |Link to Comment
COMMENTS STATS
266 Comments
40 Likes