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Baidu (BIDU -4.9%) dives for the second time this week (previous) following a downgrade to Hold...

Baidu (BIDU -4.9%) dives for the second time this week (previous) following a downgrade to Hold from Deutsche. The firm predicts Baidu will lose share to Qihoo's (QIHU -3.4%) new search engine due to the latter's giant web browser user base (272M users, or 51% of China's Internet base, according to Qihoo), and the "reasonably good user experience" of Qihoo's engine. But is that engine making use of Baidu's IP and/or search data?
Comments (6)
  • When it comes to IP and China, where is the boundry?

     

    I have Q in portfolio anyway.
    23 Aug 2012, 12:19 PM Reply Like
  • Yes exactly. If they did break IP who will do anything about it?

     

    Unless some powerful official is pissed at someone in Qihoo nothing will happen...
    23 Aug 2012, 12:22 PM Reply Like
  • I have Baidu in my portfolio.... somene belive baidu could rebound? It signed agreement with skyscanner today, this is a good news, no?
    23 Aug 2012, 01:21 PM Reply Like
  • From reading over the weekend, it seems the train has already left the station. Just the amount of traffic going in Q's direction tells me they have it going. This legal action by B maybe an atttempt to slow down Q,s mo.
    23 Aug 2012, 01:31 PM Reply Like
  • Go find a chinese friend who lives in china and is an active internet user.
    He/She will tell you the reputation of Qihu in Chinese internet communities. Qihu's CEO is also quite famous for being a 'bad boy' in the Chinese internet industry.

     

    This is way overblown!
    23 Aug 2012, 02:05 PM Reply Like
  • love it or leave it
    23 Aug 2012, 02:35 PM Reply Like
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