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Tuesday, March 15th, 2005
51Job (JOBS) on results, competition and lockup (quotes from 4Q04 conf call)
David Jackson
•
JOBS
•
Comment!
Monday, March 14th, 2005
51Job (JOBS): key quotes on operating results, the competitive landscape, and lockup expiration from its Q4 2004 call
Ezra Marbach
•
JOBS
•
Comment!
Friday, March 11th, 2005
eBay #1 in China? No, though Meg Whitman claims "yes".
David Jackson
•
EBAY
•
Comment!
Thursday, March 10th, 2005
eBay #1 in China? No. But CEO Whitman says "yes".
Ezra Marbach
•
5 Comments
Wednesday, March 9th, 2005
Las Vegas Sands (LVS) - key quotes on China gambling and tourism trends from Q4 2004 call
Ezra Marbach
•
LVS
•
Comment!
Optibase (OBAS) - making IPTV possible in China
Ezra Marbach
•
OBAS
•
Comment!
Tuesday, March 8th, 2005
Gigamedia (GIGM) - key quotes from Q3 2004 conference call
Ezra Marbach
•
GIGM
•
2 Comments
Tuesday, March 1st, 2005
eLong's (LONG) long road to profitability - notes from the call
Ezra Marbach
•
CTRP
,
LONG
•
Comment!
Wednesday, February 23rd, 2005
The9 (NCTY) - notes from the Q4 2004 conference call
Ezra Marbach
•
NCTY
•
1 Comment
Netease (NTES) on the Chinese Internet industry (quotes from the conf call)
David Jackson
•
EBAY
,
SINA
,
NTES
•
Comment!
Netease (NTES) - key quotes from conference call - implications for China Internet industry
Ezra Marbach
•
SINA
,
NTES
,
SOHU
•
Comment!
Tuesday, February 22nd, 2005
Ctrip (CTRP) - key points from conf call - implications for eLong (LONG)
David Jackson
•
CTRP
,
LONG
•
Comment!
Friday, February 18th, 2005
CRYP - Q4 2004 conf call - implications for China gaming market
Ezra Marbach
•
SNDA
,
WZEN
,
NCTY
•
Comment!
Tuesday, February 8th, 2005
Sina.com (SINA) on mobile content in China (quotes from the conf call)
David Jackson
•
SINA
•
1 Comment
Thursday, January 20th, 2005
eBay (EBAY) on China (quotes from the conf call)
David Jackson
•
EBAY
•
Comment!
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