Alibaba's investment in Chinese online video leader Youku could lead Baidu or another firm to take a look at You On Demand (YOD +8.1%), thinks Chardan Capital. The firm adds You's paid subscription model and Hollywood movie library make it an appealing target.
Needless to say, You and Youku and are very different companies. Youku had 2013 revenue of $500.3M (largely from ad revenue), and sports a $4.1B market cap. You had 2013 revenue of $309K, and has a $47M market cap.
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