Ajoy

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11 Comments

    • Sun May 4th 11:24 AM | Rating: 0 0
      Commented on:
      Baidu: A Train Heading for Derailment?
      No, they are required to file 10Ks, and insider trading that
      crosses the 5% ownership mark. A low sequential increase
      in the number of customers isn't significant because Q1 is
      cyclically a slow quarter, on par with the previous Q4.
      TAC increase is the only negative in their report.
      View article »
    • Fri Apr 25th 17:07 PM | Rating: 0 0
      Commented on:
      Will China Become the New Silicon Valley?
      China's per-capita GDP is still 1/12th that of the US. That is what
      is getting in the way of innovation - not the imagined failings of a
      culture or political system. Innovation will come with time as people
      get richer and can afford to be different.
      View article »
    • Fri Apr 25th 17:05 PM | Rating: 0 0
      Commented on:
      Earnings Beat Rates and Key Reports
      No. But it should, and has, gotten the stock back to the level
      it was at before guidance was lowered.


      On Apr 22 04:11 PM jayz wrote:

      > beating lowered estimates is something to be proud of???
      View article »
    • Fri Apr 25th 14:35 PM | Rating: 0 0
      Commented on:
      Baidu Extends Its Post-Earnings Rally - But What's It Worth?
      Collected the take of many analysts on
      baidu-news.blogspot.co...
      View article »
    • Thu Feb 14th 12:54 PM | Rating: 0 0
      Commented on:
      Baidu: Good Short Candidate
      Goldman is amusing. They come up with a fresh, new reason
      every quarter to bash the stock. Law of large numbers for
      a $250 million company? GS started with too high
      valuation, moved on to competition impact, then margin
      issues, and now the law of large numbers.
      View article »
    • Thu Feb 14th 00:40 AM | Rating: 0 0
      Commented on:
      RBC Out Cautious on Baidu: Expect Downside Heading Into Earnings
      Q1 revenue estimate of $431 million? I don't think you
      have your numbers right.
      View article »
    • Thu Feb 14th 00:38 AM | Rating: 0 0
      Commented on:
      Baidu Beats Street, but Guidance Falls Short
      The guidance, by itself, isn't an issue - the snowstorm is a
      once-in-a-generation thing. Earnings for Q4 were stellar.
      On the CC, the VP seemed fairly confident a US recession
      wouldn't impact the Internet search market since it is still
      in its infancy.
      View article »
    • Thu Feb 7th 04:57 AM | Rating: 0 0
      Commented on:
      Record Companies Try Suing Baidu Again
      Why is this news printed and reprinted and updated
      every day for the last 3 days?
      View article »
    • Wed Nov 21st 17:00 PM | Rating: 0 0
      Commented on:
      Google Taking Lion's Share of Search Market
      Baidu's share is up 1.1%, measured world-wide, in a month? I
      certainly consider Baidu a very solid company and a great growth
      story. But that increase looks very high. Is there a chance
      ComScore is increasing its penetration in China, and better
      reflecting China's portion of the global Internet?
      View article »
    • Mon Nov 5th 22:42 PM | Rating: 0 0
      Commented on:
      Profit From China's Advertising Boom: 2008 Olympics and Beyond
      "Google continues to make great strides in China."
      The numbers don't bear that out. The margin by which they
      trail Baidu in revenue market share widened from Q2 to Q3 2007.
      The margin by which they trail in search market share widened
      even more (Baidu has almost 74% according to CNNIC).
      That single sentence weakens your entire article.
      View article »
    • Mon Nov 5th 22:42 PM | Rating: 0 0
      Commented on:
      Profit From China's Advertising Boom: 2008 Olympics and Beyond
      "Google continues to make great strides in China."
      The numbers don't bear that out. The margin by which they
      trail Baidu in revenue market share widened from Q2 to Q3 2007.
      The margin by which they trail in search market share widened
      even more (Baidu has almost 74% according to CNNIC).
      That single sentence weakens your entire article.
      View article »
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