I am sure I buy this argument. Yes, their customer base does not grow as fast as their revenue. Isn't that what expected. Internet over china is like everywhere else and had and continue to undergo consolidation. the big getting bigger and strong getting stronger. You always want to do business with the healthiest companies, ie. the large ones. rather than wast your time and resources with the peanut companies.
Baidu Beginning to Show Flaws [View article]