AKinSS

NetEase: Three Thoughts on Flagship Game FWWJ

Thanx for the analysis.

Has SaaS Enterprise Software Reached Its Peak?

The quality of the software had less to do with lack of SAAS uptake in the last 10 years than the next 10 years. The big challenges were in delivering the software over the web in a consistent manner with a user experience that was at least equal to using it on the desktop if not better. Case in point is Google docs. Using online docs is feasible now not because google docs are better than word docs but rather because of the ubiquity of high bandwidth connections. As delivery models improve with faster and reliable delivery (e.g. Akamai, etc) and security questions get answered SAAS can only go up. Which vendors succeed is a different question but the advantages of SAAS far outweigh any arguments to not use it.

Is VeraSun a Good Buy?

Good explanation

Which Solar Stocks Will Continue To Shine?

Jack,
Do you think this is a good time to get into TSL with the selling today? Do you expect more sliding before the next earnings report creating a better buy point?

Where Are India’s Innovative Companies, Products and Solutions?

Nice article .. well written. Agree mostly but am suspicious of govt participation. With a very high level of rampant corruption I would be wary of involving too much of it. On the other hand I think it is a good opportunity for NRIs who have witnessed innovation in US to take advantage of such opportunities in India as angel or seed investors.