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Sam Liu

Sam Liu
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  • What China Should Do About The Gold Crash [View article]
    "the poor public behavior of the Mainlanders"

    Where, at least not in Beijing or Shanghai, heard it was in Hong Kong or are they just complaining over insecurities.

    13 years ago and before, I always knew how the HKers were feeling by the way I was treated at the airport. Since the last decade or so no more.

    I'm not sure there can be mutual understanding with militant governments as the best leave both countries for the opposite shores.

    Furthermore, I absolutely disagree with the Brits and Opium. If the State wasn't so inadequate and incompetant then why would the population crave an illegal commodity. Have you ever taken any illegal drugs?

    Maybe I should have but my contention over the past 25 years has been with the citizens ...
    Apr 28 05:31 PM | Likes Like |Link to Comment
  • Alibaba could be worth $95B post-IPO, thinks Reuters' John Foley after doing some quick math - that would give Yahoo (YHOO - $27.4B market cap) a $22.8B stake. Foley's assumptions: the Chinese e-commerce market grows 35%/year for the next 2 years (less than 2012's growth); Alibaba keeps an 80% transaction share and 30% op. margin, while roughly doubling its take rate to 5% (still well below eBay's); and (like Tencent) it's valued at 25x forward EPS. One big caveat: Foley assumes Alibaba, which depends on ad sales, will either start charging merchants or raise ad prices via targeted ads. Oppenheimer has valued Alibaba at $77B. (The Economist) [View news story]
    Alibaba actually does services for the community (sales and marketing for small businesses).

    As a user of both, I would have to favor a far greater valuation for Alibaba.

    Sort of like comparing Yahoo to Ebay (and to that a further extent)!
    Apr 28 05:18 PM | 2 Likes Like |Link to Comment
  • The PC Industry's Powerful New Weapon Against Tablets Is About To Be Unleashed [View article]
    "a 'iPad Pro' running full OSX"

    lack of Flash is a real turnoff!
    Apr 28 05:05 PM | Likes Like |Link to Comment
  • The PC Industry's Powerful New Weapon Against Tablets Is About To Be Unleashed [View article]
    "Mac Books will not buy into Microsoft"

    I'm not the younger generation, but the shoddy products
    (2x Vista, last Cn Vista basic, finally Win 7 is not that solid) and the lack of competent after-sales service is gonna make me switch over to total Mac.
    Apr 28 05:03 PM | 1 Like Like |Link to Comment
  • The PC Industry's Powerful New Weapon Against Tablets Is About To Be Unleashed [View article]
    "Apple will lose this war over the next 5 years, especially without Jobs."

    Get your head outside of the USA.
    Apr 28 04:58 PM | 1 Like Like |Link to Comment
  • The PC Industry's Powerful New Weapon Against Tablets Is About To Be Unleashed [View article]
    Apple has the best after-sales service!

    Long: Intc, Msft
    Apr 28 10:01 AM | 3 Likes Like |Link to Comment
  • Tim Cook (AAPL) on the five-inch smartphone: "Our competitors have made some significant trade-offs in many of these areas in order to ship a larger display. We would not ship a larger display iPhone while these trade-offs exist." He adds that if IDC's right, the smartphone market declined 30% since December, so Apple's decline of 15% beat the market. [View news story]
    Today at the Shanghai Library, two computer lab technicians were looking at the price and features of the S4.

    Cn does not have LTE and 3g is slow. They were looking over the 2.5g feature.

    They own a 2 year old IPhone and Lenovo smartphone and Xiao Mi.
    Apr 28 09:05 AM | Likes Like |Link to Comment
  • The PC Industry's Powerful New Weapon Against Tablets Is About To Be Unleashed [View article]
    "The only people interested in Wintel are the IT dumbies trying to hold onto their jobs."

    Since 3 Vista and one midrange Win 7 PCs, I am disillusioned. Time for a 2nd Mac!
    Apr 28 08:58 AM | 5 Likes Like |Link to Comment
  • Apple: How To Admit You're Out Of Ideas [View article]
    http://bit.ly/17qyUVx

    Moves, mistakes prove Steve Jobs era at Apple over, say analysts
    With debt and lower margins, gaffes and strategy details, Cook's remade Apple with decisions former co-founder would not have countenanced
    By Gregg Keizer
    Apr 28 07:17 AM | Likes Like |Link to Comment
  • Yum Brands: Operation Thunder Strikes Back And Expansion Continues [View article]
    "handled the China by addressing it head on and taking all steps "

    How have they taken it head on, I don't see any discounts. What steps have they taken (KFC Shanghai is 1/3-0.25% of usual business).
    Apr 28 07:01 AM | 1 Like Like |Link to Comment
  • Apple: How To Admit You're Out Of Ideas [View article]
    Today at church in Shanghai were 4 smartphones.

    The manager had the IPhone 4 series, the two underlings had Samsungs and the custodial staff person had a free Cn brand with $10 (60 RMB) usage per month.
    Apr 28 06:57 AM | Likes Like |Link to Comment
  • 5 Reasons Why We're Not Going Over The Demographic Cliff [View article]
    I'm not the President, I'm a small potato.
    Apr 27 06:48 PM | Likes Like |Link to Comment
  • China's 15 Minutes Of Fame Are Up [View article]
    I don't like getting bullied in a country that I pay taxes in.

    And to see the comparison in the development of those people's characters over the past 20 years is negligent!

    Though I do appreciate the author's response to my query.
    Apr 27 01:56 PM | Likes Like |Link to Comment
  • 5 Reasons Why We're Not Going Over The Demographic Cliff [View article]
    "The US is still near replacement rate in births.
    The others have birth rates way, way, lower,"

    The issue is quality and not quantity. As Cn already has the quantity.

    I live in 2 worlds.


    One where I am bullied in a welfare, an inept government, as well as fairly useless tax code.

    The other where there are industrious people, slightly better government (rule by a few gets things done quicker), fairly useless legal system and largely police state.
    Apr 27 01:51 PM | 1 Like Like |Link to Comment
  • 5 Reasons Why We're Not Going Over The Demographic Cliff [View article]
    "The US will be fine, but Europe, Japan, Russia, and China will fall over the cliff."

    This theory is based on what premises.
    Apr 27 05:35 AM | 2 Likes Like |Link to Comment
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