wild's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/414/comments http://seekingalpha.com/article/4613-on-shanda-s-new-revenue-model-snda?source=feed#comment-2107 2107
Just give a hint, Sina and Sohu have consistently raised their price on adverstisement in the past and are expected to do so in the future. If SNDA is right, GOOG should let people post ads through it for free. SNDA is really an expert hype-creator like many other Chinese firms, having too less to compete but too much to say to the press.]]> Tue, 29 Nov 2005 23:56:41 -0500
Just give a hint, Sina and Sohu have consistently raised their price on adverstisement in the past and are expected to do so in the future. If SNDA is right, GOOG should let people post ads through it for free. SNDA is really an expert hype-creator like many other Chinese firms, having too less to compete but too much to say to the press.]]> http://seekingalpha.com/article/4587-ctrip-an-acquisition-target-ctrp?source=feed#comment-2100 2100 Tue, 29 Nov 2005 09:48:43 -0500 http://seekingalpha.com/article/4281-china-techfaith-wireless-beats-by-0-04-guides-above-consensus-stock-up-12-in-after-hours-trading-cntf-3q05-earnings?source=feed#comment-2051 2051
After all, all the models designed by this firm are very unpopluar in China. NEC claims 3% of the Chinese market but manages to receive the most complaints compared to other brandnames. If you go into any retailor store and ask the salesman in China, they will tell how bad NEC models perform. Actually, Kyocera and Mitsibishi's models are manufatured by Wuhan NEC and designed by CNTF. And, their products are referred as having the same quality issues as NEC models. This is a fact that every cellphone salesman in China knows.

Please use some common sense: will you share your core R&D strength with someone else if they have enabled your core competitive advantage? Why not Nokia and Motorola share their design team with other brand owners? Will that bring more revenue to them or kill their edge? After all, the cellphone is far from a commodity. Superior qualify does not come in cheap. If CNTF is this great, why most of its clients enjoy a bad reputation on quality?

This timezero has got right on one thing: the stock price will still go up because the insiders need to sell high. They created a trough to allow their accomplice to get shares cheaper thus having more strength to pump up. But, the baloon will bust eventually. A company's product is the last thing to tell the truth.]]> Mon, 21 Nov 2005 22:22:05 -0500
After all, all the models designed by this firm are very unpopluar in China. NEC claims 3% of the Chinese market but manages to receive the most complaints compared to other brandnames. If you go into any retailor store and ask the salesman in China, they will tell how bad NEC models perform. Actually, Kyocera and Mitsibishi's models are manufatured by Wuhan NEC and designed by CNTF. And, their products are referred as having the same quality issues as NEC models. This is a fact that every cellphone salesman in China knows.

Please use some common sense: will you share your core R&D strength with someone else if they have enabled your core competitive advantage? Why not Nokia and Motorola share their design team with other brand owners? Will that bring more revenue to them or kill their edge? After all, the cellphone is far from a commodity. Superior qualify does not come in cheap. If CNTF is this great, why most of its clients enjoy a bad reputation on quality?

This timezero has got right on one thing: the stock price will still go up because the insiders need to sell high. They created a trough to allow their accomplice to get shares cheaper thus having more strength to pump up. But, the baloon will bust eventually. A company's product is the last thing to tell the truth.]]>