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gwenace

gwenace
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  • An agreement is "within sight," but not yet done, says the President (webcast), apparently using his address to push negotiations over the finish line. The deal on the table extends current income tax rates on those within a certain income threshold, but does not appear to prevent payroll tax rates from going back up. S&P 500 +0.6%[View news story]
    This gotta be one of the most unhelpful speeches of the year.
    Dec 31, 2012. 01:57 PM | 7 Likes Like |Link to Comment
  • Android Is Dead - Part 2: Titans Clash [View article]
    Try Samsung or Nexus 4.
    Dec 28, 2012. 11:11 PM | Likes Like |Link to Comment
  • Will Nokia's Recent Asset Sales Pay Dividends For Investors? [View article]
    There seem to be many Nokia royalties in China.
    Dec 28, 2012. 06:09 PM | Likes Like |Link to Comment
  • Android Is Dead - Part 4: New Contender Windows Phone 8 [View article]
    You have a good point. I shouldn't have used "revival of Windows". I never expected WP8 to boost PC sales - the vast majority of PC users don't get excited by OS upgrades anyway.

    I am bullish on WP8 phones because lots of people are ALREADY using the Windows platforms at home or at work and there is plenty of room for integration.
    Dec 28, 2012. 05:19 PM | 1 Like Like |Link to Comment
  • Android Is Dead - Part 4: New Contender Windows Phone 8 [View article]
    I expect WP8 phones to connect more and more with the Windows PCs, and become more business oriented. IMO, WP8 phones will eventually take over RIMM's current market share in the business world, and draw attention from a good proportion of BOTH iPhone and Android users. With the revival of Windows, Apple products will take the biggest hit, not Android, which is extremely flexible and open.

    Disclosure: long NOK, a linux user and an owner of three Android devices.
    Dec 28, 2012. 03:25 PM | 6 Likes Like |Link to Comment
  • Baidu - Why You Cannot Buy It [View article]
    I don't agree with most of your points against BIDU. Disclosure, I am long BIDU.

    First and foremost, Google is not in China. And China is not likely to open up to Google any time soon. On top of that, based on my personal experience Baidu does a better job at searching in Chinese than Google. Baidu also has services that Google doesn't offer. (It also functions as Ask.com, and forums, etc.)

    Competition is Growing after Google exit

    Yes, there is competition everywhere. Since you like Google very much, why don't you look at Google's competitors? They are out there too, but people still use Google. In China, Baidu is *the* go-to place for searching.

    One Country Pony

    That's right. And I think that's an advantage to Baidu. China is going to go through leadership change next year and Baidu will one of their key instruments to communicate with the public. As many suspect, Baidu is more or less backed by the government and this significantly limits its downside risks.


    Mobile Search Marketshare is not even half that of PC

    China is catching up on that. With the aggressive entry of Nokia smartphones to China, we can expect a surge in mobile search usage. Baidu is also very massively advertising their mobile apps.


    Late Investment in Cloud Computing

    Baidu has been late, but they are doing very well with Cloud Computing. FYI one of the most popular cloud storage site "115" just closed its pubic sharing. Other popular sites have extremely heaving advertisement or require software. Baidu is becoming more and more popular, along with SINA, in the cloud.

    Chinese ADR Risks

    That's true to all Chinese stocks. Baidu is one that will less likely to suffer significantly, as you discussed.


    IMO, BIDU is at its early stage of rebound from its low at $86.
    Dec 27, 2012. 08:48 PM | 2 Likes Like |Link to Comment
  • Can Nokia Pull Ahead Of Research In Motion? [View article]
    This depends on how you use your phone. For many the ecosystem of OS is as important as the build of the phone. However I think Nokia is targeting the right market (young people who haven't been glued to one OS, developing countries with large demands for new smart phones.)
    Dec 26, 2012. 11:11 AM | 1 Like Like |Link to Comment
  • Nokia (NOK) reaches a CNY2B ($320M) reseller deal with leading Chinese online retailer 360buy. The agreement will make 360buy Nokia's top Chinese e-commerce partner, and will include the creation of a Nokia store on its site. It arrives shortly after China Mobile began selling the Lumia 920T. Nokia's Shanghai store sold out in 2 hours, though it isn't known how many units were stocked. [View news story]
    Nokia has been reluctant to reach a deal with 360 because 360 targets at the low-income market. Not sure if this is actually good news.
    Dec 24, 2012. 09:52 PM | Likes Like |Link to Comment
  • The Verge joins Digitimes in reporting a Nokia (NOK) Windows RT tablet is in the works. The gadget site, which seems to have a source or two at Microsoft (MSFT), reports the tablet will have a 10.1" display (similar to Surface), mobile connectivity (AT&T will sell it), and interestingly, a battery-equipped keyboard cover that "envelops it like a book." Nokia is said to plan a small initial run, and to be thinking of making a Windows 8 Pro device later. [View news story]
    The pricing of this tablet would be one of its keys to success.
    Dec 24, 2012. 09:32 PM | Likes Like |Link to Comment
  • Buy-Do Or Buy-Don't? That Is The Question... [View article]
    BIDU is just like Google, it is much more than a search machine. At $100 it's a solid buy with very limited downside.
    Dec 24, 2012. 01:22 AM | Likes Like |Link to Comment
  • GM Or Ford, On Equal Terms [View article]
    Long Ford. Their performance in China should be good. The stock is likely to see a new high in the new year.
    Dec 23, 2012. 04:35 AM | 2 Likes Like |Link to Comment
  • Qihoo (QIHU) appears to be on the verge of selling ads for its suddenly-popular search engine, and thereby becoming a rival for search ad dollars that currently go to Baidu (BIDU) and Sohu (SOHU). A Chinese online ad agency notes Qihoo's search ad service will launch on Jan. 1. After entering the market in August, Qihoo has quickly managed to grab a ~10% share of Chinese search traffic. it has also launched complementary music and mapping services. [View news story]
    Qihoo isn't posting as much threat to Baidu as US analysts imagine. While Qihoo could be a decent investment, Baidu is a buy and hold.
    Dec 23, 2012. 04:34 AM | Likes Like |Link to Comment
  • Baidu (BIDU) is partnering with Lenovo, now China's #2 smartphone vendor (per IDC), to offer the LePhone A586, a $158 device running on Baidu's Android-based OS. The A586 sports a 4.5" display and dual-core Qualcomm Snapdragon processor, and supports Baidu's cloud services. It's the kind of product Baidu needs to see more of as it works to improve its mobile search share and ad sales, and is also the kind that has fueled Android's Chinese share gains - the 16GB iPhone 5 sells for over 4x as much unlocked. (other partnerships[View news story]
    I am long BIDU. See everyone at $120+ next year.
    Dec 21, 2012. 10:40 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Pre-market looks ugly.
    Dec 21, 2012. 09:58 AM | 1 Like Like |Link to Comment
  • Cisco: The Time To Buy Is Now [View article]
    Initiated a small position in CSCO today, looking to hold it a few months.
    Dec 20, 2012. 05:55 PM | Likes Like |Link to Comment
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