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Strategies & Market Trends : The New Economy and its Winners

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To: Bill Harmond who wrote (15438)	12/20/2002 2:31:39 PM
From: Lizzie Tudor	Read Replies (1) of 57684

I tried to find out about these companies and it was difficult... sina is the largest publisher in China and also has a website. I'm trying to figure out if he is more a cnet type thing or a yahoo, tough to tell... sina recently signed with nike to do some espn thing. NTES had a great quarter last time around and that (imo) is why they get all the attention. They putup an online gaming portal and that is where the money comes from- they also have "online comunities". They could be overcharging a little (not fraud- just early adopter expensive pay by the minute stuff)- but their model is definitely interactive paying for gaming so true portal vs. sina. Of course at any minute sina could setup a game portal and that would be that. Sohu I don't know much about. As I say it seemed like ntes had early adopter game revenues coming in so a blowout qtr last time... there is one analyst covering the company and he has earnings in the teens this qtr if I recall correctly so profitable. Still the nike connection to sina makes me think sina could be a higher quality play content-wise, I just don't know. These things also hedge the dollar so overall great stocks to own right now (except that I think capex in US is recovering and those stocks are so cheap too). There is a guy on SI that knows China (Jorj on Galapagos thread) and he says he won't stay in these chinese stocks overnight. Somebody else said ntes is a gov't controlled site full of chinese propoganda. Overall, those people that KNOW china don't seem to be jumping on these things as an opportunity of a lifetime so keep that in mind. GST is someone I was planning to ask too.

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