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Biotech / Medical : Biotech Valuation
CRSP 56.38-9.0%Nov 4 3:59 PM EST
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To: A.J. Mullen who wrote (33373)1/14/2010 11:42:12 AM
From: kenhott1 Recommendation  Read Replies (2) of 52153
 
OT- I like your OOT. I will use that the next time.

I think there is certainly a general feeling that no company would pull out of a big market like China without some "REAL" reasons. We have all been taught to think this way. I don't think it is all good with google but I do think there is good here. We will have to see how it plays out and one of these days we may find out the real reasons. I have trouble putting into words how difficult I think this decision is for your average manager types. The investment angle(What? You expect some chit chat with no money in the angle?) may be Baidu. I think the feeling is that it is not really going to happen, like no company would be that stupid. So if the market is caught wrong footed, we may have a bigger run in Baidu. I do not think that the chinese govt will change their internet policy for google and google has pretty much put the line in the sand. The only question is my mind is does google sell google.cn to the local managers, or etc.

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Another OT- I had a question about BNI and the takeover play by BRK.b. Apparently my previous posts have been less than precise. I want to make sure I had not completely confused people. BNI leaps (for instance) would not just go away with the takeover but they will live on in the form of non-standard options of BRK.b shares. 2012 options would naturally expire still in 2012 (OTM options would be worthless in 2012) and not with the takeover. To play the BNI OTM leaps, one should probably think about hedging the BRK.b share exposures. the B shares will be split 50 to 1 for the takeover.
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