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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Doren who wrote (50285)	7/1/2009 4:19:42 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 57684

Baidu is my biggest position. I listened to Deutche Bank's search trends presentation this morning. Google is absolutely impregnable in the US and Europe, with search growing faster than the advertising market's ability to capitalize on it. I added because I believe it is the best cyclical and secular media play (outside China) for the next five years. First Solar is scary for sure. I reentered at 130 earlier this spring, and am scaling in further. No motivated by oil price.