How much will Google go up and Baidu goes down tomorrow?

Replies to This Discussion

Permalink Reply by Arthur on March 4, 2010 at 11:57pm

It might be good for a quick trade.

Fundamentally, I don't see any possibility of a settlement unless one side backs down.

Who would back down? Certainly it will not be the Chinese government. Will Google back track?

Permalink Reply by Peter Tao on March 10, 2010 at 6:54pm

Too bad I sold my Google call for a reasonable gain.
Just wonder how both parties play this game.

Permalink Reply by Arthur on March 12, 2010 at 9:59pm

Google is sure to pull its search engine from China.

See the Financial Times report.

Permalink Reply by Arthur on March 22, 2010 at 12:07pm

Type in google.com.cn , and you are sent to google.com.hk, which says "欢迎您来到谷歌搜索在中国的新家".

This is Google's decision.

Permalink Reply by Peter Tao on March 22, 2010 at 7:59pm

Is China going to censor google.com.hk now? Hong Kong is part of China although they might have to honor the one country two systems setup.

Permalink Reply by Arthur on March 22, 2010 at 11:53pm

China will simply block google.com.hk the same way it blocks Google.com, Wikipedia.org, Twitter.com, Facebook.com and many other US web sites from being accessible from China.

Permalink Reply by Peter Tao on March 23, 2010 at 5:01am

Baidu price target raised to $675 by Goldman Sachs and to $690 by Kaufman Brothers.

I bought one Baidu May 580 Call.

Permalink Reply by Peter Tao on March 24, 2010 at 5:02am

Cramer's take on Goog and Baidu.

Permalink Reply by Peter Tao on March 24, 2010 at 11:21am

Another one bite the dust. Godaddy pulling out of China.

Permalink Reply by Arthur on April 7, 2010 at 2:19am

This is an interesting article

1. Whether Baidu is taking the share left by Google. Apparently not!

2. Baidu is changing its search result display to include more ads, milking its quasi-monopolistic position.

The 2 points contradict each other. I am not sure what conclusion can be drawn.

Permalink Reply by Peter Tao on April 7, 2010 at 6:15am

I am not sure if the auithor for that article is biased since he is the co-founder of Tudou.com.