I am still long, just a lot less than a few months ago. In th long-term scheme of things, a 60 percent share of the Chinese search market is not something that anyone can value.
Here are two updated opinions:
Bearish . Damn Eddy!
Here’s Wallstrip’s great first show on Baidu. I think we nailed it.
Oh, I’m on the bear side of this trade for sure. Way overpriced even for a big player like you Howard.
Forgive me Howard! I wish I could be a bull on this one!