Thanks for the invitation and thanks to everyone for the great questions! Talk again soon
埃里克杰克森博士
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回复 @小满 :i use iphone and ipad//@小满 :Absolutely you don't like google, that's Interesting, some deep reasons? do you use iphone or google's android? //@埃里克杰克森博士 :It is very hypocritical of them to cry about not being able to innovate because of patents.//@埃里克...
Sure. Android could still fall apart. The patents might not hold up. HTC and Samsung could drop Android for Windows because they don't like Google competing with them. Microsoft could still do very well.
I think the next 5 years are set. Page is nothing yet. He hasn't shown anything. Bezos has done a great job but he's not in the category as Jobs. No one is. Jobs is the best CEO of the last 100 years. Zuckerberg is nothing compared to Jobs
Baidu still has a lot of growth ahead of it. I think Google's best days are behind it in search
As the Chinese Internet market grows, I feel confident that Baidu will also grow with it. They have good people
I think the lesson for Tencent is to keep your walled garden as long as you can. Sometimes this is possible (like Apple). Sometimes not (like AOL).
It will probably inject confidence into the whole banking sector because it is Buffett. However, Buffett's investment in Wells Fargo also benefits //@klukoff: 对@埃里克杰克森博士 Buffect invested in $美国银行(BAC)$ yesterday. Will this help US banks in short-run and/or long-r...
回复 @胡龙飞 :90% of the Chinese market is prepay. Apple needs to get a lot of that market to grow their earnings.//@胡龙飞 :hi,eric,about the prepay market,would you please explain more detail?//@埃里克杰克森博士 : I own Apple, so I'm biased. I see many large growth opportun...
回复 @kamster : Why won't they fail? I think that Steve Jobs' legacy will be the company he leaves behind and not any one product. We will see. Mobile phone companies have to keep innovating. Windows PHone looked dead a year ago but now it is rising in strength. Apple has to ...
The owners are all the digital media companies. They basically want an exit and let someone else run it. //@klukoff: 对@埃里克杰克森博士 Why is Hulu being sold?
I like BIDU, SINA, and Alibaba Group (YHOO). But, at the moment, I only own YHOO of those.
Yes, and really they have many reasons for losing confidence. The last earnings saw DANG's margins drop from 19% to 14%, I believe. DANG has too much competition //@klukoff: 对@埃里克杰克森博士 $当当网(DANG)$ is at 7.83 from a 16 issue price. Have investors lost confidence?
Ha ha. It's interesting that he doesn't appear on American media or on the investor earnings calls. I think there is a reason. //@klukoff: 对@埃里克杰克森博士 How do you view [hot-tempered] DANG CEO Guoqing Li?
Apple is a $300 billion market cap company. To grow their market, they need BIG growth opportunities. I think the prepay market in China is 1 such market. China Mobile has 600 million subscribers alone. If they can sell a cheaper version of the iphone and make money, they sho...
I think Google worried Motorola would sue HTC and Samsung and shut down the entire Android market. I think RIMM and NOK are the most likely next companies who could be bought for their patents. I think Nokia is more likely.
I think the MMI acquisition by Google is a sign of desperation for Google. They are getting a lot of patents but it isn't clear that they will be that useful. Worse, Google is now in the hardware business. I think they will sell that off within a year.
At the moment, I don't own Sina. We sold some at the beginning of its bigger fall in late May and bought some back in the 70s a while ago and then sold it a few days ago. I still very much love Sina and greatly admire how they are growing the company and not rushing to moneti...
I think China is one of the major growth plans for Apple. They have grown their revenues 6x in China in the last year. It is crazy they only have 4 stores now in the mainland. I don't know why they don't open many more soon. Prepay market in China is also huge for Apple