Archives: October 2007

Alibaba Envy in India

Posted by: Bruce Einhorn on October 31

With Alibaba’s $1.5 billion IPO – the biggest ever for a Chinese Internet company - scheduled to start trading in Hong Kong next week, some people in India are feeling...

YouTube China Censorship Update

Posted by: Bruce Einhorn on October 29

If you're in China and you want to watch something on YouTube, good luck. Google's video service has been on the blink in China, possibly another victim of Beijing's Internet...

Happy Taiwan Retrocession Day!

Posted by: Bruce Einhorn on October 25

Today used to be a public holiday in Taiwan, marking the end of Japanese colonial rule in 1945 and the return of the island to China. Reunification with the mainland...

Toyota's earnings to surge again

Posted by: Ian Rowley on October 22

Toyota's ascent to becoming the world's biggest automaker isn't a forgone conclusion, but don’t expect the company’s execs to be sweating. Sure, the latest data, released yesterday, show that GM...

China's Internet Censors Strike Again

Posted by: Bruce Einhorn on October 22

Google has confirmed that the search giant’s Chinese service was out of business for parts of last Thursday and Friday. “We’ve had numerous reports that Google.cn and other search engines...

Sony's Asset-Lite Chip Strategy Is Good News For Games

Posted by: Kenji Hall on October 18

It's no coincidence that Sony's decision to sell its production line for the high-powered Cell chip to Toshiba comes so soon after a cut in the price of its PlayStation...

From C-Suite To Wall Street: Is An Esoteric Company Metric Going Mainstream?

Posted by: Kenji Hall on October 16

You've probably never heard of Francis McInerney. He's the 57-year-old managing director of New York-based consulting firm North River Ventures and the author of several books on business. McInerney also...

Turning up the heat on Huawei

Posted by: Bruce Einhorn on October 15

Opposition on the anti-Communist right is building to the proposed investment in 3Com by Huawei Techologies, the Chinese network equipment maker run by a former officer in the People’s Liberation...

Baidu's Big Drop

Posted by: Bruce Einhorn on October 12

First, the bad news for Baidu investors: the Chinese search engine’s stock price plunged $51 yesterday. Yes, fifty one dollars. In one day. The amazing news, though: Even after that...

Burma, an investment destination?

Posted by: Bruce Einhorn on October 10

Leave it to the People’s Daily to find some upbeat news from Burma. Yes, the junta may be killing monks and crushing dissent. But according to the official newspaper of...

Buy Sony's Internet-to-TV Link, Get SI's Swimsuit Video

Posted by: Kenji Hall on October 09

Buy a Sony TV (plus attachable module), get Sports Illustrated's annual swimsuit issue—-in video. That might get men to drop anywhere between $900 and $6000 for a flat-screen Sony...

Samsung Teams up with B&O on Phone

Posted by: Ihlwan Moon on October 08

The latest thing among cellphone makers, it seems, is moving upscale. Little wonder that global manufacturers are reaching out to luxury brands to bring out fashion phones with a...

Why India's Internet connections are falling

Posted by: Bruce Einhorn on October 08

Here’s some weird news from India: At a time when Internet usage is supposed to be on the rise, the number of Net connections in the country actually dropped in...

Will Shoppers See More Panasonic-branded LCD TVs?

Posted by: Ihlwan Moon on October 05

With the rapid growth in LCD television sales allowing Samsung Electronics to maintain its global TV leadership, it would be interesting to watch how Matsushita Electric will react over the...

Why Huawei Wants a Part of 3Com

Posted by: Bruce Einhorn on October 03

When it comes to big overseas acquisitions, the Chinese track record is pretty spotty. There have been some big flops – TCL’s deals with Thomson and Alcatel, for instance. Some,...

Sony's Hope For Flat TVs Is In An 11-inch Set

Posted by: Kenji Hall on October 01

The future of Sony's flat TV business is a set with a screen that measures just 11 inches diagonally and rotates on a swivel arm. In an era when the...

Indians Teaming Up With Israelis

Posted by: Bruce Einhorn on October 01

I’m on the record as a skeptic about Indian ambitions to build a semiconductor industry. As I’ve noted (see here, for instance) building even a chipmaking factory with lagging technology...