Baidu.com - NASDAQ: BIDU crashed - dieses Jahr noch unter 30 US Dollar? (Seite 117)

[Karlll]

Antwort auf Beitrag Nr.: 41.809.423 von Trader20008 am 19.07.11 13:55:48

@ Trader,

25.7. passt schon. Kannst Du hier nachschauen im Baidu IR Calendar

[uhttp://ir.baidu.com/phoenix.zhtml?c=188488&p=irol-calendarrl…[/url]

Gruß Karlll

[Trader20008]

Ich glaube die zahlen kommen schon diese Woche am 21. Juli..
http://wallstcheatsheet.com/trading/top-earnings-releases-to…

[Karlll]

SPIEGEL ONLINE
19. Juli 2011, 11:04 Uhr
Internet in China
Baidu will Browser- und Musikmarkt erobern

Vorbild Google: Der chinesische Suchmaschinen-Gigant Baidu hat die erste Betaversion seines eigenen Browsers veröffentlicht. Außerdem will das Unternehmen künftig kostenlos Musik zum Download anbieten.

Hamburg - Seit Montag steht die Betaversion des neuen Baidu-Browsers zum Download bereit. Der chinesische Suchmaschinen-Marktführer greift damit auch in Sachen Surfprogramme seinen Konkurrenten Google an. Optisch erinnert das Programm stark an Googles Browser Chrome, wie Blogger anmerken. Als "einfach und zuverlässig" preist Baidu den neuen Browser laut "PC World" an.

Am Dienstag legte Baidu dann gleich nach und verkündete eine neue Zusammenarbeit mit den größten Musiklabels der Welt. In einem Lizenzierungsvertrag mit One-Stop China, einem Joint Venture von Universal Music, Warner Music und Sony BMG, vereinbarten die Beteiligten, zum Start rund 500.000 Songs zur Verfügung zu stellen, die legal und kostenlos über Baidus Musik-Download-Plattform ting! heruntergeladen werden können - allerdings nur von chinesischen Rechnern aus.

Nach Informationen der "New York Times"wird Baidu den Musikverlagen für jeden Song-Download eine Gebühr entrichten und ab einem bestimmten Werbeerlös auch Anteile der Werbeannahmen abgeben. Genauere Details gaben die Beteiligten bislang aber nicht bekannt.

Offenbar haben sich die Baidu-Manager von Google inspirieren lassen: Das US-Unternehmen hatte im Mai einen eigenen Musik- und Videodienst vorgestellt. Der eigene Browser Chrome ist binnen kurzer Zeit zur ernsthaften Konkurrenz für Internet Explorer, Firefox und Safari aufgestiegen.

Der Vorstoß könnte den chinesischen Musikmarkt revolutionieren, der bisher vor allem für seine ausufernde Piraterie bekannt war. Schon öfter hatten in der Vergangenheit Plattenfirmen Baidu verklagt, weil das Unternehmen Piraterie über seine Suchmaschine befördert haben soll: Baidu ginge nicht genug gegen Deep-Links auf Piraterie-Seiten vor.

Solche Links wolle Baidu als Teil der Vereinbarung nun löschen, sagte Andrew Chan, ein Sprecher von One-Stop China, der Nachrichtenagentur AP: "Der Traffic wird auf legale Download-Links umgeleitet." Die Ifpi (International Federation of the Phonographic Industry), die Unternehmen der Musikindustrie vertritt, schätzt laut "New York Times" den Anteil illegaler Musikdownloads in China bislang auf 99 Prozent.

In China ist Baidu die Nummer eins im Suchmaschinenmarkt: Rund 75 Prozent der 500 Millionen Internetnutzer in China greifen laut dem Pekinger Marktforschungsinstitut Analysys International auf Baidu zurück, während Google mit seiner aus Hongkong betriebenen Suchmaschine mit knapp 19 Prozent abgeschlagen zurückliegt.

kad/AP

[Karlll]

Dann schaun wir mal, was kommender Montag bringt.

July 19, 2011, 4:00 a.m. EDT
Baidu to Report Second Quarter 2011 Financial Results on July 25, 2011

BEIJING, July 19, 2011 /PRNewswire via COMTEX/ -- Baidu, Inc. /quotes/zigman/97715/quotes/nls/bidu BIDU +0.82% , the leading Chinese language Internet search provider, today announced that it will report its financial results for the second quarter ended June 30, 2011, after the U.S. market closes on July 25, 2011. Baidu's management will hold an earnings conference call at 8:00 PM on July 25, 2011 U.S. Eastern Time (8:00 AM on July 26)(8:2011 Beijing/Hong Kong time).

[Karlll]

Baidu to Enter in Internet TV Sector
Posted 07:12 AM ET


BEIJING, Jul 15, 2011 (SinoCast Daily Business Beat via COMTEX) -- Baidu (BIDU) recently reached a cooperation agreement with Wasu Media & Network Co., Ltd on strategic cooperation in interactive TV and internet TV sectors.

Baidu claims that TV users will experience Baidu's search and film and TV services on the TV screen with TV remote controller upon such cooperation.

It is learned that Baidu will implant Baidu search services into digital TV set top box (STB) and internet TV platform run by Wasu.

However, Chinese internet TV sector will encounter huge challenges and the first one is strict policy supervision. Baidu is the second private enterprise coming into internet TV businesses following Voole. Com. Inc.

Analyst believes that Baidu film and TV services need more time to explore contents complying with platform requirements. Plus, with regard to whether Baidu search can be linked to video resources from other websites, there is much to be done in terms of policies and interest allocation as each video content supplier wants to benefit from the increasingly hot internet TV sector.


Source: www.techweb.com.cn (July 15, 2011)

Copyright 2008 SinoCast Daily Business Beat. All rights reserved

[Karlll]

Antwort auf Beitrag Nr.: 41.791.732 von Karlll am 14.07.11 22:32:53

[Karlll]

Nun, Ergebnis ca. 11% über Konsens. Ich hänge mich mal etwas aus dem Fenster und behaupte, das es Baidu nicht schafft im 2. Quartal auch mind. 11% über Konsens zu liegen.
Nachbörslich gehts für Google mit + 12% aufwärts, und auch für Baidu fallen + 2,4% an.







July 14, 2011, 4:06 p.m. EDT
Google tops views as net rises 36%

SAN FRANCISCO (MarketWatch) - Google Inc. (NASDAQ:GOOG) on Thursday reported that second-quarter net income rose to $2.51 billion, or $7.68 a share, from $1.84 billion, or $5.71 a share in the same period last year. The Internet search giant said net revenue for the period ended June 30 was $6.92 billion. Excluding one-time items, Google said that earnings for the quarter were $8.74 a share. Analysts polled by FactSet Research had expected Google to report second-quarter earnings excluding items of $7.84 a share, and $6.54 billion in net revenue.

*

[Karlll]

Inside the Baidu Machine
Jul. 14 2011 - 9:13
By ERIC JACKSON


Baidu (BIDU) is in the midst of an unprecedented growth spurt. After the May – June swoon based on fears about Greece and the spate of problematic Chinese companies, Baidu saw its stock price dip below $120. It’s basically now back to near all-time highs in about 2 weeks. Not too bad.

While Google (GOOG) noisily exited China last year, Baidu just kept its head down and collected money and market share.

There are rumors of a partnership with Facebook to bring the world’s biggest social networking service to the other side of the Great Chinese Firewall. Additionally, it has been rumored that Baidu will develop its own mobile operating system, although – as it is – Baidu is nearly always the default search engine for handset manufacturers in China.

Last month, I sat down with Victor Tseng, the Global head of Investor Relations, as well as Kaiser Kuo who heads up International Communications for the company. I also got a brief tour of the Baidu mega-campus in Beijing’s suburb known for its cluster of tech companies.

The company has the open concept you would see in Silicon Valley, as well as rooms that look like little igloos in the middle of various floors where employees can go and catch a cat-nap if they’re working too hard.

An edited version of our conversation is contained below:

Eric: As Google is struggling to find its growth, what are the new focuses for Baidu?

BIDU: Box computing and e-books are our new focuses, and we also focus on voice recognition. The number of apps from box computing we have has increased dramatically recently. While we are not in the same league as the Apple (AAPL) store, we are one of the biggest in terms of apps. We are seeing a lot of queries from mobile devices at the moment. Personally, we would prefer to see Google’s Android mobile operating system to become bigger because it is basically our default mobile operating system.

Eric: What is your strategy on your mobile business?

BIDU: Baidu is devoting much more energy into mobile strategy. Social networking has been huge and we’ve been playing in that space really since 2003, with the launch of Baidu PostBar. More recently, Baidu has developed an app that lets you post to different microblog platforms directly from your search box. It’s a Box Computing approach to social networking. Social related traffic is about a quarter of Baidu’s total traffic volume today.

Eric: So you think mobile business will be the future for Baidu?

BIDU: We will put more focus on it, but the major revolution in this sector will be application-driven. So we will focus on box computing, Baidu tieba, Baidu zhidao (xinzhi) and so on.

Eric: There have been rumors of cooperation with Facebook, so is that true?

BIDU: No that is just a rumor.

Eric: So how does Baidu attract more talented engineers to work for them?

BIDU: We provide a platform for developers to exercise their ingenuity, it is a win-win situation and third party programmers seem to enjoy this kind of cooperation. From last year, we have been focusing on developing more apps to increase user experience.

Eric: How do you think Google failed in China? What effect has this had on Baidu?

BIDU: it all depends on whether Google is committed to do business in China or not. They should have done a lot more studies on regulation first, and they need to have local knowledge. We are not much concerned about Google and their possible re-entry into China; we are more concerned with user stickiness and seeing more people go online. The key to our success is to develop the market and to attract advertisers to post. We need to give a good user experience and make them willing to come back.

Eric: How does Baidu find and capture new market opportunities?

BIDU: There are a lot of opportunities in sight. There are many companies buying keywords from Baidu. Baidu’s online retail category is doing well. Box computing is Baidu’s next growth catalyst from a user perspective. We want and are also looking for premium and quality partners in search to sync up more closely with our box computing initiative.

Eric: What does Baidu think about M&A?

BIDU: Baidu will consider some strategic and certain vertical M&A opportunities. We are more inclined to make small acquisition but would not rule out bigger deals.

Eric: What is Baidu’s focus geographically?

BIDU: We still focus on China. We are learning how to adapt to foreign countries; right now, we prefer to cooperate with developing countries rather than go directly into those countries.

Eric: Describe the idea generation process in Baidu, and how the company manages the IT team and execution decisions?

BIDU: Ideas are generated at the lower level, then pushed up to mid and high levels. Employees are given flexibility to develop ideas, and the committee is responsible for determining which ideas are viable to develop further.

Eric: Talk about corporate governance in China now.

BIDU: People are concerned with corporate governance. Frauds are sporadic and company-specific. Our management team is very strong and has a good track record. We need to focus on people’s search experience and anticipate user/customer-needs.

Eric: Talk about the piracy problems in China you’ve been dealing with?

BIDU: Piracy is a big problem in China, and it is still difficult to solve. When publishers send complaints to Baidu, we will take off those articles and novels. We removed 2.8 million articles in one week. If we can’t control the piracy problem, then we will shut down the bookstore.

MP3 is not highly prone to piracy. Baidu will release a new version for MP3s, the “Ting” platform. So watch for that.

For literature, Baidu won most of the cases against Shanda (SNDA), for now. Baidu doesn’t want to monetize Wenku (Baidu’s online bookstore) right now.

Eric: Box computing, how sticky is that?

BIDU: Developers like it, and users like it. Currently Baidu is not concerned about monetization in this field, other than a few ad revenues, subscriptions, and other different kinds of revenue generation. Baidu is more concerned about drawing people to Baidu. Baidu is trying to develop more apps to develop user stickiness.

We did a commercial this year. The commercials are not intended to capture more markets, but to inform and educate users that search engines can be used to improve their online experiences.

Eric: Thanks.

[At the time of publication, Jackson had a long position in BIDU and AAPL.]

[Juergen_2000]

Antwort auf Beitrag Nr.: 41.765.969 von edgar99 am 09.07.11 18:57:05

Danke euch beiden,

die Nigeriaschreiben, etc. habe ich ja auch ab und an in den Mails, aber dieses kam direkt von meiner Depotbank per Post. Wusste nicht, dass die comdirect auch solchen Spam an ihre Aktionäre weiterleitet... das verwundert mich doch etwas.

Beste Grüße
Jürgen

[edgar99]

Antwort auf Beitrag Nr.: 41.763.801 von Karlll am 08.07.11 18:33:15

Hi,
geht mir genau so; allerdings stammen die Angebote für mich meist aus Ouagadougou. Daraus habe ich gelernt, dass dies die Hauptstadt von Burkina Faso ist (spam-mails tragen also zu meiner Bildung bei).
edgar99