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Shanda: an excellent narrater
(2006-11-29 16:02:40)
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杂谈 |
分类： MSN搬家 |
Despite Shanda's improvement in 2006 Q2 and Q3,
uncertainity still exits. "free to pay" business is not good as
what they told wallstreet analysts, but many smart guys still can
not understood why Shanda could get success in two
quarters.
By the way, I do not like EZ Pod, challenge
from government regulation will become a disaster. Somebody told me
that Shanda had good government connection, but this
advantage could not become a sustainable business
alone.
I am not here to argue every Chinese companies
of Nasdaq, when seeking chinese alpha, i found many well run
companies has various problems behind the price.
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