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“SMLGYM” $GOOG $YHOO $MSFT / SML.20121228.Finance.Data.GOOG.YHOO.MSFT.US.Search.Business.Opinions

“SMLGYM” $GOOG $YHOO $MSFT

 

 

 

 

SML Opinions:

Yahoo has had a good year. I reason that it largely has to do with the economy of China. Although in Google is the defacto search engine in the US, when you move around the world you will notice that different parts of the world’s primary search engine differs greatly.

 

 

 

 

For example, in Hong Kong, the number 1 search engine that people reference (just by casual conversation) is Yahoo. In the UK, it seems that people reference Bing often. This is unusual to me. But if you think deeply, Google has many properties which are blocked by China’s Great Firewall. Google could not survive in China so if China is slowly becoming the creditor of the world, then it would make sense for companies which are able to survive in China to do well.

 

 

 

 

One must also not forget Baidu. There are a ton of amazing content available in Chinese. Just because you cannot read it does not mean that data is not available. This is often the number 1 thing I noticed about technology companies based in the US—they ignore the audience in other parts of the world while trying to be a global products and services company. You can’t force your language and culture onto others. Learn from history regarding world peace and diplomacy. Then you will go far.

 

 

 

 

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/ #HongKong #中國 #中国 #China

 

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Uploaded on December 28, 2012
Taken on December 28, 2012