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| BUY on WEAKNESS | 75.690 | Mark Grammer | There are a good half dozen Chinese companies on the internet which are real viable businesses right now. This one is one of the leaders on the gaming side. Has had a very good run here, so wouldn't rush out to buy it now. Good long term stock and in 3 years should make you a decent return on your investment. | 2005-08-16 | |
| WEAK BUY | 41.230 | Mark Grammer | The 3 main internet companies in China are Sina (SINA-Q), Sohu (SOHU-Q) and NetEase (NTES-Q) and they all do slightly different things. Sina is probably the most diversified. Investors are expecting a lot out of these companies. Going to be a big market for internet companies. Volatile, so use a long term view of 3/5 years. | 2005-02-08 | |
| BUY | 47.930 | Mark Grammer | 3 main Internet companies in China are Sina.com, Sohu and Netease. There will be bumps along the road. Take a little bit of each as there are some differences and it is hard to know which one will succeed. | 2004-03-19 |