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| WEAK BUY | 15.710 | 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 | |
| VAGUE | 16.940 | Michael Smedley | Tired of this sector. Vicious territory. | 2004-09-22 | |
| BUY | 24.400 | 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 | |
| BUY | 28.590 | Michael Smedley | The sector is pending to be in a little bit of a lull. Still in a tremendous area of growth. | 2003-12-18 | |
| TOP PICK | 31.180 | Michael Smedley | Good revenues from their advertising side. | 2003-09-30 |