Category: China
Posted Date:
-
A close-read of Qualcomm’s China press release
Qualcomm announced a settlement of the NDRC China investigation. The very dense press release raises as many questions as it answers. Bad news: a 46% reduction in royalty rates. Good news: lots…
-
China VIE trouble for BABA?
That didn’t take long. Over the past few months I have been writing (also here and here) about Alibaba (Ticker: BABA). I mentioned one of the key risks with buying BABA stock is…
-
Qualcomm in China – Some Signs of Progress
I recently had the chance to catch up with a few contacts from China who think the end is in sight for Qualcomm’s troubles with the government, but timing is uncertain and…
-
CES: Where are the Drones?
I arrived in Las Vegas fully expecting to write an entire note about drones. The pre-show publicity made it sound like drones were everywhere at the show. I hoped to profile a…
-
The Internet of Things Now Belongs to the Product Managers
Almost two years ago I wrote about the masterful re-branding exercise that we now call the Internet of Things (IoT). We used to call it Machine to Machine (M2M) communications. Fifteen years…
-
CES’ Back Halls: Shenzhen Inc. is Evolving, Rapidly
I wrote last year (and the year before that, and the year before ….) about the growing number of China companies at CES. Last year, in particular, I noted the transition of…
-
D/D #10: Drones, Selfie Sticks and Connected Everything
[This is the introduction to my latest note. E-mail us to join the mailing list for the full note.] There is no way for the human mind to fully grasp the Consumer Electronics…
-
Alibaba and Alipay
Alibaba has been doing well in the market since I last published on them. The stock has hit my ‘price target’, and their first results went well. If I were really covering…
-
BABA: Portfolio Manager Summary
Alibaba is a bet on the growth of commerce in China, not just online commerce but a broad definition of commercial activity. Alibaba is now deeply entrenched in China’s business future. As the…
-
Launching “Coverage” of Alibaba
Over the next few days I will lay out some of my thoughts on Alibaba. I have been reading through their S-1 filings since they became available and a few things stood…
