Stockchase Opinions

Michael Smedley Sohu.com Inc SOHU-Q BUY Dec 18, 2003

The sector is pending to be in a little bit of a lull. Still in a tremendous area of growth.
$28.590

Stock price when the opinion was issued

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TOP PICK
Good revenues from their advertising side.
BUY
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.
TRADE
Tired of this sector. Vicious territory.
WEAK BUY
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.