Opinions
Mark Grammer
Sohu.com Inc
SOHU-Q
BUY
Mar 19, 2004
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.
$24.400
Stock price when the opinion was issued
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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.
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