Piper Jaffray held their third Annual China Internet & Technology Conference in Beijing last week. From the discussions & presentations held at the conference, the following key take aways emerged:
1. The economy is less of a risk, compared with last year
2. Leaders are emerging within the sector
3. Companies are more realistic about market opportunity and margin leverage
4. Regulation is helping moderate growth rate, preventing potential bubbles
5. New areas are emerging in blogs, social networking, etc.
6. Adoption of advertising and online medium by small businesses is increasing
7. Local companies enjoy home-grown advantage
Focus Media and Ctrip are emerging as leaders, Baidu and TOM Group as well. Baidu is dominating search and Google will have a difficult and uphill struggle in challenging Baidus domination. Online advertising is expecting to grow 35-40% during 2006 (an amazing oppertunity here). What I find particulariy interesting is the new areas that are emerging in blogs and social networking. According to Piper Jaffray, blogging is the big new trend catching on very rapidly. They also believe that it will continue to grow, and the existing players such as Bokee, Blog CN, Sina and surprise: MSN Spaces are likely to be market leaders. Other rapidly growing companies are: online match making, phone agencies and travel search engines.
Against this background I must say that Maxthon is very well positioned in China, we are already driving a huge percentage of Baidu’s search traffic, we are the second biggest browser in China and our user growth in China (as well as outside of) are just exploading.
Tags: Piper Jaffray Tags: China Tags: Internet Tags: Technology Tags: Focus Media Tags: Ctrip Tags: Baidu Tags: Tom Online Tags: Advertising Tags: BlogsTags: Social networks Tags: Bokee Tags: Blog CN Tags: Sina Tags: MSN Spaces Tags: Maxthon
It seems like Scoble have nothing better to do over at Microsoft today than inventing a new word (brrreeeport), then tag it and see what happens. BTW, the brrreeeport sounds extremely familiar to a certain bodily sound that Adam Curry happens to let loose in the Daily Source Code on a regular basis like a 30 second spot…sponsored by (oh you know by whoom..). The worst thing is that even I find myself writing a post on it..Is this the sad true state of the blogosphere today, or is it just what makes people tick’?
Looking at the more serious side of it (if there is any..) when I was running a blog campaign for Samsung Mobile’s Anyfilms.net some time ago, I noticed that Google Blog Search by far out numbered Technorati and the others in tracking the posts. Technorati turned out to be really disappointing as a reliable tracking tool (which was a pity since I really like their service). The big surprise however, was MSN Search tracking far more blogs with the tag “anyfilms” than the others (after Google of course).
Technorati Tags: Brrreeeport, Technorati, Google, MSN Search, Scoble, Microsoft, Tags, Search, Tracking, Blogs, Blogging, Adam Curry, Daily Source Code, Samsung Mobile, Samsung, Mobile, Anyfilms, Video, Film, Movies
I don’t know if you paid attention to it, but MSN Messenger has discreetly and quietly introduced Ad links in its message window. Quite smart and much better than the banners that ICQ are using. This Ad is for Coca-Cola Light.
A new war has heated up on the IM market – Skype is releasing IM developer tools. This on the same day that Google Talk was launched – what a co-incident…If AOL, MSN and Yahoo got a bit nervous about Google Talk, I guess this announcement wasn’t too welcome either. Tuff days on the IM market – but very interesting too, competition is healthy and will bring out the best products, however I believe this will be the beginning of the end of the weaker IM’s that are already struggling to keep it up. The Skype IM developer tools will enable softwares and web services to integrate Skype IM to their offering which is really very welcome. Expect to see Skype IM on many desktop applications and web services like dating, social networks and blogs in the near future. And by the way, why not on browsers too?
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