A detailed report by Safa Raschty from the Piper Jaffray’s Internet and Wireless conference in China last week. Some findings:
–Portals Still on Top. Despite increasing competition from various entrants into each of the verticals in which the portals play, it was obvious that the portals still have the most sustainable and the strongest platform.
– Wireless market is real in China: That the wireless services are not a fad was confirmed not only by the strong position that China Mobile has taken in developing the platform to deliver these services, but also by the industry analysts who closely watch the wireless and telecom market in China.
A good read…
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