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Baidu, Inc. Message Board

  • brunno.mali brunno.mali Apr 25, 2013 8:40 PM Flag

    About Mobile and the neverending Monetization Theory


    Watch what happens with Mobile and the Millenials and the next group of Handset Junkies. Their is no way to resolve Monetization. Tell me how many here would pay to read ads on Yahoo? On Google? Corporate Sponsors are already rethinking Facebook. Think I'm wrong? lets see what the story is April 30th when FB reports. Watch SINA. same issues. Now BIDU is one trade from 52 week low. Sina is in the toilet. Think this through Gents. I know what I spout.

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    • There is but one, chinese web site, who is leaning away from the ad model
      And that is renn

      If u look at renns revs

      They do not need ad.dollar or rates to make their beat revenues

      Gaming, group slaes, video, and the sns is providing over 75% of the revs renn makes

      Ad rates and revs heavily dependent rates too.

      When i look at renn at current levels. And look at the derivation
      Of revs renn is getting

      The have 200m users and directly make revs off them. Their reliance on ad.dollars is buck the whole sector.

      I would rather have a small co. Building rev flow from users , than ads.

      Ad dollars come and go. Users spending cash ,.providing 75% of revs is a real metric

      Renn is a very interesting co.
      This current.level is a bargain

    • bruisersampson Apr 25, 2013 8:44 PM Flag

      Bruno , You are making me nervous now as I own tons of Millenial Media shares

186.02-1.930(-1.03%)Apr 28 4:00 PMEDT