% | $
Quotes you view appear here for quick access.

E-Commerce China Dangdang Inc. Message Board

  • afewminutes21 afewminutes21 Jul 26, 2013 12:20 PM Flag

    Concern for DANG's future

    While I have no doubt that e-commerce in China will continue to expand tremendously, is it reasonable to believe that DANG or any of the other smaller players will survive once Alibaba goes public? Seems to me that Alibaba will use its IPO cash to expand itself and operate on super thin margins and any competition will be driven into oblivion. And why would Alibaba even bother with a DANG buyout? If Alibaba wants anything that DANG has (e-reader, warehouses, distribution network), it can just wait until they are driven out of business and then pick that stuff up for next to nothing.

    Sentiment: Hold

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • it is good to keep an open mind on your investments (among other things!) and you have some legitimate concerns. don't let the eejits worry you.

      there is more than on player in other markets, right? i mean everyone "knows" amazon has the best prices but other consumer websites still flourish. maybe vips and dang merge and become the biggest? maybe dang does so on its own. i think it is still too early to forecast a winner but believe DANG si undervalued for its potential.

      good luck.


    • If you are long like you said then you want it lower to buy or you think we are kids and you want to scare us. A long never posts a message like this. Be honest and nice. I know innocent people who believe MB...

    • You want to drive the price down. So in This country, all we have is Walmart, no other stores??? Going higher...

    • If you believe Alibaba story & strength over little DangDang, then go buy SINA, if you want the most percentage gain on the stocks, then go buy YY.

      If you are long term investor for your 401k retirement, just hold and ignore daily up & down, let day traders to play out. You'll be all set in a few quarters.

      Bottom line, I hope you are not just another shortie to try the new tricks, been seen too many of them died here past 2 months, don't make that mistake!

      • 1 Reply to sushi_liu2
      • I'm no shortie, I'm a very paranoid long. Does DANG have some customer loyalty built up that can carry them through when Alibaba turns on the jets? I read on this board a couple of months ago that there was a documentary playing in theaters in China about the founders of DANG that painted them as national heroes and that the film was very popular, but I was unable to find further information. Was there such a movie? As far as the WalMart analogy goes, a lot of Mom and Pops get squashed when WalMart comes to town, and I'm hoping that doesn't happen to DANG if Alibaba becomes synonymous with eCommerce in China. If anyone has any ideas on why people will continue to use DANG instead of Alibaba, please post 'em. If DANG can just hang on to their current market share, that's good enough for me because I understand that will ultimately translate into big gains as the huge Chinese population stampedes onto the internet over the coming years. Thanks.

        Sentiment: Hold

6.75-0.29(-4.12%)11:24 AMEDT