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Renren Inc. Message Board

  • mfel44 mfel44 Feb 18, 2012 9:26 AM Flag


    in weeks the real name reform issue will happen in china,

    and that will have a profound effect on ren ren, in a very good way, bidu too

    all others who are not on real name platforms,
    which is every other social network in china ,

    will have to restate real name users vs. accts

    that will make for rev revisions for sina and QQ, sohu, etc...,

    not ren and bidu

    at this point this is the most pressing issue facing the chinese web, it is literally 20 trading days aways

    real name platform or not...? thats the new reform line...

    for example, sina reported recently having 17 million new accts,
    only 2.5 million were real name

    how can they justify ad sale rates based on 17 million new accts,
    when only 2 million were actual people?

    do u actually think advertiser will use the fake number as their metric, no they will use the real name, that belongs to a wallet and eyes, not fake accts...

    u can imagine the rev revisions

    coming to co.s that exist out side of real name platforms

    sina's well touted 250 million users.... are really going to be about 165 million...

    looks like ren ren will surpass that number this year,

    making ren ren the biggest SNS in the china,

    ren ren wont have to revise earnings or explain user numbers vs, real name user numbers to investors who will wonder how the co, will continue to bring in revs based on 250 million users when they only have 165million or so?

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