Qihoo 360 Technology Co. Ltd Message Board

How much money have you lost on Baidu, Fred? Let me tell you how much money I've made on Qihu....

Sentiment: Strong Sell

What coolaid have you been drinking? Need some Qihu?

Sentiment: Strong Sell

in a couple of hours

Sentiment: Strong Buy

Qihu is a steal at $32 and going to $50.

Sentiment: Strong Sell

I can't quit my day job yet Fred...lol

Sentiment: Strong Sell

Baidu is several years behind competitors(I won't mention which ones...) in the wireless area and is now having to play catch up. I thinks the CEO became complacent and was averse to risk taking but now it is going to cost him...

Sentiment: Strong Sell

My opinion is good for the company long term but not so good for Baidu investors...

Sentiment: Strong Sell

There's a reason why Baidu is so cheap and at at a 2 year low. There has to be some sense of business improvement for an upgrade. Can't just give an upgrade because it's cheap!

Sentiment: Strong Buy

I think the free advertising is another case of good for the long term but bad for the short term. The same can be said about Qiyi and Qunar that are requiring a lot of investment. I think if I had been Baidu CEO, I would have focused on dominating the browser and mobile market instead of the video and travel business, but I'm not CEO so back to my day job!

Maxim is expecting good numbers from Qihu but I was worrying that they might be in a similar position as Baidu of having to invest a lot of money in new products....

He's been posting some really strange posts...

Baidu was the "google" of china however it has become too complacent and slow moving as of lately. This is reflected in anemic stock price that we have seen for the past two years. Better risk/reward with the nimble risk-taking Qihoo moving forward. My prediction is that GOOG will buy a stake in Qihoo to assure a presence in the Chinese market and the ability to compete with Baidu. Not sure why Chris thinks there is "less" competition..... Baidu is going to be facing increased competition from Qihoo, and that has been relfected in the declining stock price of Baidu. Best of luck to all investors!

Sentiment: Strong Sell

Fred, I don't know how Qihu plans on taking an increased 10% of the search market from Baidu every year... At least the CEO of Qihoo is ambitious! I don't think it will happen but even a little nibbling here and there at Baidu's market share is going to be painful. Any increase no matter how small will be beneficial to Qihoo. Best of luck in your investing...

Interesting how Qihu is up prior to earnings.... I remember how Badu tanked right before its last earnings.

Sentiment: Strong Sell

Thanks Fred! I expect earnings to be down somewhat but revenues to be a lot higher...

As much as you don't like comparisons Fred, they are important because Qihoo is Baidu's closest competitor. So we're comparing apples to apples.... A couple of people in the past on the board had said this competition might be a zero sum game, however each company is trying to maximize its search market share.

Sentiment: Strong Sell

Fred, I was reading an article from IBD today where TH Capital anaylst Tix X Hou thinks likely that Qihu has increased its search market share from 10% to 12% so that would be very bullish if that's the case.

Qihu broke new 52 week high so looking good going into earning! I'm keeping my fingers crossed....