It looks that their salary and stock options are too high, comparing to the company's revenues and earnings. Do the managers always get it like this high in similar companies?
if you knew the fundamental difference between bidu and qihu, you would not need to wait for qihu's report.
my own answers: I am a little guy, only owning a few thousands of shares of HPQ.
I think HPQ is more worthwhile to invest than IBM.
I can ensure you that "BIDU is basically the AMAZON of China." is a fundamental mistake. Before you understand this, don't play with either of them.
A large number of companies, Walmart, Target, BBY....they all already have existing distribution infrastructures, they can simply expand online sales, they already and they can allow thirty parties selling items on their websites too...