Replies to post #435886 on Zeev's Turnips Patch-No Politics (ZEEV)

[madrose1]

well one thing to like is NTES back up a pt off dip below $66 ...

;-)


post that stuf before eps , ok ? Something to do with "game fatigue" too i believe . CIBC maade a good call on the 4th , though they kept their $80 trgt, which might be lowered tomorrow slightly

CIBC expects incumbents to experience market share & margin declines as the sector enters a transition period. The firm believes 2006 EPS Street estimates are too aggressive. Initiating coverage with Sec Perfomer ratings: NCTY(tgt $20), SNDA($27), and NTES($80).

[AD]

maven, the massive restrictions put on internet companies in CHINA are difficult to quantify. Makes them a very tough group to properly value , even with generous leeway.imho.