FOR CHINA INTERNET STOCKS
2006 IS THE MIRACLE YEAR
{Couple this advert with>> Commtouch Software (Nasdaq: CTCH) can boast a coup in China: its leading antivirus vendor is adopting the Israeli company's anti-spam technology.
On Wednesday Commtouch announced that Beijing-based Rising Corporation, which provides systems for secure content management and controls a quarter of China's market, will be using its anti-spam engine.
"We have every intention of capturing the Chinese anti-spam market by leveraging our leadership position in the AV market and the superior performance of our Commtouch-based products," commented Yiding Mao, a VP at Rising Corporation.
"Chinese spam is simply different, and importing western anti-spam technologies to China is no trivial matter. Our extensive laboratory evaluations showed that many solutions which work well in the US, fail to reach the same performance in China," Mao said.<<}
Right now, Internet penetration in China is 7.2%. That’s roughly where things stood in the U.S. in 1993, right at the dawn of the Internet’s Golden Age.
Mark my words, 2006 is THE YEAR you should invest in China’s Internet.
Here’s why:
Almost 100 million Chinese can now log on to the Internet. That’s a growth of 18% over last year.
People are already using the Internet as part of their education, and their work, their entertainment in China to a degree only recently seen in the U.S.
Families in the U.S. have choices between many different sources of news, entertainment and communication that are simply not available in China. I know personally of families on mainland China that are delighted to spend a month’s wages to get a computer and subscribe to an Internet service provider.
In the past 6 months the amount of time spent online by Internet users has increased by 54 minutes, according to a just-published statistical Survey on Internet Development in China.
We are at the inflection point—and from here the online opportunity goes into hockey-stick mode, just as it did here in 1993.
But the digital divide is closing much faster than this analogy allows. Broadband, gaming, mobility and a relative lack of competitive alternatives are all accelerating the speed of change and magnifying the opportunities in Chinese Internet stocks for U.S. investors.
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