“It will be considered a one-time adjustment, rather than any real growth in a companys value.”
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“These businesses are in their early stages in China. Search, e-commerce and wireless are relatively nascent industries.”
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“The long-term fundamentals are intact and similar to what we saw here in the Internet sector.”
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“Investors need to be able to stomach this ride, must keep at the forefront of their minds that theyre buying into this for the long-term, because there are lots of short-term uncertainties.”
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“I think the initial read of the numbers was disappointing for a lot of people. Guidance as of last quarter was $500 (million)-to-$530 million. With typical analyst and investor behavior, we expect companies to upside from what their guidance is.”
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