Wednesday, August 22, 2007

Munarritz on Google's many partners

My favorite Motley Fool writer, by far, is Rick Aristotle Munarritz. His interest in growth companies near and far never ceases, which is why I never miss any of his articles. Try not to, anyway. His latest piece includes Google and Baidu.

Munarritz: Little G in Big China

He mentions SINA in the story.

So where does this leave SINA (Nasdaq: SINA)? Two months ago, SINA hooked up with Google in a revenue-sharing search-advertising deal. The Chinese portal knew that it was getting into an open relationship, but did it know that Google was interested in seeing so many other people?

As it turns out, SINA has jumped from 35 to 40 in the past few days, probably because the Co is bullish on projected revenues due to its partnership with Google. He also mentions NetEase, though I wonder how strong the Co will be with its toes in several different businesses. I like Shanda Interactive as an online gaming destination better.

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