Barron's blog: Tencent Ahead Of Baidu On Mobile Ecosystem ....

[quantumvibes]

Exactly what NQ has been communicating regarding the progressive development of a mobile ecosystem in which the focus has been shifting to monetizing the various user bases...

Seems to me that the race among internet players to stake out a dominant position in the mobile space can only continue enhancing NQ attractiveness as a potential partner/acquisition target.

http://blogs.barrons.com/emergingmarkets...p_blog_stw

"First, Chinese Internet companies have shifted focus from pure traffic acquisition to creating a ecosystem. In this arena, Baidu (BIDU) and Tencent (0700.HK) are the two key competitors and, according to analyst Alex Yao, Tencent has the upper hand:....."

[admin]

Yes, I've been going through that 17 page CC transcript where they describe numerous examples, I'll write an SA article about it as it's pretty interesting stuff. So many ways to leverage capabilities and those of partners..

The home screen of the mobile is really very valuable (we look 150 times a day, on average)

[Mountainbiker]

Exactly what NQ has been communicating regarding the progressive development of a mobile ecosystem in which the focus has been shifting to monetizing the various user bases...

Seems to me that the race among internet players to stake out a dominant position in the mobile space can only continue enhancing NQ attractiveness as a potential partner/acquisition target.

http://blogs.barrons.com/emergingmarkets...p_blog_stw

"First, Chinese Internet companies have shifted focus from pure traffic acquisition to creating a ecosystem. In this arena, Baidu (BIDU) and Tencent (0700.HK) are the two key competitors and, according to analyst Alex Yao, Tencent has the upper hand:....."

NQ in their investors/analyst day talked numerous times about the mobile ecosystem. NQ is at the forefront of it. Bright future. NQ has a global reach and will be able to bring a lot to the table when it comes to partnerships and M&A.