Interview by bellwether with David
Silver of Wall Street Strategies
on March 13th 2008.
Q: What's your current take on
A: We continue viewing shares of
Baidu quite positively as we believe
traffic during the first quarter will
allow for strong first quarter results.
Q: So, what would you tell investors
looking to position themselves in this
A: As it stands, it is very likely that
BIDU is winning market share away from
Google so far in the present quarter.
Consequently, we are recommending shares
of BIDU for the long term, and we do not
believe this stock has much of a downside
risk at its current price level.