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    Archive for the Internet Category


    New Articles for July 18-24

    List of articles I wrote this week for Forbes.com and Business Insider.

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    Bold Predictions For China Tech Over Next Decade

    During the next decade, we will find out if China can become rich, on a sustained basis, before it grows old. This has special implications for tech investment over the next decade.

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    Internet Crackdowns As An Economic Performance Indicator

    Freedom of speech on the Internet is taken for granted in good times, but when times get touch and there is high unemployment, it becomes a different story. Then, government crackdowns become a good indicator of what is really happening in the economy.

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    New Goldman Report: iPad to Take Significant Netbook Market Share And More About iPhone Antenna Issues

    The iPhone really isn’t a phone. It’s just called a phone.

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    New Goldman Chart Shows How Apple Seizes Mobile Phone Profits

    In my recent article for Forbes.com The China Tracker, “Apple, Google To Battle In China”, I predicted how Apple’s iPhone would be much more profitable than the Android platform even though unit sales would be lower. This view is corroborated by this chart (second on the page) posted on Business Insider, which is now capturing [...]

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    Advertising, Real-Name and Other Opportunities in China

    Several weeks ago, I wrote an article on China’s digital advertising industry for Forbes.com The China Tracker. Now that China’s online advertising expenditure is growing, I’d like to talk more about challenges, and what I see as good opportunities in the field. The past few years in China have seen some investment in China in [...]

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    White God Syndrome Meets China’s Internet Sovereignty

    Virtually all westerners, and most western companies, embrace the belief that information should be free. This means that it should freely cross national borders and be accessible by anyone with a browser. In short, as long as it sits on a web server, it should be accessible from anywhere. Some individuals, such as Mark Zuckerberg, [...]

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    How Google Works

    Infographic by PPC Blog

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    Google China Adds ICP License At Bottom of Search Page, But No One Knows What It Means

    In a widely misinterpreted move, Google added an ICP license registration notice at the bottom of the search page in China. Many early followers of the Google China saga interpreted this to mean that Google’s application for a new ICP license had been approved by the Beijing authorities, but later Google confirmed that they had [...]

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    GE’s Jeff Immelt Surprised That Chinese Interests Are Different

    In a recent statement, GE’s CEO Jeff Immelt expressed surprise and dismay that the Chinese government and business interests are pursuing moves that will seemingly make the Chinese market less friendly and accessible to western companies. Then, he went one step further, accusing the Chinese of the attempted “colonization” of other countries. Shortly after making [...]

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