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Sina Logo
  • commented 9/16/12
  • tags: MSFT AAPL BIDU SINA
  • Nice article. I would question whether display advertising, as opposed to ads placed in the information flow of a user, is ultimately expected to be the main generator of advertising revenue for SINA, the form factor of a smartphone, e.g., being too small for effective display ads. Also, I first saw your article on Seeking Alpha on 9/13. Since it was written, apparently the margin of safety has decreased from 30% to ~7.5%. [ less... ]
    Nice article. I would question whether display advertising, as opposed to ads placed in the information flow of a user, is ultimately expected to be the main generator of advertising revenue for SINA, the form factor of a smartphone, e.g., being too small for effective display ads. Also, I first saw your article on Seeking Alpha on 9/13. Since it was written, apparently the margin of safety has decreased from 30% to ~7.5%.
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