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December 11th, 2006



Here is a company that I have followed with great interest for a while: (BIDU).


For sure it has a tremendous growth potential, nestling in the fastest growing (and probably the biggest in a few decades) economy, and profiting from the fast internet traffic growth in China.


But my interrogation is: will Baidu keep or extend its market share in China? Can it sustain a superior growth than Google for a long time?


To be continued ...


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