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December 11th, 2006

 

 

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