On a side note, Bing has a name problem, and not just here in the U.S. In Chinese, "Bing" means being sick or having a cold, depending on the pronunciation. It could also mean pancake. They could obviously change the name, but bending over backward to grab market share in a communist country is just bad PR. I can already see the Google campaign: "Microsoft's new motto: Do Evil".While the Chinese government may have won this battle, I'm convinced that Google will ultimately win the war. I'm bullish on Google and personally hold options positions that reflect this opinion. Firing line: Businesses that stand on principle win out in the long run. Sacrificing your core values for a buck may work in the short run, but ultimately, it is a losing strategy.
BIDU) has rallied. But let's break this down a little more than the action this week. Anyone who wants to do business in China has to conform to their censorship rules, so it's not like Yahoo! search, or Microsoft's Bing will be grabbing market share there, unless they want to look like puppets of the state. Not the best marketing strategy.