10/13/2004
Update about "The China Internet Report"
Post @ 23:46 in China's Economy - Internet
Just after I did my last post, I saw there is another article about Mary Meeker and The China Internet Report on Newsweek via Xiao's post on China digital News.
Meeker glossed over key issues like timing and Beijing politics, leaving a sense that she is more of an expert on the Internet than on China. That impression jumps out on page one of her own report, which cites warnings from two other Morgan Stanley
On Andrea's latest blog post: Latest Talks On the Internet in China, Richard (who is the author of The Pekingduck) made a insightful comment on that:
Mary Meeker was once known as "Queen of the Internet" during the dot-com boom and she was largely resposible for the huge and ridiculous forecasts for Internet stocks -- she was predicting, along with Henry Blodgett, outrageous prices for dot-coms like Amazon and Priceline, and she lost most (all?) of her credibility. Take what she says about the Internet with a HUGE grain of sea salt!
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