Baidu and eBay

I try to avoid the “is Baidu a good stock?” posts.  There is far too much competition on that score.  However Information Arbitrage (article 6 months old) does talk about something other than Baidu being a local monopoly – it talks about what Baidu is doing.  Baidu has been very good at getting in with Googles arch rivals eBay and Microsoft – and the eBay link is fairly thoroughly explored here. 

One interesting question is whether eBay or Microsoft would ever tout Baidu ads to the outside world – an area where Baidu is currently very weak.  This wouldn’t necesarily be that profitable, but it would spite Google. And eBay in particular are pretty sore with Google.


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