http://hk.biz.yahoo.com/070123/239/20hra.html?s=0941.hk

China Mobile is crazy these days, because of news of delaying <?xml:namespace prefix = st1 ns = "urn:schemas-microsoft-com:office:smarttags" />3G license in China, and RMB value. If that is the case, then its price should be supported.

Then mobile story starts again. Yesterday, Texas Instrument, the major mobile chipset company for mobile (Ericsson and Qualcomm are the other 2) announced their result. It was pretty good, 2 cents more than people expected. 

OK, for mobile, there are 2 more cards to show, tomorrow Qualcomm and Thursday, Nokia. Even both have dispute on lawsuit against each other, those factors should have been reflected. Would the ASP still hurting Nokia, and would Qualcomm still asking people to believe them longer? hmm... I am not sure, however, I believe in them, eventually, both will sort out. Even people think no surprise for Nokia, however TI may have given us hint.

Another interesting point to look at for me is Yahoo today, is it really a bubble or really Google is everything? As we all know Yahoo is the biggest portal in the world, I have attended some seminar about their advertising strength and I like their products. Even they are not as easy for users as to Google, I still believe Yahoo somehow is evolving, hope they could give some solid result. 

Eric