Company

Symbol

P/E*

Price

8.30.05

Earnings / share

Sales /

Income

B=billion
M=million

52-wk high /

52-wk low

Market Cap/#

Shares

Debt / Equity Ratio

Insider Trading

Sohu

SOHU

25.40

17.52

.70

99.60 M

27.60M

23.74

14.25

640.4 M

36.31 M

.82

$8 million bought. $1.7 million sold.

Verisign

VRSN

25.60

21.91

.94

1.53 B

245.70 M

36.09

16.61

6.386 B

265.1 M

00.00

$9.5 M sold at $25-$32 range.

Sina

SINA

32.00

28.95

.91

201.40 M

52.2 M

39.94

19.43

1.537 B

53.08 M

.35

$36 million Sold.

Baidu.com

BIDU

N/A

81.00

.05

14.2 M

1.5 M

153.98

60.00

2.571 B

32.32 M

Mucho..

None Filed.

Company

Description

News and Comments

Sina

SINA Corporation is an online media company and value-added information services provider in China and for Chinese communities worldwide. The Company offers a network of localized Websites, including region-focused online portals, mobile value-added services (MVAS), search and directory, interest-based and community-building channels, free and premium e-mail, online games, virtual Internet service provider (ISP), classified listings, fee-based services, e-commerce and enterprise e-solutions.

Ranked #97 on Alexa.com, with an average 11/2 user ranking. Consensus insider selling. The Company generates revenue through advertising, MVAS, e-commerce and enterprise services. As of December 31, 2004, SINA had approximately 127 million registered users worldwide. During the year ended December 31, 2004, the Company acquired Bravado Investments Limited (Bravado), Crillion Corporation (Crillion) and Davidhill Capital Inc. (Davidhill) and its instant-messaging technology platform.

Sohu

Sohu.com Inc. (Sohu) is a provider of online products and services to consumers and businesses in China, through its network of Web properties, consisting of the mass portal and online media destination www.sohu.com; an interactive search engine www.sogou.com; an online alumni club www.chinaren.com; a games information portal www.17173.com; a real estate Website www.focus.cn, and wireless value-added services provider www.goodfeel.com.cn.

Ranked #10 on Alexa with an average 4 out of 5 ranking. Insider buying from CEO. The Company derives revenue primarily through the sale of online advertising, search, wireless, e-commerce and multiplayer online game services. The Company's Web properties offer the Sohu user community broad choices regarding information, entertainment, communication and commerce. Sohu is in its 9^th year of operation. Western educated CEO brings Western style accounting compliance to the company, a big plus. MIT backers. Dr. Charles Zhang, In total, increased his beneficial ownership of SOHU by 282, 969 shares, or $5 M bought, in August 2005 (according to a company press release).

Baidu.com

Located in Beijing, China. Baidu.com, Inc. (Baidu) is a Chinese-language Internet search provider.

With Internet users expected to hit 120 million by the end of this year, China is the world's second-biggest market after the United States, and Yahoo's search operations are the country's second largest after leader Baidu.com. According to Alexa.com, the Traffic ranking is #6. ( #3 = Google. #1 = Yahoo. Alibaba: 33.) The Standard reported that Baidu recorded a modest profit of $US1.4 million in 2004, while revenues this year have surged, to $US8.4 million in the second quarter from $US5.1 million in the first. By comparison, Google’s annual revenues are $4.48 Billion on income of $968.1 Million. Traffic may be strong, but the ability to command high revenues for ads in China is still nascent, as is the Internet penetration rate. When the annual sales are just $32 million and the market cap is already $2.5 billion… We think it’s a bit overpriced, especially given all of the risk today.

Verisign

VeriSign, Inc., operates intelligent infrastructure services that enable businesses and individuals to find, connect, secure and transact across today's complex, global networks. Owns Jamster! Ring tones mfg., which competes with record companies and cellular providers in the hot new revenue generating space of ring tones. Napster sold more than 100,000 ringbones since it began offering them May 9. Richard Conlon, vice president of marketing and business development at Broadcast Music Inc. in New York City, told UPI his company projects the ring tones market will surpass $500 million in retail sales in 2005. He noted sales reached $245 million in 2004, and $68 million in 2003. The #1 ring tone sells significantly more than the #1 single.

"VeriSign is leveraging its expertise in VoIP and connectivity to wireless networks to support the seamless integration of Wi-Fi, VoIP and cellular networks for universities," said Vernon Irvin, executive vice president and general manager, VeriSign Communications Services, "addressing long-standing problems of identity, privacy and cyber security." BOD authorized a $500 million stock repurchase program effective 8.9.05. A portion of the repurchased shares may be used for the Company's employee benefit plans, and the balance will be available for other general corporate purposes. Verisign purchased approximately 4.7 million shares of its common stock in open market purchases ranging from $25.84 per share to $26.45 per share during the period July 26 through August 3, 2005 for approximately $125 million. Jamster! is a premier provider of mobile content and delivers a robust catalog of downloadable content including ring tones, popular music, graphics and games. $1.99 per ring tone or $6.00 per month… According to Verisign, the domain name industry continued to experience strong growth in the second quarter of 2005 as proven by the number of new domain names registered at just over 8.1 million. This figure represents a 16 percent increase since the first quarter of 2005 and a 63 percent increase since the same period last year. he total number of .com and .net domain names grew to 44.2 million by the end of the second quarter of 2005. This represents a seven percent increase since the first quarter of 2005 and a 30 percent increase since the same period last year. Additionally, 4.2 million new .com and .net domain names were registered, representing a one percent increase since the first quarter of 2005 and a 39 percent increase since the same period last year. 2Q profit rose 88 percent in the second quarter on surging sales. Net income jumped to $41.3 million, or 15 cents per share, from $22 million, or 9 cents per share, in the year-ago period. Excluding taxes and other charges, Verisign posted pretax income of $105 million, or 27 cents per share, up from $55 million, or 15 cents per share, last year. Sales surged 74 percent to $444.8 million from $256 million in the second quarter last year. (8.9.05, 2Q ending 6.30.05)