关于1q2004的讨论汇总 - 话题女王

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d********e
发帖数: 30

来自主题: Investment版 - NTES 1Q2004 CC Summary

The NetEase management conducted a very successful conference call. It is
better than SOHU's and SINA's. The management was more open and relaxed.
Some highlights:
1. The new game, Fantasy Westward Journey is embraced by the gamers.
Currently, peak number of concurrent player is 111K, average number of
concurrent players is 54K. And this game is launched only this Janurary!
Westward Journey II now has peak concurrent players of 253K, average
concurrent players of 135K. The total revenue from onl

d********e
发帖数: 30

来自主题: Investment版 - SOHU's 1Q2004 CC Summary

I am very confident in SOHU after listening to its CC. It is still a company
with strong leadership in both technology and business.
On the business side, shareholder equity increased 12M from the end of 2003.
Of that increase, total cash reserve increased 8M. We are definitely seeing
growth in cash flow. Compared with a year ago, when cash was 47M, there is an
increase of 103M. Minus the 90M debt, there is an increase of 13M. Out of
that, 8M is from this quarter.
I do not understand the analyst

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