21 Quotes by Duncan Clark

Users aren't interested in text messaging services anymore, which was cheap for these companies to develop.

Right now, they give about 85 percent of value-added content revenues to the portals. They could try to change that deal.

The move was priced into Chinese Internet stocks and there has been some appreciation in anticipation of a revaluation. If anything, the stocks may go down slightly right after the news because the revaluation was small.

The missionaries are losing out to the merchants. While the bigger media groups are not allowed to run independent print media or television channels, the Internet companies are already here. You can participate in China, but there are strings attached.

You see a spectrum in China between more sophisticated, coastal cities, where people are more responsive to more emotional stuff, and the inland areas - the sort of second-, third- and fourth-tier cities and towns - which are more price-driven.

It's been a great education. These effects aren't going to go away.

Taking names down will not only increase AEPU/Operating Expenses, but could also potentially eliminate a large number of customers -- who like the convenience of anonymous SIM cards for whatever reason.

They want to have leverage over the activities of foreign companies.

They have raw talent and the ability to throw people at a problem. It's hard to match.