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LeEco is China’s Disruptive Hybrid

Silicon Valley R&D center ramping up
10/20/2016 10:48 AM EDT
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ETisME
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Re: Another bubble - but bigger
ETisME   11/7/2016 12:27:17 AM
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I am not sure which particular part of my comment is political? It is mostly Economics focused in my eyes.

sixscrews
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Re: Another bubble - but bigger
sixscrews   11/6/2016 8:37:09 PM
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If you want to launch a political discussion, go elsewhere.

 

wb

ETisME
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Re: Another bubble - but bigger
ETisME   11/4/2016 10:06:29 PM
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the US recovered only because the USD remained strong, foreign countries using USD as reserve do not want to see the reserve dissappear, this is why US can continue running on huge deficit and debit today. and since RMB has also joined the IMF reserve currency basket, I don't see it happening.

China market has a big bubble, for sure, but they have the market and demand to recover. There's a HUGE population that is quickly becoming one of the biggest middle class.

The PRC will not let their market to be the cause of the big bubble burst, they will rescue their banks just because they can and economic performance is their national pride.

sixscrews
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Another bubble - but bigger
sixscrews   10/24/2016 3:07:17 AM
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A recent NYTimes article cited property prices in Shanghai as 'four times the value of a square foot in Manhattan.'

OK, people, we have seen this before - Japan 25 years ago, the US in 2008, now China.

The US recovered, with much pain and political consequences, but Japan has never recovered.  This is due to the inability of the Japanese bank regulators and banks to write off bad debt and clean up their balance sheets.

Now fast forward to China, where banks are run by an Imperial State and have zero transparency - what happens when loans made to corrupt officials then segmented to 'the People' go sour?  Will the Imperial State eat these and go on?

I don't know, but my bet will be that China's economy will implode in the next year or two - which brings us back to 'Disruptive Hybrids' coming out of China.  Good luck.

The only disruption will be the Chinese finincal system imploding - and taking these high flyers with it.

ss/wb

jnissen
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Dot com bubble part 2!
jnissen   10/21/2016 6:13:35 PM
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Sounds like the dot com bubble part two. Only this one will be based out of China. Sounds great but where is the real value when you sell items at near cost? THey can't sell enough phones or anything to recoup 2 billion for Visio. Sounds like it could be a fun ride for a while but be careful if you hitch your carreer long term to something like this.

realjjj
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Re: Cash flows?
realjjj   10/20/2016 1:33:07 PM
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They are more than a decade old with a very large user base in China for their video streaming services- they stream everything including live sports not just movies.. Buying Vizio for 2B is just the largest and most recent buy but they are also the largest shareholder in Coolpad, have a substantial stake in TCL Multimedia. They do seem to keep raising funds and always expanding so finding cash could be difficult at times but they are rather large with a market cap of some 13 billion.

perl_geek
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Cash flows?
perl_geek   10/20/2016 12:26:20 PM
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The obvious question to ask of an aggressive upstart like this is "How are they paying the rent?"

Is there enough cashflow, (perhaps from the movie-rental business), to pay the engineers and keep the doors open without making the bankers nervous?

realjjj
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...
realjjj   10/20/2016 11:59:26 AM
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Would be very curious if you would get the lesser phone, the one retailing for 150/250$, use it for a few weeks or months and write about it. A few days is not enough to get used to it and be able to form a fair opinion. You would miss the Apple only apps and that will make it harder to be objective.There are even better value phones that this one in China and i think you would be surprised by how much one can get for 150$ nowadays.

 

BTW it's 17 million units in 17 months or about that and it's not China only, at the very least they also have a presence in India and doing ok there too.

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