With this monthly report we hope to: 1) highlight the best content and opinions from non-mainstream independent bloggers. 2) provide overviews and commentaries on the views of innovators, and 3) give thoughts on both hot and new topics in Chinese web industry.

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星观察 STARWATCH
November 2010
With this monthly report we hope to: 1) highlight the best content and opinions from non-
mainstream independent bloggers. 2) provide overviews and commentaries on the views of
innovators, and 3) give thoughts on both hot and new topics in Chinese web industry.
Focus
Online Retailers ready to take off
On October 26, the first Chinese online retailer, Mecox Lane, was listed in the U.S. Its share gained
as much as 68% in its Nasdaq debut, as investors grabbed a piece of the online clothing and
accessories shop.
Online retailing is red-hot in China. Total transaction volume of Chinese online retailers more than
doubled to RMB 252.77 billion (US$38 billion) last year, according to Beijing-based market
research firm Analysys International. The trend continued in the first half of this year, when total
transactions surged 103% to RMB 213.31 billion from the same period in 2009.
Nevertheless, the country's online retail market is still at an early stage and has lots of potential.
Where about 4% of consumer goods in the United States were sold online as of the end of last year,
only 1.98% were sold via the Internet in China, a figure that could more than double to 5% by 2014,
estimates Shanghai-based iResearch. The overall business-to-consumer (B2C) market will be worth
RMB 1.27 trillion in 2013, or up over 380% from the 2009 level, the research says.
After Mecox Lane, Dangdang, the largest online bookshop in China, will be the next to go –
probably list in Nasdaq this month. IPO of Vancl, another leading online clothing and accessories
shop, and 360Buy, the largest online electronic store, are also in the pipeline. They are expected to
be listed next year in the U.S.
Founded in 1999 by ex-investment banker Peggy Yu and her husband, Li Guoqing, Dangdang vies
to be the leading online bookstore in China with Joyo, Amazon's subsidiary in the country. After

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selling book for over 10 years, Dangdang has about 10% of China’s overall book market (excluding
academic books). But growth in its core business is slowing down. Last year, its revenue from selling
book grew only 60%, while other online retailers grew over 100%, on average. To boost sales,
Dangdang introduced a new business line in 2008, which sells a wide range of products from
electronics to linens, slippers, home decor and milk powder. The new line grew about 230% last year,
although it is still only a small portion of Dangdang's overall business.
Vancl was founded by Chen Nian in 2007. It started from selling men’s shirts under its own brand,
and then expanded to women’s and children’s clothing, shoes and other accessories. Recently, apart
from products of its own brand, it also sells other manufacturers’ merchandise. Chen Nian was also a
founding member of Joyo. He has a deep understanding of how e-commerce works in China. Selling
clothes can be more profitable than selling books as the margin is much higher. On average, books
has only 5-10% gross margin, while gross margin for clothes can be 20-50%. Vancl, however, has
not yet broke even as it is still expanding its scale and infrastructure. Its market share in overall
B2C sector is 5.3%, while Dangdang has 8.9%, iResearch estimates.
Beijing based 360Buy was founded by Liu Qiangdong in 2004. It focuses on selling consumer
electronics and computer products. It is the largest online retailer in China by revenue. It is also one
of the fastest growing. Its market share expanded to 35.6% in the third quarter from 26.6% in the
first quarter, according to iResearch. The company has not yet broke even, yet it is expanding its
sales and infrastructure fanatically. Its aggressive growth is fueled by money from venture capitalists.
360buy got a US$$1.5 billion investment in January this year from Tiger Global management and
other investors.
When the first online retailers started in China a decade ago, the situation was very different. Ten
years ago, as logistic services was poor and there was almost no online payment solution, most
people did not shop online. Online retailers like Dangdang and Joyo struggled to survive. In fact,
some of the early players, such as 8848.com, have closed their business.
A major breakthrough came in 2003, when Alibaba started its online auction site Taobao. To facilitate
trade, Taobao launched an online payment solution, called Alipay. The sheer volume of Taobao
sellers, who are mainly small and medium companies, also stimulated the growth of China’s logistic
services. Currently, a package can be shipped from Shanghai to Beijing in 2 days for RMB 10.
Taobao has made people change their altitude toward e-commerce – they feel comfortable to shop
online. In fact, many female office workers in China go “window shopping” in Taobao during their
lunch break. By 2005, both logistic and online payment solutions are ready in China and a whole
new generation of online retailers emerged, including Vancl, 360Buy, New Egg, RedBaby, etc. (US
based New Egg is another electronic store. Redbaby specialized in baby products.)
Today, there are over thousands of online stores in China. In an e-commerce conference organized by
Paidai.com in Beijing in September, there were over 800 participants. Apart from electronics, cloths,
books, there are shops for golf clubs, red wines, diamond rings, women’s underwear and anything
you can image. Most of the online shop are growing fast, but not yet breaking even. Xing Kongyu,
president of Paidai.com was not amazed by the phenomenon. “As capital is cheap, why not use it to
increase market size and build infrastructure,” he said.
It is almost certain there will a consolidation in the sector in a few years, as investors no longer
provide the cheap funding and weaker players fails.

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Mobile Internet still great for entrepreneurs with new ideas
Although China is the world’s largest mobile phone market with over 800 million users and it is
estimated over 300 million people use their phones to access the internet, China’s mobile internet
services remain primitive. Simple applications such as playing mobile games, reading fictions and music
download are the most popular. This, however, will change in a few years as smartphones, in particular
Android phones, get more popular and the middle class embrace mobile internet services.
Today heavy users of mobile internet services in China are mainly people who cannot access to PC
regularly, for example, students, factory workers and soldiers. Many of them are living in dormitory
with a large group of people and have very limited personal spaces. Most of the times, mobile phone is
the only devices they can use to entertain themselves or kill time. They like simple applications such as
playing mobile games, reading fictions and music download.
In fact, one of the most successful mobile internet company in China today is Sky-mobi, which runs an
app store like platform over low-end phones. It has over 61,000 applications in its platform. Games are
most popular, followed by music download and fictions. The Hangzhou based company claimed to have
over 479 million users. This could a bit too high. But most industry experts believe it has at least 100
million users. For the twelve months end March 2010, its revenue reached US$81 million.
Sky-mobi just filed for listing in the U.S. on November 19. It planned to raise up to US$150 million.
Citi, Piper Jaffray, Oppenheimer & Co and Rodman & Renshaw were underwriting the IPO.
In a survey conducted by China Mobile in April, the top five most popular WAP sites by traffic are:
Tencent, UCWeb, Monternet, Uodoo, 3g.cn.
- Tencent offers a wide range of services, including its instant messaging (Mobile QQ), blogging
(QQ space), news, games etc. It has about 25% of total WAP traffic.
- UCWeb is a mobile internet browser. It has about 6% of total WAP traffic.
- Monternet is China Mobile’s own WAP site, which is like a portal and offer news, music and
game download, etc. It has about 4% of total WAP traffic.
- Uodoo is UCWeb’s video services. It has about 4% of total WAP traffic.
- 3g.cn is a portal, offering news, music and game download, etc. It has about 2.5% total WAP
traffic.

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The ranking remained rather stable in the previous 6 months, i.e. from November 2009 to April
2010. It shows although iPhone has already revolutionized how mobile phone is used in the West,
the Chinese mobile internet sector is still rather primitive and changes has not yet come.
Nevertheless, this is going to change in a few years. iPhone most probably cannot be the catalyst in
China, as it is too expensive for mainstream Chinese. (An iPhone handset costs about RMB5000
and an average office worker earns about RMB3000-5000 per month.) Also, many developers think
iPhone is a closed system. iPhone will remain a niche market for high end users in China. It is
estimated that there are about 1-2 million iPhone in China supplied by the official channel, China
Unicom, and another 3-4 million imported from regions, such as Hong Kong, U.S., etc.
The catalyst is probably Android phone. Many phone manufacturers have already embraced
Android as the defacto standard for smartphones, as it is free and open standard. It also allows
phone makers to have more control over the applications pre-loading and distribution. Moreover,
MediaTek, the Taiwan based chipmaker which supplies the chipset for most of the low end phone,
has started shipping Android supported chip since the third quarter. This will make Android phone
affordable for the mass market. (MediaTek shipped a total of 360 million chipset for mobile phone
in 2009, and half of that, 180 million, stayed in China. This is about a quarter of all mobile phone in
China.)
Next year, the market will be flooded with Android phone. In Shenzhen, there are already Android
phone selling around RMB1000, and iPad like tablet PC selling around RMB2000. With attractive
and affordable devices, Chinese middle class will start to appreciate mobile internet services. New
type of mobile services, e.g. foursquare like location based services, will flourish. And new business
model will emerge.
In short, in the next few years, three trends will reshape the industry landscape of mobile internet in
China: 1) the increase of middle class users, 2) the rise of iPhone or Android like smartphones, 3)
the convergence of internet and mobile services
This will be a great opportunity for entrepreneurs eyeing on the sector. Many have already started
their business. For example, Fuzhou based NetDragon, an online game company, has developed
two highly popular mobile apps, Panada Reader (an e-book reader) and 91 Assistant (an PC to
mobile software which help to manage your phone and can access to a portal with 20,000 jail
broken iPhone Apps). Started from iPhone, they spread to Android and other smartphones. In July,
Panada Reader had over 400,000 daily users and 91 Assistant 200,000. Hong Kong listed
NetDragon is fund raising for its mobile division and plan to spinout the 200-people team soon.
Nevertheless, it is not too late for entrepreneurs with new ideas to start their mobile internet
services. Most experts believe the transition can be a slow process, ranging from 2 –5 years.

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Startups Profile
Sky-mobi (杭州斯凯)
Description: Runs the largest app store platform over low-end phone in China
Found in 2005, currently 400 staff
CEO: Song Tao宋涛
Headquarter: Hangzhou
Revenue / Profit:
For the twelve months end March 2010, revenue was US$81 million
User: 100 million +
Investment history:
• Sequoia Capital invested US$5 million in 2006
• Just filed for listing in Nasdaq on November 19. Plan to raise US$150 million. Citi, Piper
Jaffray, Oppenheimer & Co and Rodman & Renshaw were underwriting the IPO.
Business Details:
Sky-mobi builds its app store platform on top of the low-end phones in China. It has over 61,000
third party apps running on 5600 different models of mobile phones. The most popular are mobile
games, followed by music download and fictions. It claimed to have over 479 million users and
3.6 billion apps downloads so far. This could be a bit too high, but most industry experts estimated
Sky-mobi has at less 100 million users.
The Hangzhou based company develops its market by partnering with mobile phone designer
houses. These are small companies dotted around Guangdong province in the south of China,
where most low-end phones are made. Sky-mobi’s killer app is Mobile QQ, an instant messaging
service offered by Tencent, the largest internet company in China. This is also one of most popular
mobile application in China and most users demand Mobile QQ on their phones.
As the mobile phone designer houses are small, it is difficult for them to negotiate with Tencent
individually to install Mobile QQ onto their mobile phones. Meanwhile, Ski-mobi has reached an
agreement with Tencent, making Mobile QQ available on its platform. Ski-mobi tells the mobile
phone designer houses if they install its platform onto their phones, their users can use Mobile QQ.
Hence, many mobile phone designer houses partner with Sky-mobi. It is estimated that through
this kind of partnership, Sky-mobi’s platform are pre-loaded on top of over 10 million phones per
month.
Sky-mobi’s business start to take off in 2008 and by 2009, its revenue reached over RMB 700
million. After deducting the fee to mobile phone makers (for preloading its platform), mobile
operators (such as China Mobile, for collecting payment from users), content providers, and etc., it
had RMB 100 million in net profit.
趋势前沿

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d.cn
Description: a leading mobile game portal + community in China
Found in 2004, currently 120 staff
CEO: Xiao Yongquan, Harry肖永泉
Headquarter: Beijing
Revenue / Profit: 2009 revenue was RMB 40-50 million. Already profitable.
User: 35 million registered users.
Investment history:
• Qiming Venture Partners invested an undisclosed amount in early 2010 (estimated US$1-3 m)
• Qiming Venture Partners invested another US$12 million in October 2010
Business Details:
d.cn is one of the top mobile game portals in China. It is also an active community of game players -
they exchange ideas and insights about playing games with each other over d.cn’s platform.
Currently, the WAP site gets about 1.5 million visitors a day and about 9 million a month. Total
registered users reached 35 millions. On average each user visits the site 4-5 times a month to
download games.
The Beijing based company was founded by CEO, Harry Xiao, with 3-4 of his friends, shortly after
he graduated from university. Its major revenue comes from promoting other’s games. It charges
game companies about RMB4-5 for each new user registration.
According to T4Game, a leading mobile game company in Beijing, d.cn is one of their best channels
for new users. No only it supplies a large amount of new users, the quality is also very good – many
of them stay with the game and they also pay for game items. T4Game has developed a top 10
mobile game in China, called Zhu Shen. It is a 3D MMORPG. The game is free but users pay for
game items if they want better weapons or costumes. Currently, Zhu Shen makes about RMB2-3
million a month in revenue.
d.cn also develops its games, but that is a small part of its business. Harry Xiao said the purpose is
mainly to try out new style of games and set example for other game developers.
Its games are mainly Java base or run on Nokia Symbian platform. It is expanding to Android games,
but it remains conservative toward iPhone games, as Harry Xiao thinks iPhone will remain a niche market in
China.

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mInfo
Description: a leading mobile search company in China
Found in 2005, current staff: less than 100
CEO: Alvin Wang Graylin
Headquarter: Shanghai
Revenue / Profit: 2009 revenue was RMB 22 million. Expected revenue to increase 2.5 times in
2010. Already profitable.
User: 1 million visitors per day and 10 million per month.
Investment history:
A total of US$ 6 million from different investors so far.
No immediate plan for fund raising. But can consider if there are suitable investors.
Business Details:
There are many players providing mobile search in China. All existing search engine have their
mobile search, including Baidu, Google, Sogou (from Sohu), Soso (from Tencent), etc., although
this is not a major focus for them yet. Apart from them, there are also independent startups
specialize on providing mobile search.
mInfo is a leading independent mobile search provider. The company provides Chinese mobile
search via both SMS and WAP. It also provides an English mobile search services, called Guanxi.
CEO Alvin Wang is a returnee from U.S. He was born in China but educated and worked in the
U.S. before returning to China. He studied electrical engineering in the University of Washington.
Then he earned an MS in Computer Science from MIT. He also holds an MBA from MIT's Sloan
School of Management. Before he founded mInfo, Alvin Wang founded two other venture-backed
technology start-ups in the US. He also worked in major technology companies, such as IBM, Intel
and Trend Micro.
Currently, mInfo has three revenue sources. It sells keywords on monthly or yearly based via third
parties agents. It also runs custom-made ad campaign for major brands, such as Nokia, Coca Cola,
Loreal, etc. Moreover, it runs the SMS search services together with mobile operators, such as
China Mobile, and shares revenue with the operator. Last year, its revenue reached RMB 22
million. And it expected its revenue to increase significantly this year - up 2.5 times.

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La Miu
Description: an online retailer specialized on women’s underwear
Found in 2008, current staff: about 120
CEO: Dong Lu董路
Headquarter: Beijing
Revenue / Profit: 2010 revenue expected to be RMB100 million, 3 times of 2009. Already
breakeven. 2011 revenue expected to increase another 3 times from 2010 level.
Investment history:
• A total of several million US dollar from Dong Lu and some angel investors so far.
• Looking for a new round of funding – US$10-15 million
Business Details:
Dong Lu, formerly a venture capitalist working for GGV Capital, wants to build “Victoria Secret” in
China. He thinks the women’s underwear market in China (currently RMB 100 billion a year) is
underdeveloped. Their styles are boring yet prices are not cheap. Many bras are selling at RMB
300-400 a piece in the department store.
He setup La Miu, an online store specialized in lingerie, in 2008. “Lingerie should be sexy yet
sunshine. Giving women confident in themselves,” said Dong Lu. He bought the brand “La Miu”
from a designer in Japan. He chose Japanese products because their quality is good and them fit
better on oriental women. The actual production is done by the many OEM factories in China, which
has been making underwear for top brands in the world. Besides lingerie, La Miu also sells causal
wears. Products are about RMB100-200 a piece. As it owns its own brand, La Miu’s gross profit
margin can be as high as 50%. (Online retailers for books has gross margin of only 5-10%. And
online retailers for electronics has even lower gross margin, 3-5%.)
Currently, there are only 2 designers in Japan, the rest of the company are in China. La Miu has a
central warehouse in Beijing, where it ships its product to everywhere in the country. It has 3 retail
shops (2 in Beijing and 1 in Qingdao), but they are for showcasing only. The majority of its sales
occur online. It spends aggressively on advertising over the internet. You can see La Miu’s ad in
every major website in China. Apart from the major portals (Sina, Sohu, QQ) and search engine
(Baidu, Google) Dong Lu also find some women’s community sites very useful in promoting La
Miu.
The extensive advertising campaign drives La Miu’s sales and brand recognition. La Miu’s sales
this year is expected to increase 3 times from last year to RMB100 million. And Dong Lu hope it
will increase another 3 times next year.
Spending on advertisement, however, reduced profitability. The company is just breaking even.
Dong Lu said it could make a profit if it cut its marketing budget, but then, the growth would slow
down. Something he does not consider at the moment, as he need momentum. He hopes his
company can get list in either Hong Kong or Nasdaq in 2 years.

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New ventures in spotlight：
Cailibao is a site that allows people to send
presents to friends through a third party – the
sender has no idea what is in the package, and
only when the receiver opens it will the
contents be revealed. It moves the offline
process of gift-giving to an online service and
allows the gift giver to retain anonymity. The
service takes care of the planning, purchase,
design, packaging, and delivery stages of the
process. It's an example of the combination of
planning and online service in one package.
Link：http://www.cailibao.com/
42qu is an online paid consulting platform.
People with special talents or knowledge can
provide their services or time on the site to
solve other’s problems, thus connecting people
in need of advice in a convenient manner to
experts. The site has already invited a number
of domestic experts and talented persons to
provide their services on the site. The payment
structure is two-tiered, with one rate for online
consulting and one for scheduling an offline,
face-to-face meeting, with most services
offered ranging from 50 to 500 Yuan. Payment
is also conducted online.
Link：http://42qu.com/
Dingzai is a mobile phone-based social photo
sharing service. You can have your camera
emulate a variety of cameras and effects such
as LC-A, Polaroid, Colorsplash,
Actionsampler, POP9 and Black and White.
There are currently clients for both android-
based mobiles and the iPhone.
Link:http://www.dingzai.com/.
Kanbox is a document management and
backup services that allows you to sync files
between multiple PC, mobile and web clients.
The service frees user of geographical, time,
and facilities-based constraints. As long as you
have an internet connection you can access
your stuff at anytime, anywhere, from a variety
of clients. Similar services online now include
dropbox, sugarsync, box.net, databank, Sina’s
Microdrive, Xunlei’s Walkbox, and Kingsoft’s
Kuaipan.
Link: http://www.kanbox.com/.
Qilek provides social navigation services to
end-users, allowing them to set up a “desktop”
with a series of links to other websites, as well
ask check, share, and utilise the desktops that
others have set up. It allows users to essentially
share preferences and lists of links, categorised
according to whatever schema they see fit.
Link: http://www.qilek.com/
星企推荐

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Ushi is an invitation-based private professional social networking platform, that allows individuals
working in China to connect to each other. The target userbase is developers, enterprise
professionals and entrepreneurs, and the objective is to create a stable, safe, trustworthy and
personalised service platform that encourages communication and interaction between its users. It is
developed by the Meta4 Group.
Link: http://www.ushi.cn
Ihaveu.com is a social network newly launched online this month, created by Vice President of
Microsoft China Chen Xiao and founder of Taobao Sun Tong. The site is currently entirely flash-
based, with functionality divided into 5 categories. (1) Zine: in a magazine-like format, trendy and
relevant topics are introduced. (2) Interpersonal Space: Standard SNS fare, create a page and view
the pages of your friends. (3) Homepages: Equipped with microblogs, pictures, and links, and can be
browsed like an album. (4) Applications: Currently there is a “tagging” app through which users can
upload photos, “like” the things tagged, and tag based on colour. (5) Shopping: the site provides
recommendations on brands and products which can be purchased directly. The site also provides a
desktop Adobe AIR-based client.
Link: http://www.ihaveu.com
Kado is a site that allows users to create personalised namecards online. In the internet age, the
number of contact methods has grown explosively, with not only fixed-line telephones, mobiles, and
concrete addresses but now email, QQ, MSN and other instant messaging services, SNS,
microblogg addresses and a number of other kinds of accounts which have to be kept track of. Kado
allows you to integrate all this information into an online, editable namecard-like profile that is both
easily accessible as well as updateable.
Link: http://kado.im

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Rencent Activities
QQ vs 360 Guard
Sparks flew in mid-November in the Chinese internet arena, when QQ crashed with 360Guard. QQ,
developed by Tencent, is the country’s leading instant messaging service. 360Guard, developed by
360 Corporate, is China’s most popular anti-virus software. These are the two most popular client
software in China. The conflict is inevitable as the two companies continue to expand their
territories.
Official data released by Tencent shows there are 612.5 million
active QQ accounts. With such a massive userbase, it’s only
natural for the company to want to expand into other areas, besides
its core business - instant messaging services. Tencent has
footholds in online gaming, news portals, e-mail and other e-
services, music, broadcasting and etc. Its presence covers every
geographic location in China and it is universally well-known in
the country.
The 360 Corporation released its “360 Network Security Suite” in
July of 2006 and saw it become the number one security software in China within less than a year.
According to official statistics, there are more than 300 million users, representing 75% of the
Chinese internet population, and making it the second most popular client software in the country.
Similar to Tencent, the company leveraged its massive userbase to launch other products such as
free antivirus and browser packages, etc. All of them became very
successful.
As both Tencent and 360 Corporate diversified their offerings,
inevitably, one will step on the other’s toes. And, the fact that
China does not exactly have any real kind of market regulation in
the internet sector made the situation even worse.
What finally sparked the direct conflict was the release of
“KouKou Bodyguard” by 360 Corp. Its function was relatively
simple: it allowed users to hide features of the QQ instant messaging software that they do not want
to use, and block QQ’s ads.
Of course, Tencent found the existence of such a “plugin” incredibly alarming, as it would destroy
one of their major revenue streams. At 6 PM on November 3rd, Tencent publicly stated that they
would cease to provide QQ service to any computers that have installed any software made by 360
Corp – their most extreme move in the conflict to date.
Discussion exploded like a firestone tire on the internet, with furious reactions from end users.
Experts saw the move as essentially a play calculated to force users to choose one company’s
product over the other. 360 Corp’s CEO, Zhou Hongyi, claimed the move forced 60 million users to
uninstall their software.
In the midst of a media frenzy that lasted a number of days, 360 Corp accused Tencent of abusing its
dominance in the market to crush anyone it saw as competition, while Tencent accused 360 Corp of
completely lack of morality - going after its core product with a program that crippled its core
revenue stream.

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Although the government made some efforts at mediation and the two products are starting to work
together again, the incident and the massive amount of conflicts it generated have revealed a serious
amount of problems in the Chinese internet industry.
1) Tencent abuses its dominance to a massive extent in the market, making concerted and
coordinated efforts against anyone who could threaten any one of its products. The company is
widely criticized for frequently and blatantly plagiarizing others’ products, and there is almost no
chance that a smaller company can compete or even develop new products in a sector that Tencent
controls.
2) A lack of guidelines or regulation means that end-user rights are frequently severely impinged
upon, with personal privacy being trampled especially hard.
3) Competition in the client-based sector will only increase in the future, with major players in
China setting their sights on the field and fighting over e-mail, instant messaging, and SNS
products. Rumor said that Baidu is going to release a browser under its own brand, and that the
software download giant Thunder (Xunlei) is taking the “155 Browser” into its own brand. Sohu is
preparing to spin off Sogou. It will make a browser, IME, and other client services. Netease has
launched its own email client that it hopes will be able to compete with Outlook and FoxMail.
Microsoft’s MSN And Sina Announce Plan For Full Strategic Cooperation,
Covering Areas Such As Microblogging, Blogging, IM
This month MSN announced that it will cooperate with Sina on
microblog, blog, and IM technologies, as well as build a new
user portal as part of the strategy cooperation. Sina’s UC has
hardly made a dent in the Chinese instant messaging market,
but the microblog service has proved to be extremely popular.
Its microblog is number one in China. Insiders have revealed
that one of the main goals of the partnership is to integrate the
microblog service into MSN. In this way, users of the service
will be more likely to select MSN as the instant messaging
product of choice, and both parties will grow through the
cooperation. The partnership, however, will not extend to financial resources.
User surveys show that after QQ, MSN is the most popular messaging services in China, and that in
3Q this year, the download rate of the software grew by 3,000 percent. It currently holds 12.55 per
cent of the market in China and could provide a massive influx of users to the already popular Sina
microblog service.
The partnership can be seen as an important step for Sina in executing its 3-step-strategy: “Media,
SNS and Open Platforms”. Sina microblog is the most successful platform of its kind, and through a
number of highly successful user activities it has conducted recently, such as voting and groups, it’s
clear the company plans to move in to the SNS game soon.

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NTALKS群音荟. Guangzhou and Shenzhen
NTalks is an offline event organized by MOBINODE on a regular
basis to tighten the connection among local start-ups, as well as a
platform and community for grassroots and startups to
demonstrate their works, share their experience and communicate
with the potential partners and investors.
We organized two events in Guangzhou and Shenzhen in October
and engaged well with the local mobile developer communities.
This month's StarWatch is written and edited by Sherman So (one of the authors of the terrific book
Red Wired – China’s Internet Resolution). WEB20SHARE’s Watson Xu, MOBINODE's Cindy Jiang
and Gang Lu.This is a monthly bilingual report. We look forward to hearing your feedback through
mobinodetv ATgmail.com
Special Thanks to OrangLabs Beijing, BlueRun China and TrilogyVC
Please keep a lookout for our blog：
www.mobinode.tv
www.mobinode.com
www.web20share.com