you think baidu's growth still? >> do i like it as a company? down here i'd start to get interested. we talk about tesla getting in under 200. i literally thought it was in a no touch zone. but i wanted to wait. >> are activist investors targeting women? that's the subject of a "new york times" piece written by andrew ross sorkin. he takes a look at if and why female ceos may be targeted for change more than men. the targeting aside, how have these women-run companies performed against their peers? let's bring in the co-founder paul hickey who has been breaking down the numbers. what are they, paul? >> the article seems to imply that these activists think that women ceos are somehow less skilled than male ceos. but if you look at the performance numbers of the stocks, there's 24 companies in the s&p 500 with female ceos. over the last year, they're up 19.5%. their male-run counterparts are up about just under 15%. so there's outperformance there. only two of the stocks run by female ceos in the s&p 500 are down over the last year. so that's a sm

baidu posted net income at $517 million.spending to attract users to their mobile application. >> we have had earnings this morning from kacy thompson. from tomtom. welcome to "countdown." thank you very much for joining us. let's talk about the sports watch. i know that is one of the products that you hoping that you can count on into the future, harold. how significant can the sports watch become for tomtom? it is going to be a competitive field, isn't snippet >> yes. they have been doing well. we doubled revenue last year and plan to double it again this year or at least double it this year. it is interesting for us. it is a welcome source of diversification. it fits well with the brand. we're on the right track then. >> you're starting in greece among other countries. are you concerned about the political situation in greece and the conversations that are taking place between greece and the rest of europe and what this might do to european demand? does that worry you as a c.e.o.? >> well, not because of the market. insta

this is what baidu has brought out. these maps generate locations requests.here how things are moving. the orange and yellow lines are where people are moving at this hour. every 4-8 hours. it makes it down pretty well. .ou have major routes we see shanghai being one of the bigger destinations people are departing from. we also see shen jan and aging. take -- and beijing. beijing is one of the biggest ones right now. it also tracks flights and the roads. let's take a look at things. people moving out of the big cities. we will break it down even further. let's take a look at shanghai. we can see where everything is moving. orange lines are people leaving. yellow line, people coming. by do a good tool for this. according to tech in asia, they say that baidu mass alone get about 3.5 million location requests per day. it can track the most popular destinations, the travel route. people can use this to avoid traffic. let's take a closer look at what destinations are proving a popular choice for this year's holiday. joining us, david fraser, the managing director

then there are software service companies like alibaba, baidu. but there is no apple in china.baba wants to become the apple of china. they want hardware as well as software. they want to have a platform, as you said to sell all the software and services, using the hardware platform. as you have seen, the money resides in being completely consistent -- where apple is not where google is. cory: of course, there is an apple in china, at least in the fourth quarter. it is out with an apple phone, with software from the apple app store. is that the ultimate goal, that alibaba will have all that and more because they will have the commerce that happens as well? neil: yes. it is an interesting business model. it is a competitor for amazon as well as apple. it has a horizontal play with e-commerce. it has a huge user base to sell it software and services content . in other partner hardware and extra stuff. at the same time, it wants to be a player like apple, because that is where most of the profits are. cory: right. does it matter which company may invest in? maizu was 13th in chine

baidu says sales grew 47% and mobile sales were 42% of that.ut earnings fell short of estimates as spending rose thus a big selloff in after hours. we return now to the goldman sachs tech and internet conference here in san francisco, down the street for me. brad stone has been talking to a bunch of interesting people last two days, including kevin given -- kevin given who is aiming to disrupt the 200-year-old shipping industry. it is called shyp. >> for folks who may not be familiar with you, you are just in new york, san francisco and miami, how is it different drum the brown shirted ups guy coming to your door to pick up your package? >> we designed this to eliminate all the hassle of shipping. currently, you have to go to ups or the post office there's a lot of hassle and friction in that process -- packaging getting it into the hands of the carrier, waiting in line -- we eliminate everything. we are an on-demand service. take a picture of what you want to ship -- say you sold your iphone on ebay. we will come pick it up take it to our ware

. >> a drop in baidu. >> disappointing numbers for these guys. i think it's an opportunity to buy.firm is long the stock. if you look at the growth, you're getting 45, 46% growth. you're getting selling out marge beginnings. you have the china discounts factor which is hurting these guys. >> drop for kol log down 5% karen. >> yeah. as it turns out special k not so special anymore unfortunately for them. they revised their growth forecast down 1 to 3% from 2 to 4. that's actually a big move. i wouldn't buy it right here. >> all right. next up, tonight is the first night of a new segment. we're calling stock therapy. two stocks you should keep your eye on. this week it's hedge funds courting acorda therapeutics. meg has the story. >> we thought earlier this week it took a hit on acorda shares. this is part of a strategy that's outlined as being broader than one company. he might target 15 drug companies looking explicitly at their patents. this is the life blood of these companies. it really affects their share price if people think that they're under attack. so what he's using is a

a lot of other chinese names, baidu this week had a horrible week. ma has always said, shareholders don't come first, right? >> that's right. >> that's the line. >> shareholders don't come first. look where they priced the deal. we can't anchor ourselves on the highs it reached out of the gate. not really alibaba's fundamental doing and they didn't have to work in the next several months to justify. that price paid on day one. >> i'm thinking as well, too, many of the issues raised since the ipo, i mean when talking about the quality of products sold extent to which the chinese government is involved, i -- they're under so much cuteny on so many -- scrutiny on so many fronts perhaps we're nitpicking on this one. >> i remember the day the ipo jon fortt said here that jack ma needs more jack mas in china because so much scrutiny and attention to him. i would agree you would probably agree? >> there is a lot of scrutiny, but look, he has done an incredible job building the company to where it is today and ultimately, you know, the share d the stock mark

the internet boom in china, one of the winners has been baidu, reporting fourth-quarter results thursdaynd analysts expect profit rose 30% on rising mobile ads. the end of the week sees the start of the 2015 cricket world cup. australia will be the stage of the tournament, with india defending the trophy. australia plays england, new zealand takes on sri lanka. the final is in melbourne on march 29. it's a busy week ahead here. he is global investment strategist. inis usually based singapore, but joins us in our hong kong studio today. it's good to see you. as we take a look at how oil prices climbed back on friday, crude surging 2.4%, lifting saudi equities and lifting , is it timece again to breathe a sigh of relief, or is still more volatility ahead? >> if you look at the long-term in the mid-70's, that is where it has been hovering. i would not be surprised if things were at this level for a period of time, which is encouraging. the u.s. payroll numbers were encouraging. the key questions have to do with what happens to the dollar and what happens to currency volatility. >> a lot of

. >> seth mcfar baidu said there's nothin this man can't do brilliant nigh. >> benedict cumberbatch.hen you ask john travolta to pronounce the sound ben affleck. >> please welcome the wickedly talented one and only adele da zing. >> and then brought the two together on stage. >> please welcome to the stage my very dear friend glom gazingo. >> i deserve that. >> but even harris had a fumbles of his own. chiwetel for. david oyelowo. >> he also received some criticism for a poorly timed joke after a powerful acceptance speech. >> we should talk about suicide out loud. >> harris came back on stage with this. >> it takes a lot of balls to wear a dress like that. >> after a marathon three hour and 38-minute long show -- >> inside, prediction. >> harris owned up to both the highs and the lows of the night with one final bit. >> i will intentionally miss spell chiwetel ejiofor's last name. >> he hosted them four times and emmys twice, it's certain he'll host another time. >> that's a tough job. >> it's got to be the hardest job in shows by. if you inject yourself too much you get criticized