1 7 years Qian of 2001, is Internet of turn of years, entire is satisfied that city comprehensive crash, this a years, zhiqian of leader Sina and Sohu has outdated, only NetEase completed gorgeous turned, in this a years, Grand, and Alibaba, and Baidu, and Tencent, year does not literariness of company is because in 2001 of looks of a small step achievements they in past number year of glorious and dream.
2 2008, and 2001, has many of similar, also is encounter financial storm, also is in large event Hou of collective collapsed (2001 is WTO WTO, 2008 is Olympic held), course, more interesting of topic is, in past of a seven years within became leading who of NetEase, and Tencent, and Grand, and Alibaba, and Baidu who will in 2008 completed own of turned, continues to became Xia a waves of leading who does?
3 from early 1995 to the end of 2008, Internet two to seven years, both seven years there have been two main lines, that is, we often say that business model: one is to provide Internet users with a functional model of application and fees, another is to provide Internet users with similar service by experience of pleasure (Oh, the Word can also be digital entertainment) and charging mode. Two mode, and no other mode.
4 course, from more jiaozhen of logic Shang said, this two actually is a back things, is by to Internet users provides service to let they charges, here is separate, is because people are is min rational and perceptual of, former how many is rational consumption, which is perceptual consumption, industry law full different, corresponds of derived of commercial routine also full different, also is separate to discussion good.
5 first to discussion off experience type mode Xia has which Internet company: this mode Xia has Grand, and nine city, and giant, and Jinshan, and perfect spatio-temporal, pure online games company, also has air, and A8, and Hua You such of SP and digital music class company, also some company because business more Yuan, bad Division to this series in, such as Tencent, and NetEase, also has recently by online games business let own report substantially upgrade of Sohu.
6 then, said by to Internet users provides function sexual application and charges of mode Xia has which Internet company, SINA is most typical of, he to Internet users provides news service, Baidu is another typical, he provides search service, Alibaba has been wanted to to e-commerce single row out do for third species mode, but this just horse uncle of wishful thinking only, Alibaba essentially is for businessman groups provides opportunities service of company only, belonging to function sexual application. Tencent is also a functional model of service, he has IM, NetEase is, he has mailboxes and communities, Sohu, this has never been a clear company said at the business model, but his internal governance and CEO is hard enough, so, although can not tell, but I still have his position.
7 where you can find, is the most terrible Tencent and NetEase, Tencent itself is to provide the application functionality, and on this basis, he can give birth to a lot of users to pay for its emotional business, belonging to the two sides of the main. NetEase is also eaten on both sides, NetEase Tencent is weak he unify the underlying database does not, although he is one of the best the three portals, but still not as good as Tencent nature of the underlying database is easy. However, NetEase most profitable game business, and what is the business to make money doing what it has always been, very robust. I was writing the history of China's Internet industry volume, NetEase and Tencent is my force of up to two companies, they are also one of the leaders of this industry, locking the front seats of the top three early.
8 mode by experience, I love u is a grand, although the company in the past few years a number of detours, also should have opened the gap between them and other companies early, but the company in the past two years of measures seen to heart of the company to catch up, as long as the Grand does not distract, Grand in experiential mode is full.
9-application mode, Baidu Alibaba, and competition is fierce, even tragic to describe. The two companies recently in battle, a block of another spider crawls, and quit the company's advertising, although the latter is one of he largest source of traffic on the grounds that have no effect, ruthless enough; was to quit the advertising of this too well, to that company in the Hong Kong stock market shrunk 10 times by cynicism or bother to advertise for themselves. A very lively theatre.
1000 of the most time to start doing Hi, Tencent's market is considered to be robbed, Tencent and really nervous for a while, but it looks like, Alibaba, Baidu is enemy number one. Baidu Hi C2C platform for it services.
11 Alibaba do Ali, her mother, who also do not understand, is a very easy to think of what Ali thought well of that year a new project, rather than under the Chinese webmasters unite Ali Mama, anyway, the Group energy, win no harm, can stage an uprising.
12 in the Chinese Internet industry volumes specifically block Google and Baidu in China lightning halt eBay wrote a chapter in combination with Taobao, Baidu and Ali temperament of the two companies are in fact very close to the company, leader Lotus mouth, full sun, but there are still many losses under yin, two-phase contrast down, always makes people uncomfortable. Of course, you can also say hidden rules, said this word I just silent, unspoken rules of exposure, was to a lawsuit, such as tomato Garden, such as blackmail.
13 now seems, two home who wins who defeated also bad said, first listed Xia Baidu win of reasons 's, a, Baidu than Alibaba more ruthless, means more, Alibaba can by live bucket ruthless win eBay, but in Baidu before accounted for does not to cheap, such as to on the curse without naming names of sound, Ali may not be can high had Baidu, Baidu and 3,721 dry had, tied, but scenes Shang slightly leading; Ali and 3,721 dry had, is tied, but scenes Shang does not does not accounted for excellent, this a in a outside, Baidu to leading of is a whole body bit. Second, Baidu has flow, he can do traffic guidance, also can be combined with competitive position will come, this point about Alibaba cannot; three, although Ali Ali mother for help, but unable to shake Baidu in the webmaster-level effects, Baidu as long as the policy of Huairou to webmasters, then in the strength of the masses of this block, lot of Baidu.
14 then to column a column Ali win of reasons 's, a, Ali of Alibaba unable to huitian, only Taobao is its most core most make money of business, is he of lifeline, Taobao of market once was Baidu Rob to, Ali on irreversible, Ali inevitable full block and inputs, has always this blocking action, win surface larger, as rumors of Baidu Rob Ali of B2B business, this block nothing good Rob of, in I seems just Baidu of cover-up operation only. Second, Alibaba has enough now, than the so-called 5 billion spent enough money or, at the level of capital, MA students over the past few years while each give investors a good word, but how much still has to make money for investors, the possibilities of support is relatively large. Three, Alibaba's layout is very clear, he must first-mover advantage.
15 of the above analysis is not based on external environment changes, but it is clear that within the next one to two years, has radically changed the external environment, change, from the impact of financial crisis as a whole, Baidu and Ali to take the money is not so easy. Interested students can check Baidu and Ali in earnings, though than when they started listing most of more than 300 times is much better, but is still very high, valleys, capital market of China is real money. This two home company actually from they a began listed of day up, on doomed has they of number, with high of expectations, constantly of to plunder shouldn't belonging to they led ground of fruit, and took with these results to let capital markets cashed, such, a step a step to own of market do real, and continues to ring money, continues to with these money to war, to won results, to then ring money, so reciprocating.
16 and this is why this was the reason why the two companies will fight, they had no way to get new business growth, as long as the hands go into each other's territory, although they also know that this is not good, but what does? Who let their overdrafts at the beginning looks forward to it?
17 therefore, for their victory in the future, they are in each other's territory the progress made every size have the potential to affect the capital markets shareholders ' decision, so as to influence the direction of the war, Oh, still has a lot of good to watch in the future.
18 effect of Baidu and Ali against the second change will be Tencent and NetEase in Council, when the Council, how the Council what policy Council. Have handheld Taobao and pat dry before battle, Tencent will not let the clam crane fight, great opportunities to profit from it, Pat recently tilted obviously have more resources and attention to, it is clear that, once the Baidu succeeded, Pat will adopt the same policy of attack, in which case, Ali is quite passive.
Posterior 19 would be possible to copy NetEase, Baidu, NetEase has established domestic super high level team of search technology, strive to scramble for a piece of cake on a search, there is a Sohu's sogou, started the two portals at all times of the search business, now take Baidu distracting, you can take this before the repayment account.
20 shares of Google may also use this for more promotion, my sources tell me that Baidu's market share growth for the first time in the last quarter than Google, this source is still unilateral, no further, but Baidu is swoon also heard at the beginning. Oh, it seems, two to face not only compete, also need to be a surprise attack, that's too busy.
21 since itself is close, because of poor external environment, variables of the capital market is large, as have so many foreign enemies in orbit around the two, so the battle who wins and who, really bad is expected.
Victory in the 22 if I have to say, from a very private feelings, I supported Ali, though I don't like Ma old mouth tell a lie, increases my finishing of the history of the Internet in China a lot of difficulty, but compared to unwarranted masked some of my articles, frequently unprovoked our veterans group account group friends of Baidu, Baidu more less recognized on the temperament. Former Kuang most statements is hoodwinked which tyrannical no more heart.
23 but reason tells me that MA has encountered in his life's biggest rival, Ali, the battle to win down, 40% was not in fact probabilities, or even less. To win, was out of the industry itself, looking for more waizhao, but it is also told to be good at, so now, victory predicted that some early.
241 result, two toss out, both defeated, Wulin seat rewrite, Oh, spectators, the most fun.
PS: this is Baidu was before exposure to the business review of CCTV Zhang Shansi brothers wrote the outline of a paragraph, as people magazine not out, so never post. Two weeks in a row on a business trip to do field visit, first posted in this article first post out of the www.laobingqun.NET, Shenzhen will enhance the update frequency, first time I saw banly, sunny CHEUNG, veterans blog and I can go to www.laobingqun.NET.
