690【Old and cunning】
Brother Xiaoma still came in person, and went directly to Song Weiyang's house. When he came, he was in a hurry, with an anxious expression on his face.
Lin Zhuoyun is still working in the magazine, and the little six is over three years old, and is currently squatting in the kindergarten, not knowing which little girl's braids he is pulling.
Song Weiyang made a cup of tea for Xiao Ma himself, sat back on the sofa and asked with a smile, What's so urgent?
I flew directly from Hong Kong City, Xiao Ma Niu took a sip, put down his teacup and said, Tencent has repurchased another 30 million US dollars of shares.
Song Weiyang asked, Are you short of money?
Brother Xiao Ma said: I'm short of money, but I can persist.
Tencent's stock repurchase has little to do with msn intrusion, but was killed by mobile companies.
China Mobile was only two years old when it was established. It was poor and white, so it used Monternet to win over Internet companies. Including Sina, NetEase, Sohu, and Tencent, all of them were saved by Monternet's wireless value-added services in the midst of the Internet winter. At the same time, China Mobile has also made a lot of money.
However, the wireless value-added services of these Internet companies are developing too fast. More and more Internet users access calls through the Internet, and most of the profits do not belong to China Mobile.
After China Mobile became full-fledged, it turned around and gave its partners a knife.
The mobile chat service, which accounts for one-third of Tencent's total revenue, was officially terminated by China Mobile at the beginning of the year. Immediately afterwards, China Mobile took only 15% of the profit sharing for the mobile short message service, but now it suddenly increased to 50%.
It is not only Tencent that is affected, but all those that rely on Monternet's business have suffered. Netease directly chose to withdraw from this field and concentrate on entering the online game market. Sohu's main source of income is now Renren. Sina doesn't know what it is doing. Anyway, it has a little bit of everything, but it can't see its main business.
The worst thing is t. This company was once known as the King of SP, and its wireless value-added services of Monternet once surpassed that of Tencent. For T, China Mobile is his real father, who would have thought that his father suddenly turned his face and denied his son. In order to eat, the son had no choice but to go out and cheat.
How did t transform?
Let's talk about one of the new businesses. T rents a house in the suburbs of Beijing, employs hundreds of women, and chats with him through Internet calls, and the chats are all colorful content, which is called : Interactive voice response service.
China Mobile's two operations directly cut Tencent's profits in half, and its monthly revenue dropped by more than 60%.
Therefore, in April, Tencent's stock price plummeted again. Investment institutions lacked confidence, and immediately put pressure on Tencent. Tencent was forced to repurchase 10% of the issued shares, pulling back the stock price abruptly. It just so happened that msn stepped in at this time, and after more than half a year, Tencent was defeated steadily. Investment institutions once again expressed concern, and clamored to reduce their holdings and sell them. Tencent could only buy back 30 million US dollars worth of shares from investment institutions.
The two repurchases before and after this, Tencent spent a total of nearly 1.3 billion Hong Kong dollars, and the company's funds are running out.
If I had to describe it in one sentence, it would be that the house leak happened to rain overnight, and the timing of msn's troubles was too fatal.
Brother Xiao Ma said: What Tencent lacks now is not money, but the ability to continue to create blood. Although the share of the wireless SMS service has been increased to 50%, I guess this is not the end. China Mobile will turn the table sooner or later. Tencent must as soon as possible Get rid of the dependence on Monternet. And how to get rid of it, all must focus on QQ, so the development of QQ is the top priority, but msn came to China to disrupt the situation!
Brother Xiao Ma predicted well. Although China Mobile has taken back the right to operate Internet calls and increased the share of Internet SMS, it will definitely not be satisfied with this. In another year, China Mobile will launch Fetion, forcibly merged with Mobile QQ, and it will be named Fetion QQ during the transition period.
If Tencent can't find a new profit growth point before China Mobile launches Fetion, then the company's profit will be cut by more than 30% again!
So, you asked me to stand for QQ and publicly support QQ? Song Weiyang asked.
Brother Xiaoma said: Tencent has no funds for publicity, and msn's promotion strategy is too powerful. I never said that QQ is just an entertainment chat tool, but msn forcefully promotes it as an entertainment software. Now the market in the business field has been overwhelmed. Msn has taken them all! You are the richest man in China, if you stand up and support qq, then you can justify the name of qq and reverse everyone's misconceptions about qq.
Song Weiyang smiled and said: You really don't have to be afraid, just make your own products well. MSN has never been localized, and it is the same on a global scale. The development rights of each function are held by Microsoft headquarters. The gang at Microsoft headquarters Uncle, how can I know the needs of Chinese users? If msn can gain a firm foothold in China, then I will be a follower to Bill Gates in the future.
Brother Xiao Ma said: Although msn does not have local advantages, they have global advantages! After msn announced its alliance with Yahoo, they have directly occupied nearly 50% of the global network communication market, and the number of users is close to 300 million! There are 300 million people in the world. You can use msn to communicate, but the actual number of users of qq is far from so many. What's more, msn is now growing millions of users in China every month, and it won't take long for it to substantially threaten the existence of qq!
msn is so strong this year, it has really increased by several million users a month, and if this trend continues, all netizens in China will use msn next year.
Of course, the premise is that msn does not force old users to uninstall.
Song Weiyang crossed his legs, warmed his hands with his teacup in his arms, and said, I told you to watch more News Network and study more national policies, did you obey?
I never liked watching the news since I was a child, Brother Ma said.
Song Weiyang said with a smile: China has relevant regulations that foreign capital is not allowed to set up information and data centers in China. Do you know this policy?
It seems that there is such a rule. Xiao Ma was a little uncertain.
Song Weiyang analyzed: So, msn user data can only be placed on servers in the United States, and then transferred through China Telecom's servers. Do you understand what I mean?
Brother Xiao Ma thought for a while, then shook his head and said, I don't really understand.
At this time, the large file transfer problem of msn has not been fully exposed, because the Chinese government has not really taken action.
Song Weiyang smiled and said: You can report the situation to the relevant departments. Almost all large companies in China are using msn for office work, especially companies with multinational business, they can only use msn for overseas contacts. QQ is temporarily impossible to communicate with People are robbing business. How much commercial data these companies have sent through msn, all of this data must be stored in US servers, is it suspected of threatening national security?
You mean, let the government intervene? Brother Xiaoma suddenly shook his head while speaking, Impossible, the government cannot intervene in this kind of thing, let alone interfere with the normal development of msn in China.
Song Weiyang drank tea and said, It's impossible to make a policy outright, but it's still possible for the telecommunications departments in Beijing, Shanghai, Guangzhou and Shenzhen to limit the speed and flow of msn transit points. At that time, the large files of msn will be released, or Half of it won’t work, will anyone still use it for business work?”
Brother Xiao Ma thought carefully: It's easy for Microsoft to find a countermeasure, right?
Song Weiyang put down his teacup: Of course there are countermeasures. The first is to set up a joint venture company, and it must be a joint venture company with a Chinese team as the top management. The joint venture company will set up an information data center in China. Hand it over to a third party for hosting. What strategy do you think Microsoft will adopt.
It's impossible, Microsoft won't accept either of these two strategies, Xiao Ma suddenly laughed, This method is too good, I'll send someone to Beijing immediately to report the situation!
Song Weiyang said: How about it, is this idea still useful?
Brother Xiao Ma gave a thumbs up, and made a rare joke: As expected of Dr. Ma, he is really scheming! In fact, he wanted to say that he was cunning and cunning.
Song Weiyang said: When China Telecom makes a move, you can stand up and seize QQ's large file transfer function to make sense. Let the executives of those big companies decide for themselves whether they should continue to use msn, a rubbish product, or Use a product with mature functions like qq! As for me as a platform for qq, at least I have to wait until there is a problem with the large file transfer function of msn.
Brother Xiao Ma said: If there is a problem with the large file transfer of msn, then I am absolutely sure to win the battle, and I don't have to bother you anymore.
Actually, you really don't have to worry too much about the mess that msn has in China, Song Weiyang asked with a smile, do you know about the cooperation between Lianzhong Games and msn?
The qq game is imitated from the Lianzhong game, the two companies are now sworn enemies, and the Lianzhong game has also joined the anti-qq alliance initiated by msn.
Brother Xiao Ma nodded and said, I know, Lianzhong also contracted the game channel of msn.
The advertising revenue of msn in the seven months of this year (founded in May) is equivalent to the advertising revenue of the entire communication industry for the whole year. The key point is that msn has contracted all the channels to the cooperative units, the game channel is doing it, and the news channel is doing it, there is no connection between them, and the content is chaotic!
You can understand it this way, the fantasy channel is contracted to a certain company, and the city channel is contracted to another company. The user accounts are the same, but each channel has its own activities and attracts its own readers. What the hell is this like?
The core platform developed in China dared to play like this, the decision-makers are simply out of their minds!
Song Weiyang couldn't help but said: Lianzhong is also unlucky. Last year, the joint venture was occupied by Koreans. This year, it spent a huge sum of money to contract the game channel of msn. Statistics after one month of contracting, msn only attracted more than 20 users to Lianzhong.
There is such a thing? Xiao Ma felt incredible.
Even if you go to forums and post bars to post advertisements, you will not only attract more than 20 users!
Song Weiyang laughed and said: It's true. The employees of Lianzhong couldn't stand the management of the Koreans, and they have changed jobs a lot in the past year. A resigned employee went to 17173 to post complaints and exposed this matter. Now I can't get used to it. Netizens on msn used this incident as a satire.
I really don't know, but this matter can be used for publicity! Xiao Ma felt that he had caught msn again.
Song Weiyang said: Most of msn's income this year comes from msn. It only attracts more than 20 users a month. Can the companies that contract channels be in a hurry? It is estimated that it will not be long before the 'anti-qq alliance' itself scattered.
msn also wants to develop virtual props like qq shows. This new function of increasing income has a very high priority, but the problem is that it can't be done!
The reason is that msn is in South Korea and cooperates with local Korean companies. South Korea's msn is the first to launch virtual toll items, and claims to have patents. If msn wants to promote it in other countries around the world, it must share profits with Korean cooperative companies. This inexplicable copyright dispute has been going on for more than half a year, and both parties are unwilling to let go, which has resulted in msn being unable to launch similar virtual items outside Korea.
No way, who let Microsoft engage in the globalization of msn, and South Korea msn took the lead in launching similar functions.
It is precisely because of this precedent that Microsoft no longer cooperates with companies from other countries to operate msn, and takes back msn's global research and development rights. Any region that wants to develop new features, even if it is just modifying a certain code, must obtain approval from Microsoft headquarters!
For Tencent, Korean friends gave a divine assist.