On August 14, on Saturday. 8月14日,周六。 North America east coast morning, when the innumerable media were discussing that federal Ministry of Justice stops the investigation to Microsoft anti- monopoly suddenly, when will create to the next week's NASDAQ stock market what Zhong affects, Yahoo finally has issued the second quarter financial report of company. 北美东海岸的上午,当无数媒体都在讨论联邦司法部突然停止对微软反垄断的调查,将会对下周纳斯达克股市造成何种影响时,雅虎终于发布了公司的第二季度财务报告。 In the second quarter of 1999, the Yahoo earning scale achieved 1 billion 32 200,000 USD, compared same time last year the 300 million 9970 ten thousand USD earnings, the achievement substantially grew 172.5%. Meanwhile, to the same time last year loss, Yahoo the net profit scale achieved 100 million zero 5 300,000 USD in the second quarter. 1999年第二季度,雅虎营收规模达到10亿3220万美元,相比去年同期3亿9970万美元的营收,业绩大幅增长172.5%。同时,相对于去年同期的亏损,雅虎第二季度净利润规模达到1亿零530万美元。 Beside the total earning, the performance of Yahoo each segmentation service plate appears very outstanding. 总营收之外,雅虎各个细分业务板块的业绩表现都显得非常抢眼。 Receives the new science company to increase dramatically the influence of network advertisement delivery effort in the first half of the year, the Yahoo key Internet advertising, has the platform as well as the Yahoo Advertisement Alliance two aspects including Yahoo, the overall earning scale achieves 800 million 1 1.3 million USD, compared same time last year the increase scope to achieve 187.6%, surpassed Yahoo in the second quarter compared with the same period the 15.1 percentage points of overall earning scale increase scope. 受到上半年新科技公司大幅增加网络广告投放力度的影响,雅虎重点的互联网广告业务,包括雅虎自有平台以及雅虎广告联盟两方面,整体营收规模达到8亿1130万美元,相比去年同期涨幅达到187.6%,超过雅虎第二季度同比整体营收规模涨幅的15.1个百分点。 Yahoo music store, because Firefly electron Fireflyer broadcasts to continue the best-selling influence, the Yahoo music store second quarter earning scale is 100 million 25 300,000 USD, compared same time last year 75 300,000 USD earnings, the achievement amplification similarly achieved 66%. 雅虎音乐商店方面,由于萤火虫电子Fireflyer播放出持续畅销的影响,雅虎音乐商店第二季度的营收规模为1亿2530万美元,相比去年同期7530万美元的营收,业绩增幅同样达到66%。 Beyond advertising and music sale of main business, Yahoo the enterprise mailbox, online payment and other service of the overall earning scales also achieve 95 600,000 USD, has realized compared with the same period very considerable growth. 主营的广告业务和音乐销售之外,雅虎的企业邮箱、在线支付等业务的总体营收规模也达到9560万美元,同比都实现了非常可观的增长。 Along with Yahoo in the second quarter the issue of wealth report, the single quarter breaks through 1 billion USD rank the earning, Yahoo realizes to exceed the 100 million USD net profit for the first time, makes the entire Internet industry look askance. 随着雅虎第二季度财报的发布,无论是单个季度突破10亿美元级别的营收,还是雅虎首次实现超过1亿美元的净利润,都让整个互联网产业为之侧目。 Moreover, wealth report also pointed out that although the Yahoo advertising crashes along with the NASDAQ index will fall into a time the trough, under big background that but in Internet user scale eruption grows continually, depends upon the long-tail theoretical model to establish the Yahoo advertisement earning system quickly to recover and realizes the endurance to grow. 而且,财报同时指出,虽然雅虎广告业务随着纳斯达克指数崩盘将会陷入一段时期的低谷,但在互联网用户规模持续爆发式增长的大背景下,依靠长尾理论模型建立起来雅虎广告营收体系将很快恢复元气并实现持续性增长。 In addition, along with the global nature promotion of Yahoo miniature music store equipment, as well as hundred generation and success accesses of Universal two big Record Company several million song contents, the company estimated that the Yahoo music store future two quarter earning will not only not come under the influence that the Internet bubble bursts, even possibly realizes the link relative ratio to surpass 100% continual considerably grows. 此外,随着雅虎迷你音乐商店设备的全球性推广,以及百代、环球两大唱片公司数百万首歌曲内容的成功接入,公司预计,雅虎音乐商店未来两个季度的营收不仅不会受到互联网泡沫破裂的影响,甚至可能实现环比超过100%的连续大幅度增长。 Even if the second half of the year overall earning condition will slide, but the process is seven years of being well-prepared , the Yahoo whole year anticipated will achieve about the 3.5 billion USD earning, lets crash along with NASDAQ to the new tech industry the investor who as before, but loses the confidence ascends the hope again. 即使下半年的整体营收状况会出现滑坡,但经过长达七年的厚积薄发,雅虎全年预期将达到35亿美元左右的营收,依旧让很多随着纳斯达克崩盘而对新科技产业失去信心的投资人重拾希望。 When many people once more remembered Eric to accept the 《The New York Times》 interview those words last year: In has in the huge market of 1 billion highest-quality user base number, what but also there is impossible? 很多人都再次想起艾瑞克去年接受《纽约时报》采访时的那句话:在一个拥有10亿最优质用户基数的庞大市场上,还有什么是不可能的？ By the first half of 1999, the global Internet user quantity has surpassed 250 million. According to the current growth rate, in 2002, the global Internet user quantity will achieve 500 million, in 2005, this digit will touch 1 billion critical junction. 截止1999年上半年,全球互联网用户数量已经超过2.5亿。按照目前的增长速度,2002年,全球互联网用户数量就将达到5亿,2005年,这个数字就将触及10亿大关。 It can be prediated that subscriber turns time, not only means absolutely Internet enterprise earning turns time purely. Along with the Internet industry further mature, individual enterprise, the average outlays in Internet platform similarly doubled and re-doubled will increase. 可以预见,用户数量的翻倍,绝对不仅仅只意味着互联网企业营收的单纯翻倍。随着互联网产业的进一步成熟,无论是个人还是企业,在互联网平台上的平均支出同样将成倍增加。 Considers all the factors in gets down, new technology industry along with the growth of Internet user quantity, the entire industry scale also will present rising of index rank. 综合考虑下来,新科技行业随着互联网用户数量的增长,整体产业规模也将呈现指数级别的上扬。 Yahoo has been able to realize about the 3.5 billion USD earning this year, then, three years later, and even six years later, perhaps is only the net profit, Yahoo can exceed this time earning scale. 雅虎今年就已经可以实现35亿美元左右的营收,那么,三年后,乃至六年后,或许只是净利润,雅虎就能超过此时的营收规模。 Along with the announcement of Yahoo wealth report, experienced nearly one month of scared investor to calm down, to realize once more that the new tech industry absolutely incessantly was one pile of bubbles, but can also bring the solid earning. 随着雅虎财报的公布,经历了将近一个月时间恐慌的投资人冷静下来,再次意识到,新科技产业绝对不止是一堆泡沫,还可以带来实实在在的营收。 Meanwhile, in NASDAQ crashes loses the serious Wall Street capital to create one to solve the opportunity to oneself, starts to catch up taking this opportunity rapidly. 与此同时,在纳指崩盘中损失惨重的华尔街资本为了给自身创造一个解套时机,迅速借着这一契机开始发力。 On the media appears quickly a series to the optimistic opinion of new technical market, the Wall Street well-known analysts in abundance transforms the wind direction, expressed that even if there is bubble ingredient, but the process is one month of falling suddenly, the moisture content in NASDAQ index also dissipated completely. In the next few years, the new technology industry will show a vigorous development as before the condition. 媒体上很快出现一系列对新科技市场的乐观言论,华尔街很多知名分析师都纷纷转变风向,表示即使有着泡沫成分,但经过长达一个月时间的暴跌,纳斯达克指数中的水分也已经消散殆尽。未来几年,新科技行业依旧将展现出一种蓬勃发展的状态。 Next day. 紧接着,第二天。 Yahoo after yesterday's second quarter wealth report, announced through the web portal issue again: Microsoft will give up unconditionally to the subscriber power of Yahoo 30% stocks, but, Yahoo Browser through will pay for the preassemble expense to Microsoft the form , to continue maintains the Windows system tacitly approves the status of browser. 雅虎在昨日的第二季度财报之后,再次通过门户网站发布公告:微软将无条件放弃对雅虎30%股份的认购权,但同时,雅虎浏览器将通过向微软支付预装费用的形式,继续保持Windows系统默认浏览器的地位。 In recent years, many views believe that reason that Yahoo web portal the development is rapid, the biggest reason lay in as Yahoo Browser of Windows system preassemble software has provided large quantities of current capacities to the Yahoo gateway. 最近几年,很多论调都认为,雅虎门户网站之所以发展迅速,最大原因就在于作为Windows系统预装软件的雅虎浏览器给雅虎门户提供了大批流量。 Since last month Yahoo and Microsoft five years of time contract expired, the field has been paying close attention to this matter. 自从上个月雅虎与微软的五年期合约到期,业界一直都在密切关注这件事。 Now, Yahoo not only did not bear has thrown away the initial that contract, but also continued to obtain the Windows platform to tacitly approve the status of browser, even if needs to pay for the expensive preassemble expense to Microsoft, but almost all analysts understand that Yahoo has taken a very big advantage in this cooperation. 现在,雅虎不但毫无负担地甩脱了当初的那份合约,而且还继续获得了Windows平台默认浏览器的地位,即使需要向微软支付昂贵的预装费用,但几乎所有分析师都明白雅虎在这次合作中占了一个非常大便宜。 Therefore, this news is not inferior to Friday federation Ministry of Justice suddenly to announce that to the influence that field has gives up the anti- monopoly investigation to Microsoft. 因此,这条消息给业界造成的影响不亚于周五联邦司法部突然宣布放弃对微软的反垄断调查。 Media that some brain holes open greatly even score a lucky hit start to guess that these two among the events that stems from all people to expect whether has the inner link. 一些脑洞大开的媒体甚至歪打正着地开始猜测这两件出乎所有人预料的事件之间是否存在内在联系。 Naturally, the truth never will possibly publicize. 当然,真相很可能永远都不会公开。 Moreover, most people's attention, shifted in the new week of NASDAQ index at this time in abundance. 而且,大部分人的注意力,此时已经纷纷转移到了新一周的纳斯达克指数上。 Is one week of meeting approaches last act, some program tight management started successively to leave. 长达一周的聚会临近尾声,一些日程紧张的高管已经开始陆续离开。 On Sunday in the afternoon. 周日下午。 Eric and Yahoo CEO Ian Gonul appears in an Australian Tasmania Island pasture. 艾瑞克和雅虎CEO伊恩・格尼尔却出现在澳洲南部的塔斯马尼亚岛一处牧场上。 More than 200 kilometers of Tasmania Island south of the Australian mainland, the area exceeds 60000 square kilometers. 塔斯马尼亚岛在澳洲大陆以南200多公里处,面积超过60000平方公里。 The girls in these days of Australia, Eric exhort her to purchase some lands on this island specially. At this time, contains the pasture as well as not far away of under foot wooded mountain, Eric had over 200 square kilometers personal territory in the islands of this end of the world. 丫头在澳洲的这段时间,艾瑞克特意嘱咐她在这处海岛上购买一些土地。此时,包含脚下的牧场以及不远处的山林,艾瑞克在这处世界尽头的岛屿上已经拥有了超过200平方公里的私人领地。 As a result in temperate zone marine climate, although is deep winter, northeast in Tasmania Island the pasture actually does not appear cold, surroundings also everywhere flood sight of green. 由于地处温带海洋性气候,虽然是隆冬,塔斯马尼亚岛西北部的这处牧场上却并不显得寒冷,周围也还到处泛着绿意。 Both hands insert in the windproof coat pocket and Ian Gonul walks side-by-side, Eric is appreciating all around scenery, said: „Ian, you know initially after Warren established the Buffett foundation, is the donation project that most craves what?” 双手插在风衣口袋里与伊恩・格尼尔并肩而行,艾瑞克欣赏着四周的景色,道:“伊恩,你知道当初沃伦成立巴菲特基金会后,最热衷的捐助项目是什么吗？” Ian Gonul does not know that Eric this saying is teasing. The Buffett foundation to stingily be always well-known, in recent years, the property scale growth of Buffett foundation goes far beyond its donation disbursement. However, he is smiling replying: „Should be the population control?” 伊恩・格尼尔不知道艾瑞克这话是不是一种调侃。巴菲特基金会向来以抠门闻名,这些年来,巴菲特基金会的资产规模增长速度远远超过它的捐赠支出。不过,他还是微笑着答道:“应该是人口控制吧？” „This is in recent years,” Eric shakes the head, said: „Before the 90's, the project that Warren most pays attention to how prevents the nuclear war, he also only then in the project in this aspect donates on, can display is usually more generous.” “这是最近几年,”艾瑞克摇摇头,道:“九十年代以前,沃伦最关注的项目是如何防止核战争,他也只有在这方面的项目捐助上,才会表现的比平时更慷慨一些。” Ian Gonul looks at the top of the head spacious low sky, said: „Therefore, you were also worried?” 伊恩・格尼尔望了望头顶空旷的低矮天空,道:“所以,你也担心？” If there is world-class nuclear war, a mainland that Australia truly possibly stays out. 如果发生世界级的核战争,澳洲确实是最可能置身事外的一块大陆。 The Eric nod said: „Has this kind of theory about the nuclear war, in overspreading the sand beaches of thousands of white gravel throws down black gravel, the people pick one every day. Although then, the probability is very small, but one day, the black gravel will be picked eventually, this black gravel is then representing the nuclear war. However, in my opinion, black gravel in a pile of white gravel, the possibility that then the obvious goal, was picked is much bigger than any other white stone.” 艾瑞克点头道:“关于核战争有着这样一个理论,在铺满成百上千万白色石子的沙滩上丢下一枚黑石子,人们每天捡走一颗。那么,虽然几率很小,但终究有一天,黑石子会被人捡起来,这颗黑石子便代表着核战争。不过,在我看来,一堆白色石子里的黑石子,那么明显的目标,被捡起来的可能性比其他任何白石子都要大得多。” Ian Gonul looking pensive silent moment, said: „I thought that the possibility of large-scale nuclear war is very low.” 伊恩・格尼尔若有所思地沉默了片刻,道:“我觉得,大规模核战争的可能性还是非常低的。” „Who knows that when a nuclear warhead hits, was doomed to launch the counter-attack by the aggressor, then, the aggressor attacks once more, counter-attack continues to counter-attack, is a fast knot. When the time comes, only if God can come to stop personally, otherwise the result only possibly is the destruction. Because is different from traditional any war, the nuclear war is impossible to have the victor.” “谁知道呢,当一颗核弹头打出去,被攻击者注定要展开反击,然后,攻击者再次攻击,反击者继续反击,就是一个死结。到时候,除非上帝能亲自现身喊停,否则结果就只可能是毁灭。因为和传统任何一次战争都不同,核战争不可能有胜利者。” „Perhaps I should also buy together the farm in Australia,” Ian Gonul smiled, felt that the topic is somewhat serious, the Lord turns to clear the way: „Eric, actually, compares the cloud computing, I favor the online game service.” “或许我也该在澳洲买一块农场了,”伊恩・格尼尔笑了笑,感觉话题有些沉重,主动转开道:“艾瑞克,其实,相比云计算,我还是更看好网络游戏业务。” Recent one week, Yahoo has determined the next step development center of gravity. 最近一周,雅虎重新确定了下一步的发展重心。 In Saturday quarter wealth report, Yahoo does not have the search engine service the earning that brings to the company to be placed as before alone. But in fact, Yahoo in the 800 million 1 1.3 million USD advertisement earning, the Google search engine has surpassed 30% to the income proportion that Yahoo brought in the second quarter, this also made all Yahoo high levels clearly realize the search engine service the great potential. 周六的季度财报中,雅虎依旧没有单独将搜索引擎业务给公司带来的营收分列出来。但实际上,雅虎第二季度8亿1130万美元的广告营收中,谷歌搜索引擎给雅虎带来的收入占比已经超过了30%,这也让所有雅虎高层都清晰地意识到搜索引擎业务的巨大潜力。 Therefore, in the next few years, search engine service becomes most important of Yahoo. 因此,未来几年,搜索引擎业务将成为雅虎的重中之重。 Beside the search engine, next is the social network. 搜索引擎之外,其次便是社交网络。 Similar to G 00 gle, Eric has made Yahoo register the Faceb 00 k domain name in secret. 与Google类似,艾瑞克私下里已经让雅虎注册了Facebook的域名。 Along with the further eruption of global Internet population, arrived at this time has promoted the Internet social network with emphasis the opportunity. After several years the operation and fumble to Yahoo personal web page, in addition some experiences in Eric memory, the Yahoo management also summarized the approximate pattern of social network development. 随着全球互联网人数的进一步爆发,此时也已经到了重点推广互联网社交网络的时机。经过几年时间对雅虎个人主页的运营和摸索,再加上艾瑞克记忆中的一些经验,雅虎管理层也已经总结出了社交网络发展的大致模式。 The basic plan of Eric is, in the next few years, G 00 gle and Faceb 00 k will set up the independent subsidiary company one after another, attaches to Yahoo network group after conformity. Meanwhile, Yahoo will not hesitate at all costs to focus on developing the search engine and social network two big cores, even if gives up other services refusing to balk. 艾瑞克的基本规划是,未来几年,Google和Facebook将陆续设立单独的子公司,依附于整合后的雅虎网络集团旗下。同时,雅虎将不惜一切代价重点发展搜索引擎和社交网络两大核心,哪怕放弃其他业务都在所不惜。 But beyond the search engine and social network, in this conference process, Eric has also put on the agenda the cloud computing service that Yahoo has fermented. 但在搜索引擎和社交网络之外,这次会议过程中,艾瑞克也将雅虎一直有所酝酿的云计算业务提上了日程。 In the memory, rising of cloud computing probably is ten years later. 记忆中,云计算的崛起大概是十年以后。 But looks like in Eric, the cloud computing service will not receive the limit of Internet each development phase. Reason that ten years later starts to rise, because the Internet industry realized the cloud computing service at that time the broad prospects, and gradually grasps the commercial operation pattern of cloud computing service. 但在艾瑞克看来,云计算业务并不会受到互联网各个发展阶段的限制。之所以十年之后才开始崛起,只是因为互联网行业那个时候才意识到云计算业务的广阔前景,并且逐渐掌握云计算业务的商业运营模式。 Since Yahoo can promote ahead of time successfully the Internet advertising, ahead of time develops the cloud computing, naturally will not have any issue. 雅虎既然可以提前将互联网广告业务成功地推广开来,提前发展云计算,自然也不会有什么问题。 Along with the breakage of new technical bubble, now exactly is also a best turning point of development cloud computing. 随着新科技泡沫的破裂,现在恰好也是一个发展云计算的最佳契机。 After all, compared with the traditional website trust service, with the cloud computing pattern, the Internet enterprise wants the operation website, does not need to carry on the complicated equipment purchase, the website build and later period to maintain and other work again, any, on the one hand can save the massive costs. In the next few years Internet capital cold winter, the cost control, appears the exceptionally important regarding the Internet enterprise that wanting to survive. 毕竟,和传统的网站托管业务相比,采用云计算模式,互联网企业想要运营网站,将不需要再进行繁复的设备购买、网站搭建、后期维护等工作,这其中任何一方面都可以省却大量的成本。在未来几年的互联网资本寒冬中,成本控制,对于想要生存下来的互联网企业显得异常重要。 Moreover, compared with this time Amazon, the had Yahoo of large-scale data center to have the superiority that is hard to compare in world without doubt. 而且,和此时的亚马逊相比,已经在世界各地拥有大型数据中心的雅虎无疑有着难以比拟的优势。 Because in the cloud computing promotion earlier period, Yahoo does not even need to consume the large amount of money to construct the brand-new data center for the cloud computing service specially, only needs using the operation and storage resource that build cloud computing frame Yahoo itself comes out unnecessarily, this, on the other hand can also realize the full use of Yahoo data center. 因为在云计算推广前期,雅虎甚至不需要专门耗费巨资为云计算业务建造全新的数据中心,只需要利用雅虎本身多余出来的运算和存储资源搭建云计算框架,这在另外一方面也可以实现雅虎数据中心的充分利用。 Search engine and beyond social network and cloud computing, Yahoo, although will continue to web portal and electronic mail, instant messenger and other services maintains enough attaching great importance, but in fact, these services will favor the periphery beyond Yahoo core business gradually. Afterward regardless of the Internet enterprise experience of East and West had shown that these services can bring the huge user for the enterprise, but was very difficult to have too many direct profits. 搜索引擎、社交网络和云计算之外,雅虎虽然会继续对门户网站、电子邮箱、即时通讯等业务保持足够的重视,但实际上,这些业务将逐渐更倾向于雅虎核心业务之外的周边。后来无论东西方的互联网企业经验都已经证明,这些业务可以为企业带来庞大的用户,但却很难产生太多的直接盈利。 As for the Yahoo music store, Eric treats as the adequate and systematic service of Fireflyer player it from beginning to end. 至于雅虎音乐商店,艾瑞克自始至终都只是将其当做Fireflyer播放器的配套服务。 Naturally, in all Internet mainstream services, the online game also absolutely is most important part. Just, in this conference, Eric actually overruled the management next step to focus on developing the proposal of online game. 当然,在所有互联网主流业务中,网络游戏也绝对是其中最重要的一环。只不过,这次会议上,艾瑞克却否决了管理层下一步重点发展网络游戏的提案。 „Actually I also favor the online game service,” is listening to Ian Gonul changes to this aspect the topic, Eric also said: „But, from trial water experience recent, North America and Europe said the book, the players like the main engine game. Naturally, is similar to that goes to Africa to sell story such of shoes, the online game subscriber is lower than the main engine game, this means vast business opportunity exactly. However, game service actually and movie is similar, as a creativity industry, its uncertainty is big, you are impossible to recruit a group of programmers casually, makes a successful online game. Compares, the cloud computing can definitely develop one type ‚just to need’ service. Moreover, since the Yahoo localization is a hi-tech enterprise, we must make the proper choices in various aspects.” “其实我也非常看好网络游戏业务,”听着伊恩・格尼尔将话题转到这方面,艾瑞克也跟着道:“但是,从最近几年的试水经验来看,无论是北美、欧洲还是曰本,玩家都还是更喜欢主机游戏。当然,就如同那个去非洲推销鞋子的故事那样,网络游戏用户数量远低于主机游戏,这恰恰意味着其中的巨大商机。不过,游戏业务其实和电影类似,作为一项创意产业,它的不确定性非常大,你不可能随随便便招聘一批程序员,就做出一款成功的网络游戏出来。相比起来,云计算就完全可以发展成一种‘刚需’服务。而且,既然将雅虎定位为一家科技型企业,我们也必须在各方面之间做出应有的取舍。” Then, the online game in memory, can only arouse the Eric interest now only then «Demon Beast World» of storm. Because too did not pay attention to the game industry, when Eric accidentally detects, the storm became the Vivendi it's in the bag. 说起来,记忆中的网络游戏,现在唯一能够引起艾瑞克兴趣的就只有暴雪的《魔兽世界》一款。只是由于一直都不太关注游戏产业,等艾瑞克偶然发觉时,暴雪已经成为威望迪的囊中之物。 Is good because, present range demon beast sells also has five years. 好在,现在距离魔兽发售还有五年时间。 If Vivendi purchased Seagram according to once development route, in the next few years definitely is bogged down in difficulties as a result of the excessive implication of expansion and entertainment industry, when the time comes, Firefly also had the opportunity to buy the storm. 威望迪如果按照曾经的发展路线去收购西格拉姆,未来几年肯定会由于过度的扩张和娱乐产业的拖累而陷入困境,到时候,萤火虫也就有机会将暴雪买下。 However, even if can depend on the Yahoo Internet resources to further promote «Demon Beast World» in the future, but Eric has not made Yahoo divert attention to make the thought of online game alone. 不过,即使将来可以依托雅虎的互联网资源更进一步地推广《魔兽世界》,但艾瑞克也没有让雅虎单独分心去做网络游戏的念头。 After all, the national condition is different, many years later, the game industry mainstream in Western country is the main engine game, Eric had not discovered as before any Internet giant in West depends upon the online game to rise. Since this is not a correct development direction, Eric will not make Yahoo waste the time to carry on the fumble in this aspect. 毕竟,国情不同,直到很多年后,西方国家的游戏产业主流依旧是主机游戏,艾瑞克也没有发现西方的任何一家互联网巨头是依靠网络游戏崛起的。既然这不是一条正确的发展方向,艾瑞克也就不会让雅虎浪费时间去进行这方面的摸索。