RINAPE :: Volume #15

#1422: The stop-loss counter-attacks

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Li Mu plays the role to 500 ten thousand USD + 500 ten thousand USD of Louise Martin quickly. 李牧给路易斯・马丁的500万美元万美元很快就起到了作用。 Louise Martin although person in Yanjing, but used own private relationship, does not conform to work ethics way, attained Apple a news at this moment. 路易斯・马丁虽然人在燕京,但动用了自己的私人关系,以不符合职业道德的方式,拿到了苹果内部此时此刻的一手讯息。 Since Tim Cook offered up one's life bravely and took the Apple CEO duty, Apple on the following direction issue, intensive occurrence several times the vigorous argument, this time Apple executive was mainly divided into two camps, one is the stop-loss faction, one is to counter-attack the faction. 自从蒂姆・库克临危受命、接任了苹果ceo的职务之后,苹果内部就接下来的方向问题,密集的发生了数次激烈的争论,此时的苹果高管内部主要分为两个阵营,一个是止损派,一个是反攻派。 The attitude that the stop-loss sends is very simple, immediately Apple resolution sell, in order to avoid the Apple stock price will drop the net assets in the future, this sends for is mainly the investor and back capital, their eye looks at throw in Apple money drains at the speed of light, the instinct of capital urged them only to want quickly to end the investment of this failure, then hurried to look for the profit from other projects, made up this hole. 止损派的态度很简单,立刻将苹果拆分出售,以免将来苹果的股价跌穿净资产,这派人主要是投资人以及背后资本,他们眼看着投在苹果身上的钱以光速流失,资本的本能驱使着他们只想尽快结束这场失败的投资,然后赶紧从其他的项目身上找利润,把这个洞补回来。 Simultaneously to the private equity, money possibly over billions USD that throws, owes several million even over a hundred million USD in the sole project is not the judgment day, so long as other projects can make every effort to succeed to make up some funds, they can report on accomplishments normally, therefore secures against loss promptly is to them important, because they do not know that this black hole will then spread to a big way, if you want to make up a hole, must first make this hole stop expanding, then according to the hole actual size, seeks to make up its means full power. 对许多私募基金来说,同时投出去的钱可能超过几十亿美元,在单一项目上亏几千万甚至上亿美元并不是世界末日,只要其他的项目能够争口气把这部分资金补回来,他们就可以正常交差,所以及时止损对他们来说就非常重要,因为他们也不知道这个黑洞接下来会扩散到多大,如果你想补一个洞,首先得让这个洞停止扩大,然后再根据洞的实际大小,去全力寻找补上它的办法。 As for counter-attacking faction, many are the founder and who the top team Apple has fought bravely for these years shoulder to shoulder, like Tim Cook, five years ago has will join the company to the Apple future incomparable trust, the although money has not gained many, but actually pinned own enthusiasm and belief on this company, now makes them surrender immediately, this was they are unable to accept. 至于反攻派,多是苹果这么多年来一直并肩奋战的创始人与高管团队,像蒂姆・库克,五年前怀揣着对苹果将来的无比信任而加入公司,虽然钱没赚到多少,但却把自己的热情和信仰寄托在了这家公司身上,现在让他们立刻投降,这是他们所无法接受的。 Counter-attacks the viewpoint of sending is, Apple is different from most internet Corporation, Apple is one is centered on the hardware, takes the patented technology and software technique as the company of support, pure internet Corporation, meets the bubble to have the possibility market value to shrink 95%, that is because they look like blown the giant rubber balloon, after exploding, basically is the remaining lump of rubber skins ; 反攻派的观点是,苹果与大部分互联网公司都不一样,苹果是一家以硬件为核心、以专利技术和软件技术为支撑的公司,纯粹的互联网公司,遇到泡沫有可能市值缩水95%,那是因为他们像被吹得巨大的橡胶气球,炸了之后基本上是剩下一坨橡胶皮; But Apple is a first more than 1000 jin (0.5 kg) polar bear, even if runs out of food in the cold winter, can still depend on own fat very previous in a long time, even if hungry has very strong combat capability to the skinny polar bear as before, Apple is still same, at this critical moment, Apple should calm down thinks the countermeasure well, looks for a breach that counter-attacks the opponent. 但苹果是一头一千多斤的北极熊,就算在寒冬里断了粮,也能靠着自己的脂肪挺上相当长的一段时间,就算是饿到皮包骨头的北极熊依旧有着很强的战斗力,苹果也是一样,在这个关键时刻,苹果更应该静下来好好想一想对策,找一个反攻对手的突破口。 These two factions have the strength and weakness respectively, for example the stop-loss sends the although population to be not enough, the stock proportion of but controlling is high ; Counter-attacking to send the although population to be many, but mostly is the employee and professional manager, their actual control to the company somewhat is also insufficient. 这两个派系各有优势与劣势,比如止损派虽然人数不够多,但掌控的股份比重高;反攻派虽然人数很多,但大都是公司员工以及职业经理人,他们对公司的实际控制权又有些不够。 Jurisprudentially speaking, the stop-loss faction has the absolute power to make a decision, and landing execution, but they also dreaded that in counter-attacking to send people the number to account for majority, once they lost confidence to the company completely, they were very likely to wave the arms about to leave momentarily, if Apple foreign sales time, the core team drained most, the market value of that company will inevitably also suffer a bigger attack, this was the stop-loss sends result how , regardless of being not willing to see. 从法理上来说,止损派有着绝对的权力可以做出一个决定并且落地执行,但是他们也忌惮于反攻派人数占了大多数,一旦他们对公司彻底丧失信心,他们极有可能随时甩手走人,如果苹果对外出售的时候,核心团队流失大半,那公司的市值必然还会遭受更大的打击,这是止损派无论如何也不愿意看到的结果。 When Apple stock price in the following third trading day falls below 4 USD critical junctions, the stop-loss sends and counter-attacks send not to reach the agreement. 当苹果股价在接下来的第三个交易日跌破四美元大关的时候,止损派与反攻派还是没有达成共识。 According to the news of Louise Martin, the stop-loss sends to persuade to counter-attack the faction to accept the capital plan of company unceasingly, this can guarantee that at least everyone's work has the opportunity to retain, even if unable to retain, at least can still attain the compensation that earns ; 据路易斯・马丁的消息,止损派正在不断劝说反攻派接受公司的资本规划,这样起码可以确保大家的工作有机会保留,即便无法保留,起码也能够拿到应得的补偿; But counter-attacks to send also to send to be many some confidence to the company in the persuasion stop-loss, they felt, by the Apple existing technology accumulation, the Apple team can certainly find a changing the course of events opportunity. 而反攻派也在劝说止损派对公司多一些信心,他们觉得,以苹果现有的技术积累,苹果的团队一定能找到一个扭转乾坤的机会。 Li Mu cared very much Apple counter-attacking faction headed by Tim Cook, currently has what explicit counter-attacking strategy, the iPod business already not in a complete mess of gone on the market Mangomi 2 devastation, if Apple also wants to draw a city on Mangomi 2, that really may trigger the nerve of this fellows, forcing them to decide to enhance half generation iPod, even enhances one generation. 李牧很关心苹果内部以蒂姆・库克为首的反攻派,目前到底有没有什么明确的反攻策略,ipod业务已经被未上市的mango-me二蹂躏的一塌糊涂,如果苹果还想在mango-me二身上扳回一城,那真有可能会触发这帮家伙的神经,迫使他们决定将ipod提高半代,甚至提高一代。 However inquires the news that from Louise Martin, counter-attacked to send not to find a very explicit breakthrough point at present. 不过从路易斯・马丁打探到的消息来看,反攻派目前还没有找到一个非常明确的切入点。 Louise Martin was also Li Mu contributes another value very high news, Microsoft was circling the offshore companies of several indirect operations through affiliated some fund, sent out to purchase offer to Apple, but in Microsoft did not prepare to take entire Apple, they only wanted to purchase Apple Operating System and ma complete machine call circuit, as for has become iPod as well as iTunes of trash asset in the investor eyes, Microsoft was not interested. 路易斯・马丁还为李牧贡献了另一个价值非常高的讯息,微软正通过旗下某支基金绕了好几圈间接控制的离岸公司,向苹果发出收购offer,不过微软不准备把整个苹果都拿到手里,他们只希望收购苹果的操作系统以及ma整机业务线,至于在投资者眼里已经成了垃圾资产的ipod以及itunes,微软也并不感兴趣。 Li Mu after obtaining this news, exciting applauding one after another. 李牧在得到这个消息之后,兴奋的接连叫好。 Why other person of not too clear Li Mu intend to purchase the Apple motive to be excited to Microsoft, after all Microsoft is the domain colossus, even Muye Science and Technology still appears some weak chickens before them, the market value, the cash flow, the technological strength and profitability, were worse than Microsoft, if Microsoft also wanted Apple, Muye Science and Technology was very obviously difficult to guarantee the competitiveness. 其他人不太明白李牧为什么对微软有意收购苹果的动机感到兴奋,毕竟微软是it领域的庞然大物,即便是牧野科技在他们面前也显得有些弱鸡,市值、现金流、技术储备以及盈利能力,都比微软差了许多,如果微软也想要苹果,牧野科技显然很难保证竞争力。 However Li Mu has his viewpoint, he said to the people: „The US (America) government will not allow Microsoft to purchase Apple, therefore Microsoft can only realize the goal with the way of this edge ball, therefore they use the company to control the fund and fund to control the offshore company again, turned several to bend to purchase, its goal was very simple, wants to take Apple os Operating System, then made the beastly person in Operating System it, making os have the one breath, like excrement is living, as the matter stands, os not only will not bring any follow-up threat to Microsoft, but can also prevent Microsoft to receive the sanction of anti-monopoly law.” 不过李牧却有他的观点,他对众人说:“美国政府不会允许微软收购苹果,所以微软只能用这种擦边球的方式来实现目的,所以他们用公司控基金、基金再控离岸公司,拐了好几个弯来收购,其目的很简单,就是想把苹果的os操作系统拿到手,然后把它做成操作系统里的人彘,让os有一口气,像屎一样的活着,这样一来,os不但不会对微软带来任何后续威胁,还能够防止微软收到反垄断法的制裁。” At this point, Li Mu also said: „First stated, I have no discrimination to the gay community, I borrow some waste in this community to draw an analogy, the Microsoft thoughts, is actually a hope looks for the gay that a woman marries, he does not want to talk love with the woman, he only wants to marry this woman, this no one suspected that again his sex orientation, but his parents will not bring the pressure on him again.” 说到这里,李牧又道:“首先声明,我对同性恋群体没有任何歧视,我只是借这个群体中的一些人渣来打个比方,微软的心思,其实就是一个渴望找个女人结婚的男同性恋,他不想跟女人谈情说爱,他只想娶了这个女人,这样就没人再去怀疑他的性取向,而他的父母也不会再给他施加压力。” Nod of the people approve, sounds truly seems like such matter. 众人赞同的点了点头,听起来确实像是这么回事。 Li Mu also said: „To Apple, Microsoft should be a company that they most are not willing to be acquired, but the company that now, this they most are not willing to be acquired, actually looks for them on own initiative, I believe Apple team certainly is quite at heart uncomfortable, in this case, even if we pat the dead Apple instigator, Apple looked that we will still think was kinder than Microsoft.” 李牧又道:“对苹果来说,微软应该是他们最不愿意被收购的一家公司,而现在,这家他们最不愿意被收购的公司,却主动找上他们,我相信苹果团队的心里一定极为不爽,在这种情况下,即便我们是拍死苹果的始作俑者,苹果看我们也会觉得比微软亲切了许多。” „Real?” Louise Martin said with a smile: „If I am Apple, you certainly are the person who I most hate.” “真的吗？”路易斯・马丁笑道:“如果我是苹果,那你一定是我最恨的人。” Li Mu said with a smile: „Person who your play the capital purely, what looked is only money, but you must know that not only plays money that the geeks of technology regard as important, has the dignity, you can defeat them, even kills them in the battlefield, but you cannot buy in the family/home to work as the slave them, then throws into the latrine pit their children.” 李牧笑道:“你们这些纯粹玩资本的人,看的只是钱,但是你们要知道玩技术的极客们看重的不只是钱,更有尊严,你可以打败他们,甚至把他们杀死在战场上,但你不能把他们买到家里当奴隶,然后又把他们的孩子丢进粪坑。” Louise Martin said: „The Apple internal stop-loss sends to be the same with me, person who plays the capital purely, they only care about money that who gives more, if Microsoft gives them a higher price, they certainly without hesitation sells out Apple, these have the sense of honor person, without the voting rights, they will unable to determine this company's future destiny.” 路易斯・马丁说:“苹果内部的止损派跟我一样,都是纯粹玩资本的人,他们只在乎谁给的钱更多,如果微软给他们更高的价格,他们一定会毫不犹豫的把苹果卖掉,那些有荣誉感的人,没有投票权,他们决定不了这个公司未来的命运。” Li Mu said: „ Does Louise, look at the detail, why Microsoft is only willing to buy Apple Operating System and computer business? To put it bluntly they are not willing to spend the one cent for Apple, they only hope that serves own purpose with least money, therefore they did not care that iPod and iTunes business, does not care about life of Apple staff in these two call circuits ; 李牧说:“路易斯,看细节,微软为什么只愿意买苹果的操作系统和电脑业务？说白了他们根本不愿意为苹果多花一分钱,他们只希望用最少的钱达到自己的目的,所以他们根本不关心ipod以及itunes业务,更不关心苹果在这两个业务线上员工的死活; Even if the Apple stop-loss sends is the capital thought that they must consider an issue, iPod and iTunes business only leverage opportunity is entire Apple packs to sell out together, otherwise is only left over these, no one will be interested, when the time comes some assets became the bad account, but the stop-loss faction must pays for the compensation for removal as before for iPod as well as iTunes two project division all staff , compared with Microsoft, taking over a business hero who my is willing to take over overall, is the Savior who Apple most anticipates. ” 就算是苹果止损派全是资本思维,他们也要考虑一个问题,ipod以及itunes业务唯一的套现机会就是和整个苹果一起打包卖掉,否则只剩下这些,谁都不会感兴趣,到时候这部分资产就成了坏账,而止损派依旧要为ipod以及itunes两个事业部的所有员工支付遣散费,与微软比起来,我这个愿意全盘接手的接盘侠,才是苹果最期待的救世主。” Louise Martin shrugs the arm, said with a smile: „Said reasonable.” 路易斯・马丁耸了耸肩膀,笑道:“这么说也有道理。” Lei Jun said: „I thought that right of very Chief Li analysis, even in stop-loss faction not hope leaves behind the useless bad asset finally, meanwhile must put out partial amends staff from the limited money, Microsoft definitely feels now, the capital market no one is willing to take over Apple radically, they may be the Apple only buyer, therefore is not willing to Apple any unnecessary offer, if Microsoft maintains this attitude, will purchase Apple to us is a huge help.” 雷君说:“我觉得李总分析的很对,即便是止损派也不希望手里最后留下无用的坏资产,同时还要从有限的钱里拿出一部分赔偿员工,微软现在肯定觉得,资本市场根本没有人愿意接手苹果,他们有可能是苹果唯一的买家,所以不愿意给苹果任何多余的offer,如果微软保持这种态度,对我们收购苹果将是一个巨大的帮助。” Be responsible for the capital operation Ding Jian asking Li Mu: „Chief Li, since Microsoft had had the contact with Apple, whether we will need also to contact in the near future with Apple?” 负责资本运作的丁健开口问李牧:“李总,既然微软已经跟苹果取得了联系,我们近期是否有必要也跟苹果接触一下？” Li Mu said: „Temporarily does not use, otherwise Microsoft, if knows that we are also staring at Apple, may enhance own offer and condition very much, in order to avoid a long delay usually means many problems.” 李牧说:“暂时不用,否则微软如果知道我们也在盯着苹果,很有可能提高自己的报价和条件,以免夜长梦多。” Then, Li Mu said to Louise Martin: „Louise, making your informer stare at Apple with the Microsoft sound, I must know that what price Microsoft reported to Apple, as well as Apple to response of Microsoft offer.” 说罢,李牧对路易斯・马丁说道:“路易斯,让你的眼线盯着苹果跟微软的动静,我要知道微软给苹果到底报了什么样的价格,以及苹果内部对微软报价的反应。” Louise Martin nods: „Please relax, I will pay close attention, have any sound metropolis/can first to report with you.” 路易斯・马丁点了点头:“请放心,我会密切关注,有任何动静都会第一时间跟您汇报。” Li Mu said: „Passed on to the Sequoia high level, making them also remain silent, be not preparing to purchase the Apple news to disclose Muye Science and Technology.” 李牧说:“转告红杉的高层,让他们也保持沉默,别把牧野科技在准备收购苹果的消息透露出去。” Louise Martin hastily said: „Understood, I will communicate.” 路易斯・马丁急忙道:“明白,我会沟通的。” Li Mu satisfied smiling, said: „Remaining, after I to US (America), chatted with them personally.” 李牧满意的笑了笑,道:“剩下的,就等我到美国之后,亲自跟他们聊了。” Finishes speaking, Li Ziwei rapid knocks on a door, excited said to Li Mu: „Chief Li, World Health Organization just issued the news, China throughout has relieved the epidemic situation warning!” 话音刚落,李紫薇急促的敲门进来,一脸兴奋的对李牧说道:“李总,世界卫生组织刚刚发布消息,华夏全境都已经解除疫情警告了！”
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