RINAPE :: Volume #8

#781: Excuse me, without the team may stand!


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Li Mu rejection is so direct, so without hesitation, although has not stemmed from Lei Jun to expect, but makes him quite lose. 李牧拒绝的如此直接、如此不假思索,虽然没有出乎雷君预料,但还是让他心里颇失落。 He had long realized that Li Mu can be drawing cash, takes the spear/gun to come with oneself to negotiate single-handedly, but he hopes can win a mediation the opportunity. 他早就意识到李牧会是一手拿着钱,一手拿着枪来跟自己谈判,可他还是希望能够博得一个斡旋的机会。 Only pitifully, Li Mu does not prepare to his such reading completely thinks. 只可惜,李牧完全不准备给他这样的念想。 Simple of such Li Mu rejection, not because of acting cool, is not because has anything to hold to read to Joyo.com, because he must guard against Amazon carefully. 李牧之所以拒绝的这么干脆,不是因为装逼,也不是因为对卓越网有什么执念,只是因为他必须要小心提防着亚马逊 Amazon is e-Commerce Corporation of 1 st in the world ranking, its previous life had not developed in China, the key reason looks like on Li Mu three points. 亚马逊是世界排名第一的电子商务公司,它上辈子华夏之所以一直没有发展起来,关键原因在李牧看来就三点。 First, Amazon took the same tortuous path with Joyo.com, comes up first to cut into from the books audio and video, actually neglected the genuine books audio and video just not to need in China, but was the fans economy, will buy the genuine books audio and video, either was the routine genuine user, either did not care about between the multi- flowers and pirating real fans of that price difference, the genuine books audio and video industry in China of ten hundreds of millions population was a small numerous market, you your image binding in this category, the vivid shackles were too serious, under the influence of Jingdong, the domestic consumer will have several to buy the electrical appliances first to think of Amazon? The Dangdang net half-dead reason to a certain extent is also this ; 第一,亚马逊卓越网走了一样的弯路,一上来先从图书音像切入,却忽略了正版图书音像在华夏根本就不是刚需,而是粉丝经济,会买正版图书音像的,要么是习惯性的正版用户,要么是不在意多花与盗版之间那点差价的真粉丝,正版图书音像行业在十几亿人口的华夏本来就是个小众市场,你还偏偏把自己的形象绑定在这个类别上,形象桎梏太严重,在京东的影响下,国内消费者有几个买家电会先想到亚马逊的?当当网一直半死不活的原因某种程度上也是这样; Second, Amazon does not understand the China market, logistics and distribution of algorithm and offline of operation from online and website, played is US (America) market that set, is naturally unaccustomed to the climate in China ; 第二,亚马逊不了解华夏市场,从线上的运营、网站的算法、线下的物流配送,玩的都是美国市场那一套,在华夏自然要水土不服; Third, the Joyo Amazon overall team level is insufficient, Ong Khan magnificence director Joyo Amazon so many years, not only have nothing worthwhile, in time that China internet and e-Commerce blowout several times, he cannot lead Joyo Amazon to keep up with the rhythm ; 第三,卓越亚马逊的整体团队水平不足,王汗华主政卓越亚马逊这么多年,不仅仅是乏善可陈,在华夏互联网电子商务几次井喷的时代,他都没能带领卓越亚马逊跟上节奏; Said that seems Amazon nothing to be afraid, but in the final analysis, this is the previous life situation. 说起来好像亚马逊不足为惧,但说到底,这是上辈子的情况。 The previous life China e-Commerce market may not have so abnormal Taobao in 2002 ; Even if previous life arrives at Amazon purchased Joyo the time, domestic e-Commerce still just started to germinate, everyone crosses the river while feeling the stones ; Now, the domestic e-Commerce steel-smelting furnace had been lit by oneself ahead of time, the overseas capital is certainly paying attention, moreover certainly will make the corresponding movement quickly, but the overseas giant will also realize the strong potential of domestic market, thus makes to enter the decision of China compared with previous life early. 上辈子华夏电子商务市场在2002年可没有一个如此变态的淘宝;上辈子就算是到了亚马逊收购卓越的时候,国内电子商务也只是刚刚开始萌芽,大家都是摸着石头过河;现在,国内电商的炼钢炉已经被自己提前点燃,海外资本一定在关注,而且一定会很快做出相应动作,而海外的巨头也会意识到国内市场的强大潜力,从而比上辈子更早做出进入华夏的决定。 Let alone, Li Mu takes relatively mature B2C and C2C pattern, other enterprises do not need to cross the river while feeling the stones, only needed to stare, with a sudden burst to pursue is enough. 更何况,李牧已经把相对成熟的B2C、C2C模式拿了出来,其他企业不需要摸着石头过河,只需要盯着自己、卯足劲追赶就足够了。 Before Apple has not promoted iPhone, any phonemakers do not think that must promote many points of touching, to abolish the entity key, if not Jobs, nowadays the hounded cell phone possibly is Nokia N200, but, once Jobs promoted iPhone , to promote the huge revolution of the world handset industry immediately, from at first only then iPhone model of a cell phone that does not have the entity keyboard, in several years, turned almost could not find model of a cell phone that provides the entity keyboard, even blackberry GG, but also is not enough to explain the situation? 苹果没有推出iphone之前,任何手机生产商都不会想到要推动多点触摸、废除实体按键,如果不是乔布斯,现如今被人追捧的手机可能是诺基亚N200,但是,一旦乔布斯推出了iphone,就立刻推动了全世界手机行业的巨大革命,从最初只有iphone一款没有实体键盘的手机,短短几年时间里,就变成了几乎找不到一款配备实体键盘的手机,连黑莓都GG了,还不足以说明情况? Li Mu does not dare to be on par with Jobs, revolution that but BUG of rebirth brings to the domestic internet industry at present, in the influence level is also same, because oneself put out the new method, to obtain the unprecedented success, in the future entire industry method will change. 李牧不敢跟乔布斯比肩,但是目前自己重生的BUG给国内互联网行业带来的革命,在影响层面也是一样,因为自己拿出了新的玩法、取得了空前的成功,往后的整个行业玩法都会变。 If Amazon comes China ahead of time, if Amazon changes the previous life repertoire because of own appearance, when the time comes what to do oneself should? Amazon present market value already at least 80 hundred million USD high and low, if he trades a repertoire, to come China to play this Game earnestly, oneself not necessarily are his opponent. 如果亚马逊提前来华夏,如果亚马逊因为自己的出现而改变上辈子的套路,自己到时候该怎么办?亚马逊现在的市值已经至少80亿美元上下了,如果他换个套路、来华夏认真玩这个游戏,自己未必是他的对手。 Li Mu does not think that incorporated with great difficulty Brother Liu and Jingdong deletes after the river of history, attracts Amazon this world-class giant, if ten years later the eldest child in China B2C market is Amazon, oneself instead became the criminal of China internet industry. 李牧不想自己好不容易收编了刘师兄、把京东从历史的长河里删除之后,又引来亚马逊这个世界级巨头,如果十年后华夏B2C市场的老大是亚马逊,那自己反而成了华夏互联网行业的罪人。 Therefore Li Mu now on an idea, rapid growth oneself, while is Amazon enters China to prepare ahead of time! 所以李牧现在就一个想法,一边快速发展自身,一边提前为亚马逊进入华夏做准备! If Amazon comes the domestic development, at present the home suits company two that they purchase, Joyo and Dangdang, if purchases random one of the two companies, Amazon can have certain foundation in China directly, quite therefore first took over Normandy, following log in also becomes much simpler, gathers the army to launch the follow-up attack directly. 亚马逊如果来国内发展,眼下国内适合他们收购的公司就两个,卓越当当,如果收购这两家公司的任意一家,亚马逊都能够直接在华夏拥有一定的基础,相当于是先攻下了诺曼底,后续的登陆也就变得简单得多,直接聚集部队就可以发动后续进攻。 Therefore, Li Mu current on an idea, purchasing Joyo.com is its one, withering Dangdang is its two. 所以,李牧当前就一个想法,收购卓越网是其一,干死当当是其二。 If purchases Joyo to be inadequate, withers these two, like this waits for Amazon to come China again time, they must first overcome a log in point, then gathers the army, to launch the attack again, oneself can not have the temporary lodging while him when the time comes, the ambush, it has hundred hundred million USD sale prices full power when the time comes even if, cannot do to itself in the China market. 如果收购卓越不成,就把这两家都干死,这样等亚马逊再来华夏的时候,他们就得先打下一个登陆点,然后再聚集部队、再发动进攻,自己到时候就可以趁他没有落脚之地,全力狙击,到时候纵使它坐拥百亿美元身价,在华夏市场上也奈何不了自己。 In this case, oneself must the capitalization purchase Joyo.com, if controls stock and spends money to make it stand in line few with the resources, once some people give more money and resources time, it will consider to stand in line immediately, if really prepares to betray itself, to stand in the opponent camp, oneself absolutely do not have the means that after all oneself are only a shareholder, but is not the holding party. 这种情况下,自己必须全资收购卓越网,如果只是少量控股、用钱和资源让它站队,一旦有人给出比自己更多的钱和资源的时候,它就立刻会考虑重新站队,万一真准备背叛自己、站到对手阵营中,自己也完全没有办法,毕竟自己只是股东而并非控股方。 Ele.me and Meituan these two goes 20 enterprises to have has changed sign things, Tencent, when the Ele.me D rounds enter, occupying the stock are few, Ali round starts to throw from Meituan B to D rounds, accounting for a proportion is not high, later matter tragedy, Boss Ma wholeheartedly wants to control stock Meituan, result stubborn youngster king Xing is in a rage, leads Meituan and populace review merges, later then switched under Tencent, became the Tencent biological son, Ali can only fling the tears to stir up rebellion Tencent adopted son Ele.me. 饿了么美团这两个外卖O2O企业就曾经发生过“换牌”的事情,腾训饿了么的D轮的时候才进入,占股较少,阿里从美团的B轮开始一直投到D轮,占股比例也不高,随后的事情就很悲剧了,马老板一心想控股美团,结果倔强少年王星在一怒之下,带着美团与大众点评合并,随后便转投到了腾训麾下,成了腾训的亲儿子,阿里只能甩泪策反了腾训的干儿子饿了么 Li Mu does not think in own camp has a Meituan such unstabilizing factor, does not think that under has king Xing a like this stubborn youngster, in the strategic significance significant situation, oneself on both kinds of preparation, or the capitalization purchase, either make war comprehensively. 李牧可不想自己的阵营里有一个美团这样的不稳定因素,也不想自己麾下有一个王星这样的倔强少年,战略意义重大的情况下,自己就两手准备,要么全资收购,要么全面开战。 Therefore he gives the Teacher Lei attitude also to understand very clearly: Not having the team can stand, you, or Joyo.com, at present in the qualifications that in front of Taobao was unable to stand in line. 所以他给雷教主的态度也十分清楚明白:没队可以站,你,或者说卓越网,目前在淘宝面前还没有可以站队的资格。 Teacher Lei adjusts at this moment own mood, the opportunity of since mediating did not have, that discussed the purchase, he is not willing to make war with Taobao with Joyo.com, the Taobao back had YY, to have Alipay , to have own logistics immediately, the Joyo back had two father: Kingsoft, has Lenovo | mental association, but these two fathers can only provide money, actually could not provide any truly useful resources. 雷教主此刻调整一下自己的心情,既然斡旋的机会没了,那就谈收购吧,他可不愿意拿卓越网淘宝开战,淘宝背后有YY、有支付宝、马上还要有自己的物流,卓越背后有两个爹:金山、有联想,但是这两个爹只能提供钱,却提供不了任何真正有用的资源。 What is more serious, the Li Mu's Taobao net gave the Joyo.com such huge impact, these two fathers invest money the interest not to have now continually, only wants to hurry to sell the child. 更严重的是,李牧的淘宝网给了卓越网这么巨大的冲击,以至于这两位爹现在连投钱的兴趣都没了,只想赶紧把孩子卖了。 Therefore, in this case, Teacher Lei slightly hesitates, then asks Li Mu: Chief Li, what kind of offer are you willing to open to Joyo.com?” 所以,这种情况下,雷教主只是略一迟疑,便开口问李牧:“李总,你愿意给卓越网开怎样的offer?” The Joyo present prospect is not very optimistic, previous life clenches teeth to insist that sold 7500 ten thousand USD to 2004, in 2002 the Taobao net has not appeared even, it most was still great on 3000 ten thousand USD estimate values, is the Taobao net its audio-video product sale the inconsistency of business impact, the overall estimate value of enterprise will definitely also sell at a discount greatly. 卓越现在的前景很不乐观,上辈子咬牙坚持到2004年才卖了7500万美元,2002年就算是淘宝网没出现,它最多也就3000万美元的估值了不起了,可是淘宝网把它音像制品销售的业务冲击的七零八落,企业的整体估值肯定还会大打折扣。 internet is an altitude pays great attention to the development trend space the industry, the earning, if promotes 50% in the original foundation, then the company estimate value may promote 100%, if on the contrary the earning drops 50% in the original foundation, then the company estimate value may drop 75% and even higher, mainly is also because this industry estimate value bubble was very high, once the performance crashes, estimate value bubble shatter speed also quick astonishment. 互联网是一个高度注重未来发展空间的行业,营收如果在原基础上提升50%,那么公司估值有可能会提升100%,相反如果营收在原基础上下降50%,那么公司估值有可能会下降75%甚至更高,主要也是因为这个行业估值泡沫本来就很高,所以一旦业绩崩盘,估值泡沫破碎的速度也快的惊人。 Considering this, Li Mu said: Offer that I can give at present is 8300 ten thousand RMB cash purchases.” 考虑到这一层,李牧说:“我目前能给的offer是八千三万人民币现金收购。” 83 million, according to 8.27 RMB and USD exchange rates, is just right Ten Million USD...... 八千三百万,按照8.27的人民币美元汇率,也就是正好一千万美元…… The Chief Lei expression is startled, is really respects and hates to Li Mu at heart. 雷总表情一怔,心里真是对李牧又敬又恨。 Respect, what is he grasps the pain spot assurance was really accurate, coming beforehand Chief Lei to have the psychological expectation, considering the Li Mu consistent repertoire and wrist/skill, he definitely not to what premium, therefore Chief Lei own psychology highest estimate was 1500 million USD, if his initial price 1500 million USD, oneself perhaps without hesitation will accept this offer, the father who Kingsoft and Lenovo | mental association these two let go of eagerly will definitely not reject, but if his initial price were lower than 1000 ten thousand USD, that will also be affirmative rejection without hesitation he, was below this price, did not accept, two father also accepted affirmative. But Li Mu just initial price 1000 ten thousand USD, to own minimum lower limit, calculated is really extremely astute. 敬的,是他把握痛点把握的真是太精准了,来之前雷总就有过心理预期,鉴于李牧一贯的套路和手腕,他肯定不会给什么溢价,所以雷总自己的心理最高预估是一千五百万美元,如果他开价一千五百万美元,自己恐怕毫不犹豫的就会接受这个offer,金山联想这两个急于脱手的爹也肯定不会拒绝,但是如果他开价低于1000万美元,那自己也肯定会毫不犹豫的拒绝他,低于这个价格,自己接受不了,两个爹也肯定接受不了,而李牧偏偏就刚好开价1000万美元,到自己的最低底限,盘算的实在是太过精明。 Hates, is Li Mu this accurate assurance ability, this price was too ruthless, if Li Mu insisted that this offer, that this price certainly by oneself is cursing angrily at heart, while signs the agreement with tears, then in the next several years, will often recall Joyo.com, will pain at heart. 恨的,也是李牧这种精准的把握能力,这个价格太狠了,如果李牧坚持这个报价,那这个价格一定会让自己一边在心里怒骂,一边含泪签下协议,然后在未来的数年内,每每回想起卓越网,心里都会隐隐作痛。 Chief Lei also hopes that Li Mu comes up a low price, for follow-up offering a very low price, therefore he said to Li Mu: Estimate value that us the comparison can accept, should not be lower than 1500 ten thousand USD, the Jaridatouk price was a little is too low.” 雷总也希望李牧只是一上来开个低价,为了方便后续的杀价,于是他开口对李牧说:“我们这边比较能够接受的估值,应该不低于1500万美元,您的报价实在是有点太低了。” Low?” Li Mu shows a faint smile, said: „The Joyo.com business was attacked big, the estimate value sells at a discount greatly is inevitable, what is most essential, the Taobao net only makes the audio-video product now, the books we had not involved, if we start the books business, several months later, the Joyo.com business will certainly be under a more powerful impact, by that time, my offer certainly will also be lower, even gives up offering also perhaps.” “低吗?”李牧微微一笑,说道:“卓越网的业务受到不小的冲击,估值大打折扣是无可避免的,最关键的是,淘宝网现在只做了音像制品,图书我们还没有介入,如果我们启动图书业务,几个月后,卓越网的业务一定会受到更强烈的冲击,到那个时候,我的报价也一定会更低,甚至放弃报价也说不定。” Li Mu said did not say things just to frighten people, if the Taobao net must get rid of Joyo, was not the difficult matter, reason that must purchase, wants to save the time, the time came money was more important. 李牧说的并不是危言耸听,如果淘宝网要干掉卓越,根本就不是什么难事,之所以要收购,就是想省时间,时间远比金钱来的更重要。 Teacher Lei hears Li Mu is so direct, many some that words saying are not convinced at heart, earnest saying: Chief Li, audio-video product, Taobao has the star Tieba (Post It) resources, is truly easy to do in a big way, but books business, Joyo.com has done was very long, cooperation between we and major publishing houses and publication companies is very close, these resources values are also big.” 雷教主听到李牧把话说的这么直接,心里多少有些不服气,认真的说道:“李总,音像制品方面,淘宝有明星贴吧的资源,确实非常容易做大,但是图书这一块业务,卓越网已经做了很久了,我们跟各大出版社、出版公司之间的合作关系是非常密切的,这些资源本身价值也非常大。” Li Mu gives a calm smile, changes the topic saying: Chief Lei, does not know you to understand, besides the middle-and-small seller, other has the knot doing accounts period in the product of Taobao sell, our B2C business is lying 3 billion trundle cash pools in the Alipay account, moreover in the increase of Taobao daily sales volume, but continually promotes, even waits for the Brand Day account period to expire, we still at least can guarantee that the account cash pool is not lower than 1.5 billion, moreover growth with stability, under guaranteeing the premise of Taobao net volume of trade speed-up, these cash I can control theoretically freely, so long as Taobao does not go bankrupt, this sum of money I never need to make up neat.” 李牧淡然一笑,岔开话题说道:“雷总,不知道你了不了解,除了中小型卖家之外,其他所有在淘宝出售的产品都有结算账期,我们B2C业务在支付宝的账面上趴着三十亿的滚动现金池,而且还在随着淘宝日常销量的提升而不断提升,就算是等品牌日的账期到期,我们也至少能保证账面现金池不低于十五亿而且稳步增长,在保证淘宝网交易额增速的前提下,这些现金理论上我可以自由支配,只要淘宝不破产,这笔钱我永远不需要补齐。” Under Lei Jun heart with amazement, but then understands a moment later immediately Li Mu this word not empty, is only Brand Day one day has 2.683 billion sales volumes, these money may be the really gold/metal silver, if the Taobao B2C business presses a partner monthly account period, one month of normal 2 billion sales volumes, in that Li Mu account 2 billion available, the times moon/month need to settle accounts, the month also had 2 billion even more sales volumes, after this pen Qian Jin, gives in the partner settlement in January/one month the bill, remaining and before , 2 billion rolled to one. 雷君心下骇然,不过片刻之后便立刻明白李牧此言非虚,光是品牌日一天就有26.83亿的销售额,这些钱可都是真金白银,如果淘宝B2C业务压合作方一个月账期,一个月正常20亿销售额的话,那李牧账上就有20亿可用,次月需要结算的时候,刚过去的这一个月又有了20亿甚至更多的销售额,这笔钱进来之后给合作方结算上一月账单,剩下的和之前20亿又滚到了一起。 Long-term in the past, Li Mu is pressing partner one month of account period forever, to the partner termination and that day of Taobao network cooperation, or the Taobao net stopped the B2C business that day times moon/month needing to pay to the opposite party. 长期以往,李牧永远压着合作商一个月的账期,一直到合作商终止与淘宝网合作的那一天,或者淘宝网停止B2C业务的那一天的次月才需要支付给对方。 But cooperation of which cooperation chamber of commerce silly giving up and Taobao of? Which company also there is able to be capable of making Li Mu stop the B2C business? At present does not have, perhaps will not have in the next several years. 可哪个合作商会傻兮兮的放弃与淘宝的合作?又有哪个公司能够有能力让李牧停止B2C业务?眼下没有,未来几年内恐怕都不会有。 Therefore, theoretically, in Li Mu does not belong forever his, but actually completely by money of his free control, this sum of money according to the sales volume of Taobao B2C business but constantly changes, if the Taobao B2C business can achieve every month 10 billion sales volumes, in his hand 10 billion cash can use. 所以,理论上,李牧手里永远有一笔不属于他的,但却完全由他自由支配的钱,这笔钱根据淘宝B2C业务的销量而不断变化,如果淘宝B2C业务能够做到每月一百亿销售额,那他手里就有一百亿现金可以用。 This sum of money is the business settles accounts to have the account period the money, but naturally stimulating, the business will not have any comment, Li Mu, so long as can cash on time, how even if the Central Bank has no right to interfere with Li Mu to use. 这笔钱是商家结算存在账期而自然盘活出来的钱,商家不会有任何意见,李牧只要能够按时兑付,就算是央行都无权干涉李牧怎么使用。 Saw that some Teacher Lei expression non- natures, Li Mu revealed the fang at this time with a smile: Chief Lei, if I put out 30 million to support the books industry of Taobao, every time sells one book not only one cent not to gain, but also subsidizes user three Yuan, first sells 10 million books, when the time comes Joyo what to do?” 眼看雷教主表情有些不自然,李牧这时候笑着露出獠牙:“雷总,如果我拿出三千万来支持淘宝的图书产业,每卖一本书不仅一分钱不赚,还补贴用户三块钱,先卖一千万本,到时候卓越怎么办?” The Teacher Lei expression is stunned. 雷教主表情愕然。 Li Mu felt, oneself as if saw his internal monologue from the Teacher Lei expression: How can you be so shameless?! 李牧觉得,自己似乎从雷教主的表情里看到了他的内心独白:你怎么能这么无耻?! Therefore, Li Mu smiles, a face said at will: If you thought that like this burns money is too extravagant, I trade a repertoire again, for example: Every time buys a book from Taobao, may result in 3 YY coin exchange codes, when the time comes what to do that should Joyo?” 于是,李牧又笑了笑,一脸随意的说:“如果你觉得这样烧钱太铺张,那我再换个套路,比方说:每从淘宝买一本书,可得三个YY币兑换码,那到时候卓越又该怎么办?” A Teacher Lei face compels ignorant. 雷教主一脸懵逼。 Li Mu felt, oneself saw the new internal monologue from the Teacher Lei expression: Are you a person?! 李牧觉得,自己又从雷教主表情里看到了新的内心独白:你到底还是不是人?! Afterward, on the Li Mu face the happy expression was thicker, said: Or I employ two methods to achieve one goal simply, the user buys a book, a subsidy three Yuan cash, delivers 3 YY coins again, what to do Joyo should?” 随后,李牧脸上笑意更浓,说:“或者说我干脆双管齐下,用户买一本书,补贴三元现金,再送三个YY币,卓越该怎么办?” ...... …… Three chapters of 10000 + renewals deliver, please pay attention to WeChat: gz Boss uge( young master not song) non-periodical push first version renewal. 三章10000+的更新送到,请关注微信:gzbuge(公子不歌)不定期推送抢先版更新。
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