RINAPE :: Volume #9

#880: Three jointly resist Taobao

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Dangdang previous life is a waste firewood, therefore Li Mu at heart is indelib treated as the waste firewood it. 当当上辈子就是个废柴,所以李牧心里先入为主的就把它当做了废柴。 However, Li Mu neglected a fact subjectively, because of own rebirth, the domestic internet pattern had changed. 但是,李牧主观上忽略了一个事实,因为自己的重生,国内互联网格局早就发生了变化。 previous life, Amazon hopes, when Joyo.com and in the Dangdang net two choose one, Li Guoqing because of own pride and arrogance, the instinct is to purchasing resists, therefore Amazon received Joyo finally, had afterward Joyo Amazon. 上辈子,亚马逊希望在卓越网和当当网中二选一的时候,李国清因为自己的骄傲与自大,本能是对收购非常抗拒的,所以亚马逊才最终收了卓越,才有了后来的卓越亚马逊。 At that time Li Guoqing was so self-confident, the key because of him cannot steamroll his opponent, even his strength be stronger than at that time a section Joyo.com. 那个时候李国清之所以这么自信,关键是因为他那个时候并没有一个能够碾压他的对手,甚至他的实力要比卓越网强出一截。 But the situation has the huge change now, first „Joyo Amazon” was not possible to have, because Joyo has become Taobao part . Moreover the Li Guoqing circumstances also and previous life Amazon entered China time different, like Su Yingxue said that he definitely knows now a person resistance must die without doubt, therefore he will certainly put down to be arrogant and self-confident, sought for the ally on own initiative, or backer. 可现在情况发生了巨大的变化,首先“卓越亚马逊”是不可能有了,因为卓越已经成了淘宝的一部分,而且李国清的境遇也和上辈子亚马逊进入华夏的时候不同,就像苏映雪说的,他现在肯定知道一个人抵抗必死无疑,所以他一定会放下高傲和自信,主动寻找盟友,或者靠山。 The situation changed, all change, the social ease is also one of them. 局势变了,一切都会变,态度自然也是其中之一。 So long as Dangdang does not sit waiting for death, the choice question of ally or backer, he meets two to choose one, even is both elects. 只要当当不坐以待毙,盟友还是靠山的选择题,他一定会二选一,甚至是两者都选。 To understand that this, Li Mu is annoyed own inflation with excessively self-confidently, while is pondering the way, was also rejoicing at heart, Su Yingxue considered this for oneself luckily. 想明白这一层,李牧一边懊恼自己的膨胀与过度自信,一边思考着应对办法,同时也在心里庆幸,幸好苏映雪替自己考虑到了这一层。 By her such reminder, Li Mu was stroked clear the following advancement rhythm at heart instantaneously, first is most important is the daily use articles that Taobao will get online this month promotes sales greatly, if this weaponry hit, established the pattern and foundation of Taobao net internally e-Commerce domain a war, let the national Internet users through the Taobao net, earnestly Online shopping and life linked. 被她这么一提醒,李牧心里瞬间捋清了接下来的推进节奏,首先重中之重是淘宝本月将上线的日用百货大促销,这一仗如果打好了,将一战奠定淘宝网在国内电子商务领域的格局与基础,让全国网民通过淘宝网,切实将网购与生活联系在一起。 In addition, oneself layout YY globalization at the same time, but must guard against Dangdang and Alibaba, so as to avoid these two moved oneself e-Commerce foundation through any means that results in the time to pay attention to ebay and amazon sound, once they really must intensify the development effort in magnificent, when the time comes oneself must think that they initiate the blocking action simultaneously. 除此之外,自己布局yy全球化的同时,还要提防当当和阿里吧吧,免得这两者通过任何办法动了自己电商的根基,更得时刻留意ebay、amazon的动静,一旦他们真要在华加大发展力度,到时候自己还得想他们同时发起阻击战。 Two people chatted were too many, has chatted to the night, Su Yingxue must meet and accompany with Wang Xinran her to go to the school registration early tomorrow morning, therefore two people then supported to sleep, Su Yingxue rested actually quickly, some Li Mu losing sleep, in the brain have actually been thinking that oneself various strategic layouts, to fell asleep late at night. 两人聊了太多,一直聊至深夜,苏映雪明天一早还要跟王欣然碰面、陪她去学校报到,所以两人便相拥而眠,苏映雪倒是睡得很快,李牧却有些失眠,脑子里一直在想自己的各种战略布局,一直到后半夜才堪堪睡着。 By the next morning, Su Yingxue gets out of bed early washing, changed the body clean clothes, returned to the bedroom to kiss Li Mu one gently, this went out quietly, ahead of time went to Renmin and other Wang Xinran. 到翌日早晨,苏映雪早早起床洗漱,换了身干净的衣服,又返回卧室轻轻亲了李牧一口,这才悄悄出门,提前去人大等王欣然。 She knows Wang Xinran this girl ghost fine ghost essence, reason that before by her is known oneself with the matter that Li Mu is in love , because do not know that she bookstore cat near school, has been seeing with own eyes oneself and Li Mu's intimate action, if by her is known oneself had not returned to the bedroom last night, but rested in Li Mu there, perhaps this girl must inform with the family/home. 她知道王欣然这丫头鬼精鬼精的,之前之所以被她知道自己跟李牧谈恋爱的事情,就是因为自己并不知道她早就在学校附近的书店猫着,亲眼见到自己与李牧的亲密举动,如果被她知道自己昨晚没回寝室,而是睡在了李牧那里,这丫头没准又要跟家里告密。 Li Mu rests late, a sleep/felt rests to ten o'clock has not awaked, just crossed ten points, the vibration of cell phone humming sound humming sound under the pillow, Li Mu then awakens from the fond dream, puts out a hand to fish out the telephone to look, what hits is Teacher Lei Lei Jun. 李牧睡得晚,一觉睡到十点钟还都没有睡醒,刚过十点,手机在枕头底下嗡嗡嗡嗡的震动起来,李牧这才从美梦中惊醒,伸手摸出电话一看,打来的是雷教主雷君。 Remembered to his commission, Li Mu recovered last night all of a sudden, leaps one to sit sets out, connects the call then to ask: „Did Chief Lei, have the news?” 想起昨晚给他的嘱托,李牧一下子回过神来,腾地一下坐起身,接通电话便问:“雷总,有消息了吗？” Telephone that head, the Teacher Lei sound is serious: „Chief Li, the situation is a little complex!” 电话那头,雷教主的声音非常严肃:“李总,情况有点复杂！” Li Mu busy say/way: „Does not worry, slowly said!” 李牧忙道:“不着急,慢慢说！” Teacher Lei un, said: „I looked for friend understanding in some industries to chat last night, synthesizes several views, obtained a quite accurate result probably.” 雷教主嗯了一声,说:“我昨晚找一些行业内的朋友了解聊一下,综合几家的说法,大概得出了一个比较确切的结果。” Saying, Teacher Lei, was saying every single word or phrase: „You disclosed that on the television must vigorously advance the books sales operation the second day, Li Guoqing flies Shanghai, he first saw the person of Eachnet, then went to Hangzhou to see Boss Ma.” 说着,雷教主顿了顿,一字一句的说:“你在电视上披露出要大力推进图书销售业务的第二天,李国清就飞去了沪市,他先是见了易趣的人,然后又去杭城见了马老板。” Li Mu hastily closely examines: „What result?” 李牧急忙追问:“什么结果？” Teacher Lei said: „Eachnet is not interested in Dangdang, but Boss Ma is actually positive, it is said that he must cover on consumer to consumer website not to analyze from Ali the hand, then + the way of certain cash entire merges the Dangdang net with 19% stocks.” 雷教主说:“易趣对当当不感兴趣,但是马老板倒是非常积极,据说他要把手里一直捂着没上的c2c网站从阿里拆分出来,然后用19%股份+一定现金的方式把当当网整个并购进来。” Li Mu frowns: „Boss Ma website has not gotten online, can only this website 19% stock + cash, make Li Guoqing be merged voluntarily? Also, why can precisely to 19%?” 李牧皱起眉头:“马老板的网站还没上线,单凭这一个网站19%的股份+现金,就能让李国清自愿被并购？再说,为什么非要精确到19%？” Teacher Lei said: „I have not told you, this matter is not the Boss Ma resolution company then merges Dangdang is so simple, actually yes, Softbank acts to be a go-, takes to bring in Amazon, Amazon at 500 million estimate values, buys stock in 30%. In this case, the stockholder's rights assignment about this new company, is Alibaba owns stocks 51%, Amazon to own stocks 30%, Dangdang nets to own stocks 19%.” 雷教主说:“我还没跟你说完,这件事不是马老板拆分公司然后并购当当这么简单,其实是,软银出面牵线,把亚马逊带进来,亚马逊以5亿估值,入股30%。这样的话,关于这个新公司的股权分配,就是阿里吧吧持股51%、亚马逊持股30%、当当网持股19%。” Li Mu thump, mother, such how many day of times, their three did reach the cooperation intention at heart? 李牧心里咯噔一下,妈的,就这么几天工夫,他们三家就达成合作意向了？ After all is the platform that Boss Ma does, Ali controls stock absolutely can understand actually, after all the back also has Softbank this powerful Venture Capital support, but at present estimate value about hundred hundred million USD are Amazon, willing the China market to be a supporting role? 毕竟是马老板搞出来的平台,阿里绝对控股倒是可以理解,毕竟背后还有软银这个强大的风投支撑,但是眼下估值近百亿美元的亚马逊,怎么也甘愿来华夏市场做个配角了？ Regarding Li Mu's this issue, the reply of Teacher Lei is: „They seemed like achieve in secret to betting the agreement, Ali and Dangdang were the assigner, Amazon are the bidders, concrete to betting the provision I was not quite clear, but it is said was if Ali and Dangdang won, Amazon held 30% stocks on the default ; If Ali and Dangdang lost, Amazon may hold 50% even more stocks.” 对于李牧的这个问题,雷教主的回答是:“他们好像是私下里达成了对赌协议,阿里和当当为出让方,亚马逊为收购方,具体的对赌条款我不太清楚,但据说是如果阿里和当当赢了,亚马逊就默认占有30%的股份;如果阿里和当当输了,亚马逊就可占有50%甚至更多的股份。” Li Mu then understood. 李牧这下明白了。 It is estimated that Amazon also realized, at present Taobao is very strong in the China foundation, they bring Qian Jin to come now, if starts to compete with Taobao from zero, is equal to drawing cash prepares for war and trains the army internally, waits for the operational training to fight a decisive battle with Taobao again, at the Taobao development speed , Amazon does not have the possibility of win in this case ; 估计亚马逊也意识到,眼下淘宝在华夏的根基已经很强,他们现在带着钱进来,如果从零开始跟淘宝竞争,等于是拿着钱在国内招兵买马、训练部队,等部队训练出来再跟淘宝决战,以淘宝的发展速度,这种情况下,亚马逊根本就不具备取胜的可能性; To Amazon, he must look for an appropriate point of application at present, or elects a right warlord internally, gives him directly the arms and ammunition, expands the army in his original foundation, this can realize rapidly forms stronger battle efficiency, goes to fight a decisive battle with the Taobao net. 对亚马逊来说,他眼下必须要找一个合适的着力点,或者说在国内选一个合适的军阀,直接给他武器弹药,在他原有的基础上扩充军队,这样就可以实现迅速形成更强大的战斗力,去跟淘宝网决战。 At present, if Amazon only purchases Dangdang, by Li Mu now in view of the ruthless spicy policy of Dangdang formulation, is basically impossible to succeed, therefore Amazon can only sacrifice the stockholder's rights temporarily, looks for one to be stronger than again warlord Dangdang, throws two one time, otherwise he, if threw Dangdang, turns head, not only has Taobao this powerful enemy, LeTao this potential opponent. 眼下,亚马逊如果只收购当当,以李牧现在针对当当制定的狠辣政策,基本上不可能成功,所以亚马逊只能暂时牺牲股权,再找一个比当当强一些的军阀,一次投两个,否则他如果投了当当,一扭头不但有淘宝这个劲敌,还有乐淘这个潜在的对手。 If three cooperate, to Amazon, is bigger in the possibility that the China market stood firmly, had let alone to betting the agreement, if Ali and Dangdang lost, he can realize the holding and changing from guest to host ; 如果三家合作,对亚马逊来说,在华夏市场站住脚的可能性就大了很多,更何况还有对赌协议,如果阿里和当当输了,他就能实现控股、反客为主; Even if Ali and Dangdang have not lost, the tray that so long as this three countries build now with joint forces can constrain the leg of Taobao, not to make Taobao expand rapidly, Amazon can take advantage that this opportunity, having website takes into China, when the time comes Taobao and LeTao die to pinch, Amazon can take the opportunity to start. 就算是阿里和当当没输,只要现在这个三国合力打造的盘子能够拖住淘宝的腿、不让淘宝迅速壮大,亚马逊就可以趁这个机会,把自有网站带进华夏,到时候淘宝和乐淘死掐,亚马逊就可以借机起步。 Therefore overall, these three regarded as the biggest enemy Taobao. 所以整体看来,这三家都是把淘宝视作了最大的敌人。 Li Mu mood many are somewhat anxious, worry that didn't expect Su Yingxue said last night, today on language to become prophecy/omen. 李牧心情多少有些紧张,没想到苏映雪昨晚说的担忧,今天就一语成谶。 If these three stick together with oneself does against, that Taobao next step also really filled the crisis, Taobao now the foundation not steady, the user viscosity is not steady, opposite party three stick together, not only there is a Amazon this e-Commerce giant, back also big capital Softbank, is equivalent to behind a company to have two big capital to support, own Taobao may not have the capital to support! 如果这三家抱团跟自己对着干,那淘宝的下一步还真是充满了危机,淘宝现在根基不稳、用户粘度不稳,对方三家抱团,不但有亚马逊这个电商巨擘,背后还有一个大资本软银,也就相当于一个公司背后有两个大资本在支撑,自己的淘宝可没资本支撑啊！ In this case, Boss Ma thinks that also has the energy, if he also with oneself compared with burning money, that was really awfully, once entered the drop drop and quick that clenching teeth first to consume whose competitive pattern compared with whom, oneself not necessarily had the opportunity of win. 在这种情况下,马老板想必也更有底气,如果他也跟自己比烧钱,那真是要命了,一旦进入滴滴、快的那种咬牙比谁先耗死谁的竞争模式,自己未必有取胜的机会。 Thinks of here, Li Mu jumps down the bed immediately, even has not thought how with enough time Su Yingxue, has not blurted then to ask Teacher Lei: „Their three make this new company with joint forces, the trend in what business has?” 想到这里,李牧顿时跳下床,甚至都没来得及想苏映雪怎么没在,脱口便问雷教主:“他们三家合力做这个新公司,有什么业务上的动向没有？” Teacher Lei said: „This I had not inquired that direct news, what they block is very strict, but I obtained actually came from the evidences in other aspects.” 雷教主说:“这个我没打听到直接的消息,他们封锁的还是非常严密的,不过我倒是得到了一些来自其他方面的佐证。” „Said that looks.” “说说看。” Teacher Lei said: „I found the person to consult several TV Station and offline advertisement company, can be clear, Ali has been ahead of time with them was scheduled in mid this month to some advertisement resources of last ten days of the month, the affected area was broad, the television advertisement and paper media advertisement, the radio advertizing, the building advertisement, the public transportation station sign and chassis advertisement wait/etc, without a doubt, they are certainly fermenting to get online the activity, moreover this momentum that got online the activity was definitely big!” 雷教主说:“我找人咨询了几家电视台以及线下广告公司,可以明确一点,阿里已经提前跟他们预定了本月中旬到下旬的部分广告资源,涉及面非常广,电视广告、纸媒广告、电台广告、楼宇广告、公交站牌及车体广告等等,毫无疑问,他们一定在酝酿上线活动,而且这个上线活动的声势肯定不小！” Li Mu is nipping the lower lip, pondered over for quite a while. 李牧咬着下唇,琢磨了半天。 Without a doubt, the Boss Ma consumer to consumer platform has certainly developed, but still had not found the right online opportunity, the platform has not gotten online is actually scheduled so many advertisement resources ahead of time, definitely to get online the activity prepares, now most want to know that was actually Boss Ma to plan what online activity! 毫无疑问,马老板的c2c平台一定早就开发好了,只是一直没找到合适的上线机会,平台没上线却提前预定了这么多广告资源,肯定是为上线活动做准备,现在自己最想知道的,是马老板究竟策划了一个什么样的上线活动！ At present, oneself are also planning a large-scale daily use articles promotion, does not know that the opponent is taking advantage anything, if can determine the breakthrough point of opposite party ahead of time, ahead of time the layout, can perhaps fight a brilliant ambush warfare! 眼下,自己也在策划一个大规模的日用百货促销,就是不知道对手在打什么算盘,如果能够提前判定对方的切入点、提前布局,没准能打一场漂亮的伏击战！ Li Mu closely examines: „Can try to understand their online activity plan again?” 李牧追问:“能不能再试着了解一下他们的上线活动策划？” Teacher Lei said: „I can only give a try, but is not necessarily able to understand.” 雷教主说:“我只能试试看,但是未必能了解的到。” Li Mu un, thinks suddenly, e-Commerce industry, to make online to move, what also has besides the promotion other? Answer basically negative, truly effective e-Commerce activity, does not have his law except for the promotion again. 李牧嗯了一声,忽然想到,电子商务行业,如果想做线上活动,除了促销还有什么其他的吗？答案基本上是否定的,真正有效果的电商活动,除了促销再无他法。 Since must make the promotion, then long will certainly have the source of goods, Ali definitely does not have the source of goods foundation, but, Alibaba has the Boss 2 Boss platforms, on that almost is the production suppliers of various products! 既然是要做促销,那么久一定会有货源,阿里自己肯定是不具备货源基础的,但是,阿里吧吧是有b二b平台的,那上面几乎全是各种产品的生产供应商！ Li Mu universality of contradictions, takes off/escapes the tastes in a twinkling: „Chief Lei, finding the way to infiltrate to the major enterprises of retail, having a look at Alibaba to have with the well-known enterprise has the contact, if present, we can act according to the enterprise that he relates, concluded that what online activity he wants to engage in ; If Alibaba has not obtained anything to relate with the big enterprise, that finds the person to infiltrate to the small and medium-sized enterprise in Alibaba platform that side, I felt what promotion, regardless of Boss Ma must engage , the rightest supplier from the well-known enterprise, is not comes certainly from Alibaba!” 李牧霎时间茅塞顿开,脱口道:“雷总,想办法让人渗透到零售行业的各大企业,看看阿里吧吧有没有跟知名企业取得联系,如果有,我们就可以根据他联系的企业,断定他想做什么样的上线活动;如果阿里吧吧没有跟大企业取得什么联系,那就找人渗透到阿里吧吧平台上的中小型企业那边,我觉得无论马老板要做什么样的促销活动,最合适的供货商不是来自知名企业,就一定是来自阿里吧吧！” ( To be continued. 17-03-10 (未完待续。、,您的支持,就是我最大的动力。)17-03-10 02:06: 54 02:06:54
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