RINAPE :: Volume #9

#883: The gap of collaborator

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Amazon this time sends the executive who China comes and be responsible for the entire China business named Yang Weilian, is US (America) person who has 1/4 Chinese bloodlines, actually he is not surnamed Yang, because just his given name called William Young, therefore gave itself to have a Yang Weilian such Chinese name. 亚马逊这次派到华夏来、负责整个华夏业务的高管名叫杨威廉,是个拥有四分之一华人血统的美国人,其实他并不姓杨,只不过因为他的本名叫illiam.young,所以就给自己起了杨威廉这么一个中文名。 Before Yang Weilian comes China, belongs to offer up one's life bravely, Amazon from internet bubble burst time starts, to this year, struggles in the mire, this year starts the shadow that gets rid of the internet bubble burst to bring with great difficulty, entire Amazon starts gradually to turn losses into profit, completely in this case, Amazon thinks how to optimize the industrial pattern and consolidated domestic market, simply has not thought in this critical moment development overseas market. 杨威廉来华夏之前属于临危受命,亚马逊从互联网泡沫破裂的时候开始,一直到今年,都在泥潭里挣扎,今年才好不容易开始摆脱互联网泡沫破裂带来的阴影,整个亚马逊开始逐渐扭亏为盈,在这种情况下,亚马逊满心想的都是如何优化产业模式、巩固国内市场,根本没想过在这个关键时刻拓展海外市场。 However, suddenly the China government promotes „internet enters home” policy, making the US (America) internet giants focus on China this in huge markets that in abundance had 1.3 billion population. 但是,华夏政府忽然推出的“互联网进家”政策,让美国的互联网巨头们纷纷把注意力集中到了华夏这块拥有十三亿人口的巨大市场上。 To the US (America) capital and enterprise, the execution and propelling force of their very clear China government, this execution and propelling force great strength, are the West are unable to compare, for example the reform and opening, a policy made the entire world realize the strong execution of China government, therefore, in their eyes, so long as were the good policy of China government promotion, certainly was this industry biggest good. 对美国资本和企业来说,他们非常明白华夏政府的执行力以及推动力,这种执行力、推动力之强大,是西方根本无法比拟的,例如改革开放,一个政策就让全世界意识到了华夏政府的强大执行力,所以,在他们眼里,只要是华夏政府推动的利好政策,就一定是这个行业最大的利好。 Amazon also because of this policy, focused on the China market, after they discovered that China really has Taobao to have like this clear pattern, had the enterprise of big scale, almost immediately makes the decision: Must step in the China market immediately, once otherwise misses this opportunity, later wants to enter the China market, the difficulty was much bigger. 亚马逊也是因为这个政策,才把注意力集中到了华夏市场,当他们发现华夏竟然已经有淘宝这样有清晰模式、有较大规模的企业之后,几乎立刻就做出决定:必须马上涉足华夏市场,否则一旦错过这个机会,以后再想进入华夏市场,难度就大得多了。 Yang Weilian has the Chinese bloodline, will speak Chinese, to some China also certain understanding , he will be appointed as China Amazon eo for these reasons. 杨威廉有华人血统,会说汉语,对华夏也有一定的了解,也正是因为这些原因,他才会被任命为华夏亚马逊的eo。 At this time, Boss Li who Boss Ma that Yang Weilian looks at is red in the face, as well as stuffy does not say a word, especially is at heart uncomfortable, secretly thought: „If no a Taobao such archenemy to exist, Amazon is possible and your two China not well-known small business cooperation? These two people, absolutely does not have the pattern, a pattern small agitated.” 此时,杨威廉看着面红耳赤的马老板,以及闷不做声的李老板,心里格外不爽,暗道:“如果不是有淘宝这么一个大敌存在,亚马逊怎么可能和你们这两个华夏不知名小企业合作？这两个人,一个完全没有格局,一个格局小的让人烦躁。” Boss Ma is using the adept English to say to Yang Weilian at this time: „Our initial period cannot invest too high propaganda cost, RMB, is I thinks maximum upper limit within the reasonable limit ten million/countless, most supplements to 2 million dollars, cannot be many!” 马老板此时正在用娴熟的英语对杨威廉说道:“我们初期不能投入太高的宣传成本,一千万人民币,是我认为合理范围内的最高上限,最多最多追加到两百万美金,不能再多了！” Yang Weilian knocked the desktop, despises said to Boss Ma: „Chief Ma, the Taobao net has Muye Science and Technology to be the backing, the ability of online propaganda is powerful, if we do not expand the investment of propaganda promotion, how to forestall opponent by a show of strength under the threat of Taobao net?” 杨威廉敲了敲桌面,略带鄙夷的对马老板说道:“马总,淘宝网有牧野科技做后盾,线上宣传的能力强大至极,如果我们不加大宣传推广的投入,怎么在淘宝网的威胁下先声夺人？” Boss Ma said: „What we must do is competes with the Taobao variation, they by Brand Day, strengthened advantage of Taobao before the national consumers in electronic products sale, we use our promotions, establishes the advantage in daily use articles to us.” 马老板说:“我们要做的是跟淘宝差异化竞争,他们靠品牌日,在全国消费者面前强化了淘宝在电子产品销售上的优势,那我们就利用我们的促销活动,给我们奠定日用百货方面的优势。” Saying, Boss Ma was also saying: „Carries on certain propaganda promotion to be no doubt important in this foundation, but must have, at present in our LeTao account altogether on 3000 ten thousand USD, we must prepare for with Taobao hits protracted war, rather than comes up on the pattern of start heavy asset operation, once otherwise our funds cannot follow, all will throw away carelessly.” 说着,马老板又道:“在这个基础上进行一定的宣传推广固然重要,但一定要有个度,眼下我们乐淘的账面上一共就三千多万美元,我们要做好与淘宝打持久战的准备,而不是一上来就启动重资产运营的模式,否则一旦我们的资金跟不上,所有的一切都会打水漂。” LeTao that has not gotten online, why the estimate value 500 million, are not because this shell really valuable, but is Softbank and Amazon wants to set a main key from the beginning: We prepare to handle a big matter together, subscribes this main key, everyone is collecting money to do together. 一个还没有上线的乐淘,为什么估值五亿,并不是因为这个壳子真的值钱,而是软银和亚马逊要在一开始定一个基调:我们准备一起做一件多大的事情,订好这个基调,大家在一起凑钱出来干。 Amazon buys stock in 30% at five hundred million RMB estimate values, this hundred million 50 million RMB, do not give Boss Ma, but threw into the Hangzhou LeTao company account. 亚马逊以五亿人民币的估值入股30%,这一亿五千万人民币,并不是给了马老板,而是投进了杭城乐淘的公司账上。 Boss Ma is also same must draw cash by Softbank, being oneself and Softbank some funds makes up. 马老板也是一样要靠软银拿出钱来,把属于自己和软银的这部分资金补上。 Properly speaking, Ali accounted for 51%, must invest 255 million million RMB, because the LeTao entire tray was Ali completes, the team was Ali, frame were Ali build, used was also Ali's resources, therefore Ali enjoyed certain resources commutation, actual at 300 million estimate values, capital 153 million. 按理说,阿里占了51%,要出资两亿五千五百万人民币,但是因为乐淘整个盘子都是阿里做好了的,团队是阿里的、框架是阿里搭建的,用的也是阿里的资源,所以阿里享受一定的资源折现,实际以3亿的估值,注资1.53亿。 As for Li Guoqing of Dangdang net, the Dangdang net that he takes has certain value, therefore takes own investment part with the Dangdang net directly. 至于当当网的李国清,他拿进来的当当网是具备一定价值的,所以就直接用当当网做为自己的投资部分。 Dangdang net originally estimate value at least in five Ten Million USD levels, but by a Taobao such impact, although was lost is very big, but also compared with Joyo slightly, at present value thousand 7-8 1 million to two Ten Million USD about, almost one hundred million 50 million RMB. 当当网原本估值至少在五千万美元的水平,但被淘宝这么一冲击,虽然损失很大,但是也比卓越稍微强一点,眼下值个一千七八百万到两千万美元左右,差不多一亿五千万人民币。 If Li Guoqing invests by Dangdang completely, 500 million estimate values at least need to be passable to the Li Guoqing about 30% stocks, but Boss Ma does not favor to Li Guoqing, therefore does not hope that he occupies the stock is too high, initially then decided him to occupy the stock 19%, supplies the acquisition plan of his 50 million RMB cash again additionally, Li Guoqing knows own present danger is biggest, therefore complied with the proposition of Boss Ma without hesitation, in order to divides equally own danger to other partners. 如果李国清完全以当当入股,五亿估值至少要给李国清30%左右的股份才说得过去,不过马老板对李国清不是非常看好,所以不希望他占股太高,当初便定了一个他占股19%,再额外补给他五千万人民币现金的并购计划,李国清知道自己眼下危险最大,所以毫不犹豫的答应了马老板的提议,以求将自己的危险均摊给其他的合作伙伴。 Then, LeTao has almost two hundred million 50 million funds at present, are seemingly many, but after this sum of money must maintain a e-Commerce platform gets online the revolution, to with a Taobao net such great platform fight the protracted war, to maintain the team and continuous promoted investment that continually expands, therefore the synthesis looks like, two hundred million 50 million RMB are not many, calculates that becomes USD also on 30 million over. 如此一来,乐淘眼下有差不多两亿五千万的资金,看起来很多,但是这笔钱要维持一个电商平台上线后的运转、要和淘宝网这么一个大平台打持久战、要维持一支不断扩充的团队、持续不断的推广投入,所以综合看来,两亿五千万人民币并不算多,算成美元也就三千万出头。 Boss Ma also knows, has Li Mu , after LeTao gets online, possibility that 1-2 years in do not expect the profit, if money outburnt, everyone increases funding either, either finances outward. 马老板也知道,有李牧在,乐淘上线之后,1-2时间内根本不要奢望盈利的可能性,如果钱烧完了,大家要么增资,要么对外融资。 Amazon definitely is capable of increasing funding momentarily, but that side Softbank now to oneself somewhat disappointed, somewhat loses the confidence, otherwise they will not take into the LeTao project to do Amazon together, based on this situation, oneself must plan carefully, the discrete conduct, cannot too early outburn money, once otherwise Softbank thought that this is a bottomless pit, likely loses the confidence. 亚马逊肯定是有能力随时增资的,但是软银那边现在对自己有些失望,也有些失去信心,否则他们也不会把亚马逊带进乐淘的项目里来一起做,基于这种情况,自己更要精打细算、谨慎行事,千万不能太早把钱烧完,否则一旦软银觉得这是个无底洞,很可能失去信心。 Softbank is a capital firm, once they lose the confidence to the project, will definitely think the means leverage to leave, good to take money, invests other projects again. 软银是一家资本公司,一旦他们对项目失去信心,就肯定会想办法套现抽身,好把钱拿出来,再去投资其他项目。 But Amazon is e-Commerce Corporation, to the industry understands, moreover is very rich, when the time comes the most possible aspect is: Softbank sold to Amazon the stock directly, oneself the drawing cash buttocks walked on the racket, no matter the project becomes inadequate, the investment of Softbank can receive, perhaps can also have the profit. 而亚马逊是一家电商公司,对行业更懂而且又有的是钱,到时候最可能的局面就是:软银直接把股份卖给亚马逊,自己就拍拍拿钱屁股走了,不管项目成不成,软银的投资能收回去,没准还能有盈利。 At that time may be miserable, Amazon stood firm in China taking advantage of own shell, oneself actually lost Softbank this taking advantage, when the time comes Amazon occupied the stock absolutely, oneself and Li Guoqing might clean out very much, finally the true winner was Amazon and Softbank, did not have anything matter. 那个时候自己可就惨了,亚马逊借自己的壳子在华夏站稳脚跟,自己却失去了软银这个依仗,到时候亚马逊绝对占股,自己和李国清都很有可能被清洗出去,最后真正的赢家是亚马逊和软银,没自己什么事了。 It looks like in Boss Ma, Sun Zhengyi (Masayoshi Son) likely wants to leave a way out and make Amazon be LeTao will take over a business in the future, therefore draws Amazon, therefore Boss Ma must avoid occurrence of this situation full power. 在马老板看来,孙政义很可能就是想留个后路、让亚马逊未来为乐淘接盘,所以才把亚马逊拉进来,所以马老板必须要全力避免这种情况的发生。 In this regard, Boss Ma guesses very right. 关于这一点,马老板猜得很对。 Yang Weilian wants to make Boss Ma supplement to propagandize the investment in promoted , because has bigger plan, he hopes that LeTao comes up to burn money on the start the strategy, fast fever money, burns is quicker, the opponent more cannot keep up with the rhythm, so long as pulled open the rhythm, did not say surpasses, but can certainly stand firm fast. 杨威廉之所以想让马老板追加宣传推广方面的投入,就是因为有更大的谋划,他希望乐淘一上来就启动烧钱的策略,快速烧钱,烧的越快,对手就越跟不上节奏,只要拉开了节奏,不说赶超,但一定能够快速站稳脚跟。 Yang Weilian so-called standing firm, comes to a stop in the market share, to achieve this, LeTao is more certain much the large investment. 杨威廉所谓的站稳脚跟,是在市场份额上站稳,为了达到这个目的,乐淘一定得持续不断的大规模投入。 The e-Commerce platform profit was very difficult, let alone in this in the situation of having the strong opponent, must be ready that does not gain for a long time, in this foundation, if LeTao burns money speed to speed up, Softbank will certainly be frightened by this rhythm, if money outburns and starts quickly increases funding, Softbank must reconsider whether continues to follow up, if they conceive to quit, the Amazon direct investment buys the stock in Softbank, when the time comes absolute holding LeTao, but LeTao also had certain foundation in China, Amazon found the way through increasing funding again, purchase and other ways, forced Ali and Li Guoqing sells. Many stocks, can the dove occupy the magpie nest when the time comes, puts in the bag completely LeTao. 电商平台盈利本来就很困难,更何况在这种有强大对手的情况下,更要做好长期不盈利的准备,在这个基础上,如果乐淘烧钱速度能够加快,软银一定会被这个节奏吓到,如果钱很快烧完、启动增资,软银恐怕就要重新考虑是否继续跟进,如果他们萌生退意,亚马逊直接出资把软银手里的股份买过来,到时候绝对控股乐淘,而乐淘在华夏也具备了一定的基础,亚马逊再想办法通过增资、收购等方式,逼迫阿里和李国清出让更多的股份,到时候就可以鸠占鹊巢,完全把乐淘收入囊中。 The idea that Amazon has is, first looks for two China local enterprises to cultivate/repair the fortification to dig the trench together, waits for the fortification and trench digs, then thinks the means to drive out these two enterprises. 亚马逊打的主意就是,先找两个华夏本土企业一起修工事挖战壕,等工事和战壕挖好,再想办法把这两个企业赶出去。 Once Amazon realized this goal, can introduce more funds from the US (America) capital market directly, making massive USD converge them continuously in the bridgehead of China market, then by the irresistible offensive, captures the entire market share at one fell swoop. 一旦亚马逊实现了这个目的,就可以直接从美国资本市场引入更多的资金,让大量美元源源不断的汇入他们在华夏市场的这个桥头堡,然后以势不可挡的攻势,一举占领整个市场。 Because has own axe to grind, therefore Boss Ma and Yang Weilian do not cope from the beginning very much, each other looked that the opposite party is not quite pleasing to the eyes, before then, two people mutually look unpleasing to the eyes also hide at heart, however today's conference, two people contradictions shows for the first time. 正因为各怀鬼胎,所以马老板和杨威廉从一开始就很不对付,彼此看对方颇不顺眼,在此之前,两人互相看不顺眼也只是藏在心里,但是今天的会议,两人的矛盾第一次展现出来。 The Yang Weilian attitude is extremely firm, requesting Boss Ma must supplement to invest. 杨威廉态度极其坚决,要求马老板务必追加投入。 The Boss Ma attitude is firmer, even pounded on the table, said to Yang Weilian loudly: „Highest two million USD, this has given very big concessions! Were many one cent I!” 马老板的态度更坚决,甚至拍起了桌子,大声对杨威廉说:“最高两百万美元,这已经给了很大让步了！多了一分钱我都不出！” Yang Weilian air/Qi same pounds the table: „Chief Ma, our cooperation just started, please do not make the fissure and gap at the beginning of the cooperation in everyone!” 杨威廉气的同样拍案而起:“马总,我们的合作刚刚开始,请你不要在合作之初就在大家心里制造裂痕和间隙！” Boss Ma coldly said: „If Mr. Yang does not feel satisfied, can withdraw from this conference greatly, do not forget Amazon to own stocks to only have 30%, even Chief Li still supports your strategy, I will not agree!” 马老板冷冷道:“如果杨先生感觉不满意,大可以退出这次会议,别忘了亚马逊持股只有30%,就算李总也支持你的策略,我也不会同意！” Saying, Boss Ma is pointing at itself, extreme domineering said every single word or phrase: „Here, I decide!” 说着,马老板指着自己,极端强势的一字一句道:“这里,我说了算！” Boss Ma is a territory consciousness extremely heavy person, managing the wrist/skill is extremely strong, previous life Sun Zhengyi (Masayoshi Son) and Yahoo add are not his opponent, will otherwise Alipay break among the agreement control relations with Alibaba and to separate from the Ali system? 马老板是一个领地意识极重的人,管理手腕极其强势,上辈子孙政义和雅虎加起来也不是他的对手,否则支付宝又怎么会断了与阿里吧吧之间的协议控制关系、从阿里体系里分离出去？ Yang Weilian had not truly realized, is short emaciated, seemingly delicate Boss Ma, so will be unexpectedly strong, wants to bring the pressure on him, didn't expect he presses itself with the holding directly, a leeway does not remain to oneself, therefore can only resentful temporary cease all activities. 杨威廉确实没意识到,身材矮小瘦弱、看起来弱不禁风的马老板,竟然会这么强势,原本想给他施加压力,没想到他直接拿控股来压自己,一点余地都不给自己留,于是只能悻悻的暂时偃旗息鼓。 In the surface although no longer insisted, however in Yang Weilian at heart, he has set firm resolve secretly, if Boss Ma such person keeps LeTao, Amazon wants to enter the China possibility to be under very big threat taking advantage of the shell, therefore the then matter of primary importance, how makes him get the hell out from LeTao! 表面上虽然不再坚持,但是在杨威廉的心里,他已经暗暗下定决心,马老板这样的人如果留在乐淘,亚马逊想借壳进华夏的可能性就会受到很大的威胁,所以自己接下来最重要的事情,就是如何让他从乐淘滚蛋！
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