RINAPE :: Volume #10

#903: In the middle in Qichu

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When new tycoon to go on stage, will confuse all the rhythm with stage, because no one understood that the working style of this new tycoon, is conservative or radical, is sane or biased, once he makes any action, will arouse everyone's close interest, no one dares to treat it lightly. 新的大亨登场时,会搅乱所有同台者的节奏,因为没人了解这位新大亨的做事风格,是保守还是激进、是理智还是偏执,一旦他做出任何举动,都会引起所有人的密切关注,谁也不敢对其掉以轻心。 To Meg Whitman, Li Mu is such a new to go on stage tycoon. 对梅格・惠特曼来说,李牧就是这样一个新登场的大亨。 The time proceeds to push for a month, Meg Whitman does not know that who Li Mu is, does not know that Muye Science and Technology is what ghost, but when the China government promotes „internet to enter family/home” policy and status of by government personally promotes the China internet industry growth, is in the US (America) internet big shot, heard the Li Mu's name for the first time. 时间往前推一个月,梅格・惠特曼都不知道李牧是谁,更不知道牧野科技是什么鬼,但当华夏政府推出“互联网进家”政策、以政府的身份亲自推动华夏互联网行业发展的时候,身在美国的互联网大佬们,才第一次听说了李牧的名字。 When the Li Mu's name appears in the US (America) media report for the first time, everyone regards as the key man who Li Mu promotes the China internet market, is a key, he is who is unimportant, more importantly, existence of this person, opened the new times of China internet vigorous development, gave US (America) internet Corporation and capitalist a huge market that was full of the endless imagination. 当李牧的名字第一次出现在美国媒体报道上的时候,大家把李牧视为推动华夏互联网市场的关键人物,是一把钥匙,他是谁并不重要,重要的是,这个人的存在,打开了华夏互联网蓬勃发展的新时代,也给了美国互联网公司、资本家一个充满了无尽想象力的巨大市场。 But as the Silicon Valley media deep cut to Li Mu's, software YY of Muye Science and Technology that shocking world elite class, was dug up the tip of the iceberg, later, YY like the fire of setting the prairie afire, sweeps across entire US (America) and whole world rapidly. 但随着硅谷媒体对李牧的深挖,牧野科技那款惊艳全球精英阶层的软件yy,被挖开了冰山一角,随后,yy如同燎原之火,迅速席卷整个美国、整个世界。 Li Mu the speed on the world stage rising is too quick, he does not even have the entrance, has enjoyed a good reputation in the entire US (America) internet industry, Li Mu that also because, Meg Whitman to usually has not so met, has considerable dreading. 李牧在世界舞台崛起的速度实在太快,以至于他甚至连国门都没出过,就已经享誉整个美国互联网行业,也正是因为如此,梅格・惠特曼心里对素未谋面的李牧,也有着相当的忌惮。 According to the normal thought that the young promising person, the style will be generally more radical, on the one hand is because young, on the one hand is also because succeeds is too quick, therefore natural thinks that successful is easy. 按照正常思维,年少有为的人,行事风格一般会更加激进,一方面是因为年轻,一方面也是因为成功来的太快,所以理所当然的认为成功非常容易。 Therefore, Meg Whitman most worried that is Li Mu stemming from the radical style, but reckless taking PayPal, she does not fear Li Mu as well as Li Mu's Muye Science and Technology, but she will fear Li Mu to bring the enormous influence on oneself indirectly. 所以,梅格・惠特曼最担心的,就是李牧出于激进的行事风格而不顾一切的拿下paypal,她丝毫不惧怕李牧以及李牧的牧野科技,但她惧怕李牧会间接给自己带来巨大影响。 The town a stranger, this had nothing to be worried that but once he starts to contact itself the one's beloved in small town, whose will be worried at heart: He is a charming gentleman, devil that a conduct resorts to all means? If the former, he will be subdued for him by oneself one's beloved ; If the latter, he late at night may tarnish oneself one's beloved in some forcefully also perhaps. 镇子上来了一个陌生人,这本没什么可担心的,可一旦他开始接触到自己在小镇上的心上人,谁的心里都会担心:他到底是一个魅力十足的绅士,还是一个行事不择手段的恶魔？如果是前者,他会让自己的心上人为他所折服;如果是后者,他可能会在某个深夜强行玷污了自己的心上人也说不定。 Li Mu is a pioneer, oneself are oneself boss, a policy-making failure cannot bring the total destruction to him, but to Meg Whitman this professional manager, if the tenure has the major decision mistake, will then certainly be fired by the board of directors. 李牧是创业者,自己是自己的老板,一个决策失败不会给他带来灭顶之灾,但对梅格・惠特曼这种职业经理人来说,如果在任期间有重大决策失误,那么一定会被董事会炒鱿鱼。 Each high end professional manager before joining a large enterprise, signed quite rich stockholder's rights return agreement, but this batch of stockholder's rights want to take have many conditions, must first treat enough the age limit on the post, next is more important, is to the prescribed time limit, to bring the enough high return to the shareholder. 每一个高端职业经理人在加入一家大型企业之前,都签订了相当丰厚的股权回报协议,但是这批股权想拿到手是有诸多条件的,首先是要在岗位上待够年限,其次更重要的,是要在规定期限内,给股东带来足够高的回报率。 Meg Whitman's stockholder's rights drive is every three years a cycle, sometimes to the present, second three annual period more than half, if Meg Whitman wants to be the return that the request and help of shareholder board of directors obtains them to request in this three annual period, oneself can attain the next three years of contract, after this three years ended, lifts a ban, and leverages a number of stocks, its value at least in the greatness of several million USD. 梅格・惠特曼的股权激励是每三年一个周期,时至现在,第二个三年周期已经过半,梅格・惠特曼如果想在这个三年周期内达到董事会的要求、帮助公司股东取得他们要求的回报率,自己就可以拿到下一个三年的合同,并且在这个三年结束之后,解禁并且套现一批股票,其价值至少在数百万美元之巨。 On the contrary, if Meg Whitman this three years of request that cannot achieve the board of directors, then not only the next three years of contract does not have the whereabouts, after this three years of deadline ended the stock drive, will lose thoroughly. 相反,如果梅格・惠特曼这个三年达不到董事会的要求,那么不但下一个三年的合同没着落,就连这个三年期限结束后的股票激励,也将彻底失去。 To ebay, purchasing PayPal is the present works the most important part, once is defeated, will be huge to the confidence attack of ebay shareholder, therefore Meg Whitman requests himself to be anxious, cannot permit the China young people who just cropped up, robs from own PayPal. 对ebay来说,收购paypal是眼下工作中最重要的一环,一旦失败,对ebay股东的信心打击会非常巨大,所以梅格・惠特曼要求自己必须紧张起来,决不能允许一个刚冒头的华夏年轻人,把paypal从自己手里抢走。 Tom Anderson who the ebay vice-president, directly is responsible for purchasing the PayPal project, this time pressure not Meg Whitman is small, if just misses with PayPal, Meg Whitman as CEO, at least can also the contract period, oneself not have that good luck safely, may be brought to be a scapegoat by Meg Whitman anytime. ebay的副总裁、直接负责收购paypal项目的汤姆・安德森,此时的压力一点也不比梅格・惠特曼小,如果与paypal失之交臂,梅格・惠特曼作为ceo,至少还能安然挺过合约期,自己就没那么好运气了,随时有可能被梅格・惠特曼拿来背锅。 Therefore, Tom Anderson after breaking up, immediately with Peter Thiel relates, in the telephone, Tom Anderson In short is: „Peter, what are you doing? We have revolved to purchase the PayPal matter to discuss is so long, your one greeting does not hit runs to talk to the China person, this was really somewhat excessive?” 于是,汤姆・安德森在散会后,立刻跟彼得・蒂尔联系,在电话里,汤姆・安德森第一句话就是:“彼得,你们在搞什么？我们已经围绕收购paypal的事情谈了这么久,你们就一句招呼也不打的跑去跟华夏人谈,这实在是有些过分了吧？” Peter Thiel receives the call of Tom Anderson is not surprised, he shows a faint smile, said to Tom Anderson: „Tom, we have not signed any agreement of intent, everyone present is still refusing to compromise on the issue of price, at this time did we look for other potential customers to have any issue? If your ebay makes some concessions in the key question, possibly we have signed the contract.” 彼得・蒂尔接到汤姆・安德森的电话一点也不惊奇,他微微一笑,对汤姆・安德森说:“汤姆,我们双方并没有签订任何意向协议,大家现在还在就价格的问题僵持不下,这时候我们寻找其他潜在买主有任何问题吗？如果你们ebay在关键问题上做出些许让步,可能我们早就已经签过合同了。” Some Tom Anderson unable to respond, both sides have also negotiated on the purchase issue all of a sudden were very long, if considers the matter and of itself, oneself truly have no right to interfere with the opposite party to look for other customers, but the key invested such big painstaking care with the energy, showed enough sincerity, but the opposite party actually such as compelled th the same as feel grateful, even cast off itself to gang up with others momentarily, Tom Anderson had certainly the share anger, was by Peter a Thiel such saying, then feels immediately powerless feeling that one type is unable to refute. 汤姆・安德森一下子也有些无言以对,双方就收购问题已经谈判很久了,如果就事论事,自己确实无权干涉对方寻找其他买主,但关键是投入了这么大的心血和精力,表现出了足够的诚意,可对方却如逼th一样丝毫不懂感恩,甚至随时甩开自己去勾搭其他人,汤姆・安德森心里当然有股子火气,可是被彼得・蒂尔这么一说,便立刻感觉到一种无从反驳的无力感。 hesitated for a moment, Tom Anderson to Peter Thiel said: „If you have what objection to the key question, we can sit then to discuss greatly, so long as everyone each other has the full sincerity, certainly can reach the final agreement.” 迟疑片刻,汤姆・安德森对彼得・蒂尔说:“如果你们对关键问题有什么异议,我们双方大可以坐下来接着谈,只要大家彼此带着十足的诚意,一定可以达成最终共识。” To Peter Thiel, he had been touched by the Li Mu's proposition, he and Elon Musk most anticipates that now, can in part of PayPal stock leverages of the hand, then have part of stocks and other appreciations, if the capitalization were purchased by ebay, the benefit space is really some deficient imaginations. 对彼得・蒂尔来说,他心里已经被李牧的提议所打动,他和埃隆・马斯克现在最期待的,就是能够将手中一部分的paypal股份套现,然后再持有一部分股份等升值,如果全资被ebay收购,利益空间实在是有些缺乏想象力。 PayPal to them, is equivalent together in the Manhattan core region land for building, if they develop, most is also below ten multi-story buildings, if ebay buys to develop, right is a 100 skyscraper, originally, request of ebay: I pay money, the land for building turns over to me, you draw cash to get the hell out, how in the future I will play with you have nothing to do. paypal对他们来说,就相当于一块在曼哈顿核心地带的地皮,如果他们自己开发,最多也就是一栋十层以下的多层建筑,如果ebay买过去开发,搞不好是一栋100层的摩天大楼,原本,ebay的要求:我付钱,地皮归我,你拿钱滚蛋,将来我怎么玩跟你无关。 Now, Li Mu gave them a new choice: You form a partnership with me, we force ebay to make us invest together, your place can sell half to change money the improvement life, this sum of money enough you should buy the car(riage) to buy the car(riage), to purchase homes, this/should acting cool acting cool, to pick up the little girl to soak the little girl, this/should finance finance and this/should investment investment. 现在,李牧给了他们一个新的选择:你跟我合伙,我们一起来迫使ebay让我们一起入股,你的地可以卖一半换钱改善生活,这笔钱已经足够你该买车买车、该买房买房、该装逼装逼、该泡妞泡妞、该理财理财、该投资投资。 As for the other half of land for building, you can bring to buy stock in this to surpass 100 skyscrapers with me together in the future, once this building got up, at least over 20 are your, doesn't this sell that money of place to be much more than you? Together if I tamper the ground with ebay is more solid, in the future this skyscraper had 200, you have at least over 40. 至于地皮的另一半,你可以拿来跟我一起入股这栋未来超过一百层的摩天大楼,一旦这大楼起来了,至少有超过20层是你的,这不比你卖地的那点钱多得多？如果我跟ebay一起把地基夯的更结实,未来这栋摩天大楼起了两百层,你就有至少超过40层。 However, your own strength is insufficient, if you want to put aside me, goes to play such Game with ebay alone, by your strength, basic on balance ebay such huge enterprise, therefore you want to participate, can only use in Qichu the strategy. 但是,你自己实力不够,你如果想撇开我,去跟ebay单独玩这样的游戏,以你的实力,根本就制衡不了ebay这么庞大的企业,所以你想参与进来,只能采用间于齐楚的策略。 Thinks that in Qichu, must first simultaneously to have Qi and Chu, if only has ebay one, yourself resist with ebay directly, but also „within”? 想间于齐楚,首先得要同时具备齐国和楚国,如果只有ebay一家,你自己直接跟ebay对抗,还“间”个屁？ Only then goes in the Muye Science and Technology belt/bring, will let Muye Science and Technology and ebay becomes Qi and Chu in the future PayPal big pattern, the PayPal primitive team can become Teng Guo who clamped in both countries, only by doing so, just now can guarantee the balance of Game. 只有把牧野科技带进去,让牧野科技和ebay在未来的paypal大格局里成为齐国和楚国,paypal的原始团队才能成为夹在两国中间的滕国,只有这样,方才能够确保游戏的平衡。 However Peter Thiel and Elon Musk does not trust Li Mu, two people most start to treat as a tool that Li Mu keeps in balance ebay, seeks maximum benefit, but is hugging two people of this goal, suddenly was attracted by a Li Mu better plan, if the Li Mu's plan can effective be naturally good, when this plan is unable landing, they to return most to start the plan, forces ebay to enhance the purchase pricetag with Li Mu. 不过彼得・蒂尔和埃隆・马斯克也并非完全信任李牧,两人最开始是把李牧当做一个制衡ebay的工具,来谋求最大利益,只不过抱着这个目标的两人,忽然被李牧更好的方案所吸引,如果李牧的方案能够奏效自然再好不过,但如果这个方案无法落地,他们还是会回到最开始时的打算,拿李牧来逼迫ebay提高收购价码。 Stemming from this plan, Peter Thiel must allow some leeway to Tom Anderson, therefore then said to Tom Anderson: „Tom, we and Li Mu meets, actually wants many to keep an escape route to oneself, this is also the normal business dealing, you do not use such sensitively, we will continue with the negotiations of ebay, moreover can have sincerity very to continue, like you said that if everyone can reach the agreement, we naturally without hesitation signs in the contract.” 出于这个打算,彼得・蒂尔还是要给汤姆・安德森留些余地,于是便对汤姆・安德森说:“汤姆,我们和李牧碰面,其实就是想多给自己留一条退路,这也是正常的商业行为,你不用这么敏感,与ebay的谈判我们还是会继续,而且一定会带着十分的诚意继续下去,就像你说的,如果大家能达成共识,我们自然会毫不犹豫的在合同上签字。” Tom Anderson asked him: „What are you now the request to the purchase? The convenient words, can first say a general idea to me, or we will come out the team belt/bring that being responsible for purchasing tomorrow directly, discusses face-to-face again.” 汤姆・安德森问他:“那你们现在对收购的要求是什么？方便的话,可以先跟我说个大概,或者明天我们直接把负责收购的团队带出来,面对面再谈一谈。” Peter Thiel then said: „That we will meet to chat tomorrow, does not need to bring the entire team, we meet to chat alone.” 彼得・蒂尔便说:“那明天我们见面聊一聊吧,没必要把整个团队带出来了,咱俩单独见面聊一聊。” ...... …… Next day, 9 : 30 am New York Time, the US (America) NASDAQ opens. 翌日,纽约时间上午 9 点半,美国纳斯达克开盘。 At this moment, the time of West coast was just 6 : 30 am. 此时此刻,西海岸的时间刚刚是清晨 6 点半。 Elon Musk goes to China to speak face-to-face with Li Mu, and jointly to the media announced that Muye Science and Technology has the plan holding PayPal news, spread over entire US starting from last night. 埃隆・马斯克去华夏跟李牧面谈、并且共同对媒体宣布牧野科技有计划控股paypal的消息,从昨晚开始就传遍了全美。 The internet industry of US (America), is the capital market, thinks ebay has in a big way may miss PayPal, even if recalled the heart and success of PayPal team to purchase PayPal finally, perhaps the price will still be much higher than beforehand 15 hundred million USD. 无论是美国的互联网行业,还是资本市场,都认为ebay有很大的可能会错失paypal,即便是最终挽回了paypal团队的心、成功收购paypal,恐怕代价也会比之前的十五亿美元要高得多。 Therefore, this to the ebay stock price, is the advantage spatial news. 所以,这对ebay的股价来说,是个实打实的利空消息。 The ebay opening price is 50.55 USD, compared on trading day 52.88 USD closing prices, opening then fell about 5 percentage points! ebay的开盘价为50.55美元,相比上一个交易日52.88美元的收盘价,开盘便跌了将近五个百分点！ The influence of advantage spatial news starts to appear! 利空消息的影响力开始显现！
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