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Chi-Tang weekly commentaries (one hundred and eighth period)


Chi Bo Tang Rui Zhou assessment of each control point (in the hundred and first line management in eight).

Comment: The problem is that Yahoo's advertising platform is now the problem? If not, just to develop a new online advertising system will once and for all it? Of course not. We believe that Yahoo's current problems is the lack of the first companies focused vision. Yahoo was to meet the needs of all, to all network users. To this end, they lack a clarity of strategy, each shareholder is to sit down and have a variety of meeting the numerous strategy, business dispute endlessly; Secondly, the lack of details of Yahoo's internal division of powers and responsibilities, Yahoo is in a very bureaucratic organization structure. For many employees, can find a highly similar and overlapping responsibilities of colleagues. This will undoubtedly slow down the pace of progress of Yahoo, and allow the company to pay the cost of many invalid. Third, Yahoo's lack of decision-making. Because there is no clear division of powers, making the decision either not to develop, or missed opportunities. Because there is no clear and focused vision, there is no clear division of powers, we have no decision-making macro perspective, there is no choice sensitive decision makers. Challenging the need for tough decisions, Yahoo dilemma again and again. M & As as with Microsoft. For Yahoo, the need to make adjustments as soon as possible is not the advertising system, but the strategy, tactics. First, some attention! Second, we must re-division of responsibilities and rights! Third, we should be bold restructuring.

link: [link widoczny dla zalogowanych]

events: August 6th Beijing News: Google, announced late yesterday with the whale's Net introduced an experimental version of music search (www.g.cn / music). Google Greater China president Kai-fu Lee specifically pointed out: It chose to whale music, but also took a fancy to the latter have a legitimate source channels. This is for Google in China later this comprehensive, in-depth introduction of music search and download services cleared the legal risk. In contrast, Baidu, although the search through the music enhance the user visits, but in recent years has been plagued by copyright, many times the search for providing links to pirated music, but by many record companies to court. Legitimate, after all, king. Google to take genuine route, effectively avoid the copyright issues, merely to consider how to attract users as soon as possible. But it is worth noting that original music, music library also needs to be further enriched. Original music, after all, more than a wide variety of pirated music, track enough, a lot of music also are not search. But in any case, Google's search for the future direction and set standards.

link: [link widoczny dla zalogowanych]

events: Aug. 7 news, News Corp. CEO Rupert Murdoch yesterday afternoon to visit MySpace. cn expressed the hope that within two years the number of users MySpace.cn 5,000 million, and strive to succeed in China social networking market leader. Sohu IT Department informed insiders from MySpace, Murdoch, the main purpose of this visit to Beijing for the Olympics, in Beijing that it will not attend the large-scale commercial activities.

Comment: For Myspace.cn, there are several knowledge points to note. First, although Mysapce.cn Murdoch has invested, but he is not a direct shareholder of News Corporation, Mysapce.cn shareholders are IDG, CBC, and MySpace.com. Marked the first international venture capitalists. Second, many people are used to MySpace.cn compared with the school network, but the two social networking sites targeting different. The former mainly for the community, which focuses on students at school. So be different users and functions can not be generalized. Thirdly, it has been criticized before copying MySpace.cn MySpace.com, we found MySpace.cn done a lot of adjustments, both in page design, or in the feature set, and has its own characteristics, there is no copy the localization trend becomes more apparent. Fourth, Murdoch said the recent investment will not increase MySpace.cn. This fact also. Most gathering is a popular community site, and this popularity more on word of mouth, word of mouth. If there are no major functional improvements in all aspects, no doubt to increase investment in advertising, this is a hangout for the significance of the development is not obvious.

link: [link widoczny dla zalogowanych]

event: 1,500 million to acquire Summize search engine service providers after it was mini-blog site has been gradually into the profit track.

Comment: Twitter to get into profit, said the track too early. What is on Twitter, where no drilling. Say is that it is essentially still blog, but there is word limit, the presentation is somewhat different, in terms of relative regular blog, Twitter is more convenient and more immediate. If Twitter became profitable, then the blog is undoubtedly a big and good news. How many days these sites profitable way to hard to find, if Twitter is profitable to them made a great demonstration, then, any blog can open up another area out of a Twitter feature, this is too easy. On the other hand, Twitter profit, it means that blog profitable. But the question is, at best, is a blog platform for the display of personal information, nothing more, except for some traffic in return for advertising revenue outside the blog feature on its own has no business model at all. Therefore, the same principle based on a blog Why Twitter profit?

link: [link widoczny dla zalogowanych]

events: August 8 Beijing News: According to foreign media reports, the search giant Google in the Thursday submitted a document that, when invested in the shares of America Online may be On Thursday, Google to the U.S. Securities and Exchange Commission filed a quarterly financial documents.

Comment: no doubt the parent company AOL Time Warner is now the Tasteless but wasteful to discard. The results of the original acquisition of this century, century in exchange for defeat, and who did not think of. One would expect this will be a classic media industry cross-media model of cooperation: channel service providers and content providers of the binding mode means that the integration of traditional and modern industry possible. However, the seemingly bright future tortuous been replaced by the merger of the road. First, because the industry overwhelmed by an unprecedented merger involves the integration of old and new, the EU and the U.S. Federal Trade Commission approval process for a year. Erosion of the long wait for the upsurge of investors and the public mood, America Online and Time Warner's share price fell by 34% and 23%, to January 12, 2001 AOL Time Warner (AOL-Time Warner) officially formation, the final value of the merger fell to around 106 billion U.S. dollars, has shrunk 75 billion U.S. dollars. The merger integration is more difficult, the American company politics played to the extreme. As a traditional content providers Time Warner, despite a mature business model, but in a short time for a larger development is very difficult, and time is now sought after in the global capital markets than among AOL, the formation of Moreover, advocates of decentralized management of Time Warner and AOL advocated centralized management to achieve smooth integration, but also among the people questioned. Led to the merger due to various internal and external will fail, and now people began to wonder how they will be a way of parting, break up. Including Time Warner recently said, the future will be more focus on the content business, so early next year,[link widoczny dla zalogowanych], they consider the Internet access service will hand spun off from AOL. Some people would therefore believe that Time Warner may have been easier to transfer to the United States online sites and get ready.

link: [link widoczny dla zalogowanych]

event: According to foreign media reports, Google and Yahoo said Friday the two sides in the search advertising The content of cooperation, but avoids the cooperation of financial terms and other details. Submitted to the Securities and Exchange Commission (SEC) document, the two companies announced the rare cooperation between the two sides involved in the contract's content, but on the way into the financial arrangements, such as still closely guarded secret. Internet industry companies are usually tight-lipped on such financial terms, to leave room for bargaining with other customers. Chi Bo Tang Rui Zhou assessment of each control point (in the hundred and first line management in eight).

Comment: For Google and Yahoo reached this agreement, the industry have expressed dissatisfaction. The main view is that Google has dominated 70% of the search advertising market, (if) with the Yahoo deal, Google will control over ninety percent of the market share. This is clearly an absolute monopoly of the formation. Yahoo, Google co-selection and is conducive to the increase in cash flow, so that Yahoo can focus on other areas of the business advantage. But critics do not seem to buy it, they mainly think of the transaction against the search advertising industry competition. Nevertheless, Google is not in the China market rival Baidu. Even if an agreement with Yahoo, only affect the U.S. market, have no effect on the domestic pattern of change.

link: [link widoczny dla zalogowanych]

August 10, 2008