690 [Old Tricky and Sly]
Brother Ma still came in person and rushed to Song Weiyang's house. When he came, he was full of energy and had an anxious expression on his face.
Lin Zhuoyun is still working in a magazine. Xiao Liuzi is over three years old and is currently squatting in the kindergarten. I don’t know which girl is pulling her braid.
Song Weiyang personally made a cup of tea for Brother Ma, sat back on the sofa and asked with a smile: "What's so urgent?"
"I flew directly from the Port City," Xiao Ge Ge took a sip and put down the teacup and said, "Tencent has repurchased another $30 million in stock."
Song Weiyang asked: "Are you short of money?"
Brother Ma said: "I'm short of money, but I can still stick to it."
Tencent’s stock repurchase has little to do with the msn invasion, but was killed by the mobile company.
China Mobile was just two years old and was poor and wasted, so it used Dream Network to win over Internet companies. In the cold winter of the Internet, including Sina, NetEase, Sohu, and Tencent, it was saved by Mobile Dream Network's wireless value-added business. At the same time, China Mobile also made a lot of money because of this.
However, the wireless value-added business of these Internet companies is developing too fast, and more and more netizens access phones through the Internet, and most of the profits do not belong to China Mobile.
After China Mobile was full of wings, it turned around and gave its partners a knife.
The mobile chat business, which accounts for one-third of Tencent's total revenue, was officially terminated by China Mobile at the beginning of the year. Immediately afterwards, the profit share of the mobile SMS business was shared. China Mobile used to only collect 15%, but now it has suddenly increased to 50%.
It is not only Tencent that is affected, but all those who rely on Dream Network's business are suffering. NetEase directly chose to withdraw from this field and focused on entering the online game market. Sohu's main source of income has now become Renren. Sina doesn't know what it is doing, but it has nothing to do, but it can't see its main business.
The worst thing is T. This company was once known as the "King of SSP". Its mobile dream network's wireless value-added business once surpassed Tencent. For T, China Mobile is his real father, but his real father suddenly turned against his son. In order to have a meal, his son had to go out to cheat and cheat.
How did t transform?
Let’s talk about one of the new businesses. T rented a house in the suburbs of Beijing, hired hundreds of women to chat with each other over the Internet, and they all talked about the kind of colored content, which is called: interactive voice response business.
These two operations by China Mobile directly cut Tencent’s profits in half, and its monthly revenue dropped by more than 60%.
Therefore, in April, Tencent's stock price plummeted again. Investment institutions lacked confidence and immediately put pressure on Tencent. Tencent was forced to buy back 10% of the issued stocks and pull the stock price back. It happened that msn took advantage of the situation and killed Tencent steadily after more than half a year. Investment institutions expressed concern again and were clamoring to reduce their holdings and sell them. Tencent could only buy back US$30 million worth of stocks from investment institutions.
Tencent spent nearly HK$1.3 billion on these two repurchases, and the company's funds were almost gone.
If you want to describe it in one sentence, it means that the house is leaking and the time for MSN to make trouble is too fatal.
Brother Xiao Ma said: "What Tencent lacks now is not money, but the ability to continuously generate blood. Although the share of wireless SMS business has been increased to 50%, I guess this is not the end. China Mobile will sooner or later turn it over, and Tencent must get rid of its dependence on mobile dream network as soon as possible. How to get rid of it depends on QQ. Therefore, developing QQ is the top priority, but msn comes to China to disrupt the situation!"
Brother Xiao Ma expected it well. Although Mobile has revoked the Internet phone operation rights and increased the share of online text messages, it will definitely not be satisfied. In another year, China Mobile will launch "Feixin" and forcibly merged "Mobile QQ", which will be named "Feixin QQ" during the transition period.
If Tencent cannot find new profit growth points before Mobile launches Fexin, then the company's profits will be cut by more than 30% again!
"So, you asked me to stand on the QQ platform and publicly support QQ?" Song Weiyang asked.
Brother Xiao Ma said: "Tencent has no funds to promote, and msn's promotion strategy is too powerful. I never said that qq is just an entertainment chat tool, but it was forcibly promoted by msn as an entertainment software. Now the market in the business field has been snatched away by msn! You are the richest man in China. If you stand up to support qq, then you can correct the name of qq and reverse everyone's wrong concept of qq."
Song Weiyang smiled and said, "You really don't have to be afraid. Just make your own products with peace of mind. msn never works localized, it's the same worldwide. The development rights of each function are held in Microsoft headquarters. How can those old men at Microsoft headquarters know the needs of Chinese users? If msn can gain a foothold in China, I will carry shoes to Bill Gates as a follower in the future."
Brother Xiao Ma said: "Although msn does not have local advantages, they have global advantages! After msn announced its alliance with Yahoo, they directly occupied nearly 50% of the global network communication market, with nearly 300 million users! 300 million people around the world can use msn to communicate, while the actual number of QQ users is far less than that. What's more, msn is now growing millions of users in China every month, and it will not take long to actually threaten the existence of QQ!"
msn is really too strong this year, and it really increases by millions of users a month. If this trend continues, netizens in China will use msn next year.
Of course, the premise is that msn does not force old users to uninstall them one after another.
Song Weiyang crossed his legs, picked up the teacup and warmed his hands and said, "I'll let you watch the News Broadcast more and study the national policies more. Do you do this?"
"I have never liked watching news since I was a child." said Brother Ma.
Song Weiyang smiled and said, "China has relevant regulations, and foreign capital is not allowed to set up information data centers in China. Do you know this policy?"
"It seems that there is this regulation." Brother Ma was a little uncertain.
Song Weiyang analyzed: "So, the user data of msn can only be placed in the US server and then transferred through China Telecom's server. Do you understand what I mean?"
Brother Ma thought for a while, shook his head and said, "I don't understand very much."
At this time, the problem of msn's large file transfer has not been completely exposed because the Chinese government has not taken any real action.
Song Weiyang smiled and said, "You can report the situation to the relevant departments. Almost all large companies in China use msn to work, especially companies with multinational businesses. They can only use msn for overseas contacts. QQ is temporarily impossible to compete with people for business. How much commercial data these companies have sent through msn? All of these data must be stored in US servers. Is there any suspicion of threatening national security?"
"You mean, let the government interfere?" Xiao Ma said and shook his head suddenly, "It's impossible. The government cannot interfere in such matters, and it's even more impossible to interfere with the normal development of msn in China."
Song Weiyang drank tea ceremony: "It is naturally impossible to issue policies on the surface, but it is still possible to limit the speed and current of the msn transit point. At that time, if the large msn document is released, or if it is halfway out, it will not be sent. Will anyone still use it to work for business?"
Brother Ma thought carefully: "It's easy for Microsoft to find a coping strategy?"
Song Weiyang put down the teacup: "Of course there are countermeasures. The first is to set up a joint venture, and it must be a joint venture with the Chinese team serving as a senior executive. The joint venture will set up an information data center in China. The second is to hand over the msn user data to a third party for hosting. What kind of strategy do you think Microsoft will adopt?"
"Impossible. Microsoft will not accept both strategies," Brother Ma suddenly laughed, "This method is so wonderful. I will send someone to Beijing to respond to the situation immediately!"
Song Weiyang said: "How is this, is this idea useful?"
Brother Ma gave a thumbs up and joked very rarely: "It's worthy of being Dr. Ma, it's true that he is scheming!" In fact, he really wants to say that he is cunning.
Song Weiyang said: "When the telecommunications side takes action, you can stand up and grasp the large file transfer function of QQ to reason. Let the executives of large companies consider whether they will continue to use garbage products like msn or mature products like QQ! As for me, I have to wait for the problem with the large file transfer function of msn before talking about it."
Brother Xiao Ma said: "If there is a problem with the large file transfer of msn, then I am absolutely sure to win the battle, and I won't have to bother you anymore."
"Actually, just the mess of msn in China, you really don't have to worry too much," Song Weiyang asked with a smile, "Do you know the cooperation between Lianzhong Games and msn?"
QQ Games imitate itself as Lianzhong Games. The two companies are now mortal enemies, and Lianzhong Games has also joined the "Anti-QQ Alliance" initiated by MSN.
Brother Ma nodded and said, "I know, Lianzhong has also contracted the msn game channel."
The advertising revenue of msn this seven months (founded in May) is equivalent to the advertising revenue of the entire communication throughout the year. The key is that msn contracts all channels to partner units, the game channel is doing, and the news channel is doing, and there is no connection between each other and the content is chaotic!
You can understand this way, the fantasy channel contracts to a certain company, and the urban channel contracts to another company. The user accounts are the same, but the channels have their own activities and their readers. What the hell is this?
On the core platform of China's development, if you dare to play like this, the decision-making level is simply unwise!
Song Weiyang couldn't help laughing and said: "Lianzhong is also unlucky. Last year, it was occupied by Koreans. This year, it spent a huge amount of money to contract the msn game channel. After a month of contracting, msn only attracted more than 20 users to Lianzhong."
"Is there such a thing?" Brother Ma felt incredible.
Even if you go to the forum and post advertisements on the post bar, it will not only attract more than 20 users!
Song Weiyang said with a funny look: "It's true. Lianzhong employees can't stand the management of Koreans. They have changed jobs a lot this year. A departed employee went to 17173 to post and complain, exposing this matter. Now netizens who don't like MSN use this matter to mock it."
"I really don't know, but this matter can be used as a promotion!" Brother Ma felt that he had seized msn's handle again.
Song Weiyang said: "Most of the revenue of msn this year comes from msn. Only attract more than 20 users in a month. How can those companies that contract channels not be in a hurry? It will probably not take long before the 'Anti-QQ Alliance' will disband by itself."
msn also wants to create virtual props like QQ Show. This new function that increases revenue has very high priority, but the problem is that it cannot be done!
The cause is that msn is in South Korea, and it cooperates with local Korean companies. South Korea's msn rate launches virtual paid props and claims to own patents. If msn wants to promote them in other countries around the world, it must share the profits of South Korean cooperative companies. This inexplicable copyright dispute has lasted for more than half a year, and both parties are unwilling to give in, which leads to msn being unable to launch similar virtual props outside South Korea.
There is no way, who let Microsoft implement the globalization of msn, and South Korea's msn is the first to launch similar functions.
It is precisely because of this precedent that Microsoft no longer cooperates with other companies to operate msn, and has revoked the global R&D rights of msn. Any region that wants to develop new functions, even if it is just modifying a certain code, it must obtain approval from Microsoft headquarters!
Chapter completed!