Does not mean there is no possibility to enter the top ten industries, but I also quite agree that br> Internet companies are not important to the leader of the lack of flicker and a master of hype, it is felt to enter the telecommunications industry after the biggest difference, that the Internet industry's big mouth Fudge is a pick up younger set, only attached to real money at people without the flicker of feeling fraud, or less water it, sometimes up to get the upper hand on their own earnings and touted some competitors, or the Internet arena, how can warm up?
following IT Longmen Zhen Xie seventh of the total outstanding in the view, if error, please treatise:
one, according to the second quarter of the income scale, the ranking order of something like this, Tencent first A grand second, third Netease, Sina fourth, fifth Baidu, Sohu, sixth, seventh Ctrip, Ninetowns eighth, Tom ninth, tenth hh future worries me today Cheng Tianyu these figures, still very sigh. like Tencent, said the largest revenue. Tencent's income is 11,000 a quarter million dollars, into RMB, then, almost a quarter of 10 million this year, his income should be between 4.5 to 5 billion, If this number to talk to than what Lenovo seems amazing enough, if you profit if appropriate, its net profit is 38% you may wish to take Lenovo's earnings take a look, a few hundred billion of turnover, profit is not necessarily more than Tencent and more. was quite proud of, that this is coming to your child flicker or a point, this is really a rising sun industry full of opportunities and dangers, but also full of desire to get rich or successful careers of pride.
< br> explanation: attention to Lenovo as the top ten Internet attention, do not know is not been fooled, authentic look at Lenovo's earnings will know.
Second, the income growth rate of polarization, and just sort of income figures, if the growth rate is very interesting. Baidu is the highest growth rate, and 109% compared to last year that Baidu is, more than double last year's second quarter revenue second high is grand, three, four is the future and Tencent, an increase of 27% minimum, this is my concept of the Internet's healthy growth rate, we now have 11% of GDP it! to be lower than the GDP growth rate is sunny industry, you said you do not quite fit. In addition to these four on a problem, Netease 1.9%, 11% of Sina, Sohu and 14%, Ninetowns 1.4%, TOM negative 2%, the future worries 6.3%.
Third, the pattern of trade in the end the top ten companies There are a few to make money? a total of four categories, advertising, the proliferation of the Internet, wireless, game game Internet value-added is the narrow sense of a department, but because of differences in the military rise of China, came out alone on my number a bit in the ten companies, among them, advertising revenue, or a more meaningful number, ten there are seven, only a grand, future and 93% at least three of them in its report, is not listed, this I guess the number is not zero, which is the industry's broadest and most mature one of the income of the origin of Wireless now there are five do, Tencent, Netease, Sina, Sohu, Tom, we all know is Tom's second quarter, quarterly the last quarterly, so have been out of the top ten rivers and lakes, and these figures have not given up.
text: exit the arena, still lakes, rivers and lakes Internet, the word will never return home, it not always in the Hsieh sentimental own?
four, live online advertising as the first thing we certainly recognized what get vain, to get some advertising, but in turn it is certainly competitive, and if you are from a historical looking statements, you will find the online advertising gross margin in the land, I do it early, when 70% of the gross margin, it seems that about 50% of the.
five radio we know, turned out to be pie in the sky, later changed to natural disasters, it was not a matter of measures, based on the gross rate is zero, only a few can make money.
six , from the Almighty, said the top five I think the order or Tencent, Netease, Sina, Baidu, Sohu, which is likely to join all-around competition of the Internet. The rest can be said that here, where the individual participants. If we another perspective, talk about quarterly reports on traffic, you This invention will have a very high edge coherence, China's top ten, of course, you do rely on some items, including a game by wireless flow response does not come out, no more than the same. Baidu is clearly not yet reached its peak, from its growth rate can be seen.
seven of China's 2.0 I have said in different places, groups, a quiz cope grid, do not say a number of 2.0 attempts to die a natural death, even now struggling in the water, also No there is no violation of .2.0, for example, ten companies have said, none of which is said to meet everyone's a 2.0, we have to guard against the trouble .2.0 does not seem to have a block world, but that the world is a barren, not long crops, or unhealthy trends, a collection of some of the riffraff entertain.
eight, why now I do not walk around the Internet industry, there are fair, and word formation to confuse the people, and catch on the athletic field of the, sit back and not saved. whatever the outcome, the Internet is a big industry, limitless future, commensurate with the Internet threatened civilization. memories of 1999, 1998, 1997, we are not a little crooked, not daring to do now, some as young as dares to buy traffic, you want to cut corners,
UGG Boots Sale, the industry now have a basic, and certainly the death of people cut corners, we have awakened fellow Xiao Zhou, rogue software do first, kill the rogue software do you do now, you rogue 100 times can not be the same as the year 3721.
nine , I think the overall strategic direction of Tencent's most endangered I grasp the concept, of course, my idea is we do not know of, such as Mr. Ma said, his fantasy is that Tencent is the internet platform of life, the so- called web 2.0 is the meaning of life, without special knowledge of the Internet to learn as far as possible onto the net under the net of life on the line, if you speak from that point, we can not always buy things of life, To keep the information it received, this is no problem. This is a pragmatic side of Internet companies in Guangdong. of course, which has a joint degree between the two,
UGG Boots Sale, I seem to remember Ding also said similar words, the Internet is a fast growing change, When you have to earn money whenever the Internet when it is said in the past to make money or make money now or the future may make money? in fact do nothing more than a network operator to do these things, one is doing real money, a do in the future have the money.
ten, is now two types of advertising, advertising a brand, a search advertising. I'm afraid it's difficult to search advertising on the agenda, saying that white piece of now Baidu is Google two. I think from brand advertising in terms of law, Tencent has been the bottlenecks. 4,5 billion a year, I believe that next year it should be no problem advertising over one billion, over one billion concept ? just like Sina, Sohu is a number of levels and I think his four-legged, the ad almost, is desperate Tencent it can keep pace with you, but you who try Internet value-added services, who try the game, who try wireless, so Tencent is recognized by the National public enemy, he should really do, very interesting portal Tencent, which it is to fight a no problem.
XI, long time not exchanged with Ding, Netease is the most practical of a company, NetEase profits high rate, 56%, which is the kind of truth-seeking style on Netease. that nice point is called the retreat, to put it slightly bad point is called short-sighted, he does not do a portal, later said wireless bullied do not do this thing also, After playing games, you do the game can do, but do not throw ah, who is the youngest portal, he is the first wireless had to do, look at the economic newspaper who visited the Chinese Internet, then this one is thrown, unwilling to Bird air, I think Ding own very simple, very essential, but so much more than the company some time to restrain their joy, anger, personal view.
< br> XII search is the beginning of the 1980s, 1990s There are a number of ambitious companies, a full 20 years, that is, to break through the last five years, Google, other search companies have refused to accept us as martyrs, and you become lucky. a business must have a bottom is forming.
Note: This is the comment to article 11 NetEase.
XIII, Sohu, Sina, Netease three, there is a big reason is that changes in income structure is great, Guangzhou SEO two years ago, a wireless-based, it is ad-based, so the elimination He rose, its growth rate is not good, but this is no way, the unexpected outbreak and I think there are two key Sohu, one mentality, we are very happy to see the recent state of mind to put it a little flat, SEO,
UGG Boots Sale, of course, is not, and stood in the 2008 Olympic Games, I think it is a bit dreamy kind of feel. that by the 2008 Olympic Games, we can proud, and I participated in two Olympic Games, the United States, see NBC, NBC bought three at once red and blue channels, that this ad look incredible, the last is a huge loss, but the Olympics is a huge event and then fills will then make a few million times a consequence, it is one of the past on the end, but it is not a relative transform a company's core competency.
< br> fourth, Sohu real problem is probably still in a state of mind, one is Step team, then there is a strategy of. I did not really understand Sohu matrix, the matrix do you mean? you have learned in mathematics, the matrix is supposed to take a few a few, and then each other anyway, can become associated with Chuming Tang to, and then into a number of models can produce a third. Sohu these separate domain names to contact organic? I do not see my Sohu in the last time I said, I'd say bad things about people not carrying, I am in front of their face that Sohu, a domain name they might engage in so many domain names do? recent Mop is the same. What 17173 ah, the focus ah, these things become a channel would be finished, not that the ads make do fight, then a little thing? obedient to keep, do not listen do not leave, we now have even one Internet company, not that kind of operation and the administrator, you ask yourself, is that tolerate some facts, not willing to face the pain of integration, integration of the results is not more painful, you give it of a makeup, called the matrix.
< br> fifteen, nine for many years, when all-inclusive portal is now out of at least according to Sina insight, that is, online media portal. that the concept of the portal has been shrunk to a very small reduction of one, because the development of the Internet today, the online world of online media is the main exception, but also according to its 1 / 4, 1 / 5 of this position, so someone has a view Sina, Sina is a message, do not search, do the game does not work if Sina really agree with the board from a strategic consensus, we are doing online media, I think is beyond reproach, because only such a definition of, you're fourth eldest, Five, perhaps a few years is the old ten, because that market is so big if is spontaneous, so positioning of the active, the Board approved, I think what others say. at least according to former portal definition, we have been the gateway to China to cut corners, the portal must have three kind of Im, email, search. in the past nine years, is positioned so that now over a decade, so we had that cut corners. So I think Sina happy so I think it is good positioning, of course, another meaning is also from this, no matter the brand famous degree, in the era of services must be comprehensive, all kinds of rankings, big boss has now been compressed to a conscious Gan When the network media, or regret.
< br> Note: It is said that the United States has recently defined as a media blog, and do not know is true or false.
sixteen, Google has more than 100 million in cash it This, like hard work and earning money, and even more suffering, out of money to spend can have benefits? to see live to see live, the next winter? Internet industry, there are many new areas, there may outflank you from behind, you only observe, not passively observe. I feel sure that this time to do, should do, you reach out to one. Why did Google buy youtube, that is the reason.
seventeen, the real fear is Google it now strong advertising market to be about pricing, click on my 1000 what price, what price you that you had 50 I am now 25, you have me down to 25 as it is terrible. Google The reason constitute more than 15 billion market value is reasonable, he has made pricing, all-pervasive fact comparable to traditional advertising we can alert people new advertising situation accounted for opportunities, not behind the precursor 2.0 There is an idea you, myspace and facebook Each point is the income from the Yahoo robbed and he to be outflanking a while back, when surrounded Google's revenue, may be another, in this intense change which, we trust to see a real turning point of China, Baidu is now far to that amount, over two or three years, if it do not make mistakes , then that of course this situation Baidu than Google almost, because there is Google in China.
eighth, Baidu is now too small, just high-speed growth, Baidu is more important is you do not innovate, and now you take the license information, community and the like are also well done, I looked at the flow rate, the real search for only 40% of its total traffic, and the remaining 60% of all those MP3, paste it such, is not the concept of traditional search from place to see benefits, 60% of the resulting benefits probably far less than 40% the next step is Baidu's strategy in the end is so Baidu The real challenge is different and can not be the next big high ground can be innovative, or the current to the task of integration. community integration and organic search.
ninth, Ctrip Ctrip said we are not a reflection of the first Internet company, If Ctrip to Japan's ctrip.com try to pick up, I measure out 70% of its revenue, the site is the center of it all. As for the implementation of the telephone, or line, in my second concept is the Internet. we buy books or cash on delivery, in accordance with the United States, you do not swipe it to What kind of online e-commerce? Chinese characteristics is the way I personally feel that Ctrip is greater than for the dedication on behalf of Chinese society, it is the entire hotel, business travel, business travel first to the industrialization, and a complete breakdown of my 80 years to the United States it had become fully computerized database. Ctrip China presents all the free line to the present, including business travel, reservations, tickets, It is said that what had there car rental, the entire industry, I consider this condition prior to the 20, 30 years is an Internet community to the Internet a reality, the whole of the industrial revolution, before everyone still in the very low-level phase, also called a friend, you helped me a bargain, all debt of gratitude every time out, this is the Internet based on the contributions of ancient Chinese society. In fact, we all know that the contribution of the Internet media, but from the depth level, the entire industry cut off the lot next to the business, now is the tour section Ctrip enemy, no one knows the maximum rebate house, they did not dare to offend, it is a volume of reservations Travel, Travel, CYTS three integration. < br>
XX Yi Long do between jobs. buy sell, buy sell, confused also listed. Ctrip really love that it is not the cause. or do line love line, otherwise the middle of the pain you can not understand, of course, are positive for me to enjoy. Ctrip another point, for the three CEO, people do not have to create a separate, but the company of people for God lingers. Ctrip always a business management level, I thought it was much higher than the other. As for the Yi Long has now become a subsidiary of a foreign company is not alone break something, it becomes someone else's a little finger, you can expect trouble as what? So on the way.
twenty -first, we have a large foreign companies count as one, are not very beautiful story, did not reach its original purpose into China which each have their own cause, because I am afraid that the unique One is the localization, localization, including product localization, localization management, operational localization, of course, as a part of large companies, there must be unity of things, but do the world's most populous China, Internet users immediately become the world's population most expected the two to three years may be the world coupled with economic development, plus Internet users have specific needs, we have a network of China's first game, the first out of the SP. I think it should be enough for China to respect Chinese market maturity, competition with the brutal nature of the needs of users in the United States that something should be said on these do not work to the company, which is one point, the most followed by some big companies, strict procedures that These three times a day with our Internet community advocates, with the rhythm than the Chi Diankui course that really threw himself to severe, large-scale investment in the Chinese market, in my true colors, not by the acquisition of the annexation, the Google one.
XXII do not have a voice in the industry, this Nongfa China can play only the Chinese people, who play their entire halo, we have learned is that the United States a little fur, not that the VC plus options with the city, we had so little schooling on the results of such a situation, as the real skills development, renovation, operation and management of the standardization, of course, this number is not accurate, but probably also be able to see you go to Yahoo, Google, MSN, You see by country , the United States, traffic is roughly 30 @%, 60%, 70% of the world, so America is really just the global nature of the globe, which to put weight on the one hand, so that large indeed, under the river that includes the degree in China is still limited. On the other hand say that the real hard effort of those companies, real stuff, we should not be overlooked, not to localize, that little thing? arrived Beijing acclimatized dust or something, something on this point in time in place, it is sent to the incredible power. we speak in front of IT companies, 80 hardware companies, software companies in the 1990s. Today, people hit the boss or the boss, IBM High really a machine, including Microsoft software to the IBM worse soon after the early struggles of the decade, a period of time commensurate with Microsoft in fact is also struggling, that he was the same, due to the localization of the full price does not match with China's national conditions, I would rather feel In one hand, be thankful that they do not send out, there are opportunities to let us breathe, on the other hand we have a good school.
xxiii, we have become famous abroad than large sites compared to 2.0, two orders of magnitude difference, so the platform itself, obviously you will find how to use 2.0 you will find it so tiring blog is blog, there is video, there is what we do not have a really, from a purely technical perspective, are not full, not deep enough, not blend these ingredients, which is a layer of the second layer, the situation in the past few years, regardless of China, we are also migrating the Internet before, VC five itself, we have quick success mentality, VC give you money, give you somehow, we have heard several companies, they dare to publish next year a few months a few numbers listed, this attitude is very bad.
XXIV. At this point the horizon I am very convinced of a website, Xing Ming comrades are also very strong moral reflects the taste for, martyrdom, many other aspects, but he is now responding to your Google why buy him, anyway, to me, then buy him personality, taste, culture the rest of the technology easy to handle, because this is very difficult to get.
