2007-10-13

中国IPO重演科技泡沫老戏?

除了老天爷,还有谁能保护中国的股市投资者呢?

中国IPO重演科技泡沫老戏?:

里昂证券亚太区市场(CLSA Asia-Pacific Markets)结构性产品研究部主管弗雷泽•豪伊(Fraser Howie)表示,中国股市很吸引人。突然之间所有人都在谈论中国神华。股市又成了一个可以轻松赚钱的地方,这让它更有吸引力了。这显然会让泡沫越来越大。

2007-10-12

英特尔更改广告策略 35%广告返款必须投网络

英特尔注意到了变化,其他企业也注意到了吗?

英特尔更改广告策略 35%广告返款必须投网络:

英特尔高层解释说,作出这一决定,主要是最新的一份调查报告显示,当消费者在考虑购买包含英特尔处理器的产品时,他们把更多的时间投入到了网络媒体当中。因此,从2008年开始,英特尔将要求参与其广告合作计划的PC制造商必须将英特尔提供的广告返款中,至少35%投向网络媒体。

Google Docs真的是“办公”软件吗?

我说我用Google Docs处理办公文档,这可真不是豪言壮语。尽管我的MacBook Pro上也有Microsoft Office 2004的试用版,但我还真的一次都没开启过,而且我也不打算在网上找一个盗版,即使明年Microsoft Office 2008 for Mac发布了,我也不想用。处理日常办公文档,在我一天的工作中所占的比重很小,Google Docs完全可以满足我的需要。而且,团队分享、共同实时编辑同一份文档、同时进行在线对话,Google Docs做得比微软好太多了。速度?反正我打开Google Docs的速度,可是比打开Office快多了。小故障?我很少遇到,即时偶尔遇到,也基本上不会影响工作,更别提什么打击积极性。如果你不了解Google Docs,我想还是等你了解了再做评论。请记住,我们需要一个够用的产品,而不是一个昂贵的产品。

Google Docs真的是“办公”软件吗?:

可见keso是个彻底的Google产品爱好者,他用Google的在线产品完成了日常办公中的大部分主要工作,包括用Google Docs处理办公文档。不过我完全有理由相信keso的工作并不繁重,因为Google Docs一方面速度及功能无法与桌面软件相比,二来还会时不时出现一些小故障,严重打击办公积极性。当然,如果keso的电脑里从来没有安装过微软 Office,那么我无话可说;但如果装有微软Office却弃之不用而选用Google Docs办公,那就有点无法理解了,只能解释为他的工作很轻松,或者无时间限制。我也用Gmail处理所有邮件,也用Google Reader阅读网站,但对于办公文档的处理,我还是只能信任微软Office(Windows平台)。有更好的,为什么不用?不要跟我说正版与盗版的价 格问题,自问一下,在国内你只用正版?

获取奥运资讯首选的网络媒体

百度这一击,直取搜狐咽喉。

获取奥运资讯首选的网络媒体_百度搜索风云榜——趋势报告:

对于网民获取奥运资讯的首先门户网站,老牌门户新浪居于首位,接下来依次是腾讯、搜狐、网易等。以上数据没有显示出搜狐作为2008 年北京奥运会互联网内容服务赞助商的优势。

2007-10-11

飘云QQ退出后续开发 称不懂游戏规则玩不起

杀鸡效应已经开始显现,腾讯可以开香槟了。

飘云QQ退出后续开发 称不懂游戏规则玩不起:

疯狂绅士在声明中写道,“珊瑚虫作者被逮捕事件在我脑中盘旋,挥之不去。秋天,难道是秋后算帐的时候到了?又是谁跟谁算帐呢?”,并称在看到珊瑚虫作者陈寿福被抓的视频第一想法是“怎么能这样”,当时就和runjin决定“退出这个游戏”,因为“这个是我们不懂规则的游戏,我们玩不起”,同时也面临“粉丝的压力,周围环境的压力”,所以“是时候退出了,我要闪了,不再从事飘云软件的开发。”

大量视频网站缺粮断水处于关门边缘

“罕有较轰动的事件”可能并不是一件坏事。对视频网站来说,走媒体的经营思路必定面临巨大的经营风险:首先是内容管制,其次是门户网站(如新浪)的竞争。搏出位,刻意制造轰动事件,很可能让自己出师未捷身先死。倒是打造一个视频平台,可能更长远,也更安全。

大量视频网站缺粮断水处于关门边缘:

优酷网曾打张钰牌赢得了不少流量,但这张带有一点色情意味的招数却被有关部门叫停,网站创意的发挥空间越来越小,因此今年下半年视频网站行业也罕有较轰动的事件。

2007-10-10

Tencent and the justice system of China

Mortality gave a comment here about Tencent and justice system:

I was alerted by this shocking news event yesterday. Since then, I've tracked down the whole websphere for opinions, progresses and more importantly, "the plot" behind the scene. My gut feeling cued me that it is in no way an ordinary case, at least not what that hackneyed official report was trying to sell, unfortunately though, all the caddish sputa flooding around obscures the underneath truth.

I've kept silent for years when it comes to what's wrong with China's IT industry. My diagnose for her was stage-3 proliferated cancer. In short, wordless. I feel inarticulately exhausted even just apathetically watching her deteriorated. But this time, I was irritated so much that I ran out of excuses to overlook this tragedy.

All species that survived China's brainwashing journalism should be able to iterate the truthphobic dynasty's censorship, and 3721's tyrannical gang, and Baidu's shameless doggery, and Shanda's justified greediness. But can you tell the legit from the criminal this time?

After analyzing this case with all my knowledge covering IT, domestic law, business, and what things typically goes very wrong when it comes to china, finally the no.1 candidate for the next entry on my "List of Honor" would be -- Tencent.

With unprecedented competence of all its forerunners, you may already smell out Tencent's restless greediness outperforming even the worst capitalist ever depicted in history. You may already tell Tencent's reckless illegality through its notorious gambling-alike online service, the one mercilessly addicting unsophisticated subscribers, with victims mainly adolescents. You may probably already heard that appalling job-hopping event in which Huayi lost its complete R&D department and later found them untouched in Tencent’s newly founded online gaming unit.

Albeit those taints can be literally justified as "doing its duty in business", this legal case however, surprised me badly because it just went so wrong, and broke what generally regards as bottom-line far too much, showing Tencent's undisguised brutality that could never be rationalize in a humane way.

Again, we here are living in a tumultuous time where “truth” can be arbitrarily portray by those standing close to the authorities, and civilians’ justice can be raped heartlessly without any fear of public condemn. To make things worse, those paid “authors” (also called Gunman in Chinese) can write there opinions to brainwash poorly unsophisticated mass audience to “choose to believe” what is right from wrong. And it works! How amazing is that, in a country like this that unsophisticated civilians and corrupted journalism get into a perfect pair, and those greedy capitalists and corrupted justice system can serve more hilarious party-time now.

As unlikely as we see it, such tendency finally culminates in this legal case.

Although I still think it’s way too early to prove it as a collusion between Tencent and shenzhen justice department, it at least isn’t convincing enough to detain a software developer with such lame evidence. What amuse me deeply is that such efficient manhunt happened on an eggheaded teacher while ShenZhen’s local crime rate has been deteriorated for years. People have been assailing the diligence of local police ever since, but all the pressure only turned out to be more CCP meetings , and meetings after meetings nothing changed for better, yet more civilians to be murdered or head-hammered on street. The argument should get to an end now since it’s so obvious: of course those officers have been busy! They are busy pursuing guys like Cheng who does no harm to the society! The police station is there doesn’t necessarily mean it has to protect civilians, in ShenZhen’case, it protects business magnates, not civilians. What a story! Oh … and don’t get me started on that “official video” made by illiberal cripples. It’s such a miserable failure even in the sense of hypocrisy.

As we all have lost our hope for Chinese justice system throughout these years, we still cannot accustom ourselves to such an abuse of our faith upon justice. And it concludes a one-direction trend: Today it’s Cheng, tomorrow it might be you and me.

You have a voice, we all have voices. We just need to let our voices be heard, to show the world that WE CARE! To show those thugs in uniforms that WE CAN CHOOSE TO MAKE A DIFFERENCE. Yes I know it’s a tough way, we are trained to keep our mouth shut and act pretentiously in this “harmonious society”. But letting an innocent civilian ti be accountable for all the flows in legal system seems just too wrong. If there are flows in justice, at least give each side equal legal power for a fight. If there are flows in our society that justice can never be served, sue Tencent in Hongkong for its misconduct since it’s a HK listed public company! It’s never enough to just let unsophisticated people know what’s going on, we need a fulfilling unity that can bring power into this legal cases, we shall expect donations, we shall call for capable lawyers, we shall bring in unprejudiced media to let our voices be heard. But just as always, none of these prerequisites can possibly be meet in the near future without miracles.

阿里巴巴B2B展开上市前推介 雅虎再入股3%

阿里巴巴向投资者出售的股票,73.5%是旧股,即用于原有股东套现,只有26.5%是新股,大约相当于10亿美元募资总额中的2.65亿美元。所以上市本身,大致是以原股东套现为主,募资为辅。在承认阿里巴巴价值的前提下,给人的感觉是,这个游戏背后,是太多大玩家的操作。Yahoo!很可能会成为最后的输家,因为只有它在这个游戏中不停地掏钱,其他人都在往自己口袋里装钱。

阿里巴巴B2B展开上市前推介 雅虎再入股3%:

阿里巴巴昨日向基金公司开展了上市前的推介活动,初步拟向市场发行8.59亿股,占已发行股本的17%,其中旧股占73.5%,新股占26.5%;而国际配售与公开发售比例则分别为75%与15%。

投行预计阿里巴巴去年纯利11亿元 全球份额66%

不知道高盛按什么标准计算的,如果是所有的上市电子商务公司,阿里巴巴的规模远小于eBay和Amazon; 如果只是B2B电子商务,类似英特尔与上下游企业之间的电子商务,似乎也远大于阿里巴巴的规模。当然,如果只是计算纯B2B电子商务上市公司的收入,阿里巴巴可能是最大的,但这种比较似乎并无意义。不过,作为阿里巴巴上市的承销商,摩根斯坦利和高盛为阿里巴巴造势也可以理解。

投行预计阿里巴巴去年纯利11亿元 全球份额66%:

据同为阿里巴巴上市保荐人的高盛亦发表研究报告称,以国际上众多电子商务上市公司的收入计算,阿里巴巴2006年在全球的市场占有率达66%;如仅计算内地电子商务公司,其市占率更高达70%。

2007-10-09

Facebook的年轻创始人

直到目前,我们对Facebook这位年轻的创始人仍然所知甚少,但谁也无法否认,Facebook不仅仅是一个社交网站,它还是一连串伟大的创意,和有条不紊地扩展策略。也许,偏执是所有成功的创业者的共同素质吧。

Facebook的年轻创始人:

一位熟悉该公司的人士表示,扎克博格有时可能会让人感觉不舒服,但他“有远大的抱负,对自己的所作所为有全然的信心”。

提供超市式友谊的社交网站

社交活动主要不是用来缔造友谊的,所有将Facebook上的“朋友”关系完全等同于世俗朋友的人,永远无法获得Facebook所提供的真正的乐趣。在网络时代,“朋友”这个名词可能真的需要重新定义了。朋友,不一定非得是一起喝酒、侃山的人。

提供超市式友谊的社交网站:

毕竟,真正的友谊是通过质量而不是用数量来衡量的,而且不能靠电脑来管理——它的基础是信任、互惠和对对方生活的真正了解,这就是朋友在任何需要的时候都会毫不犹豫地提供支持的原因。

2007-10-08

蔑视MBA的首席执行官

Craigslist的成功,不是管理的成功,不是精心算计的成功,也不是市场推广的成功。Craigslist就是一项公益事业,十几个对公益有兴趣的人,在经营这这项事业。它提供的服务如此简单,如此容易copy,却没有一个人成功copy Craigslist,因为经营的人是不一样的。所以归根结底,Craigslist是一家非同寻常的公司,就像上市之前的Google。

蔑视MBA的首席执行官:

吉 姆•巴克马斯特(Jim Buckmaster)不相信利润最大化。他不相信管理,不相信品牌,不相信谈论金钱,不相信微笑。

成立反腾讯联盟就能挽救珊瑚虫吗?

美国有那么多消费者权益保护组织,天天没事儿就“刁难”那些大厂商,而在我们这里,很多人则总是喜欢替这些侵占他们利益的厂商开脱,“它违反法律了吗?没有,那就是正当的商业行为。”因为没有人盯着,中国的厂商越大越蛮横,而且还备受推崇。再加上它们与地方政府部门扯不清的关系,更让它们为所欲为,有恃无恐。不过,这是中国现阶段重商主义的一个必然结果,成立几个“反XX”联盟根本不可能掀起多大的风浪,反而有可能受到更多的质疑和鄙视,因为我们亲手栽种了这棵苦果。

成立反腾讯联盟就能挽救珊瑚虫吗?:

成立反腾讯联盟是有必要的,知其不可而为之,是从孔子那里就传下来的一个好东西。反腾讯联盟的存在或者反腾讯群体的存在,可以让腾讯的的捞钱行为有所顾忌。可以让网民们用QQ的时候少出点钱。