Chapter 770: Be a Prophet (3/5) Ask for Subscription
The mobile phone industry in 2018 is in recession, and the Matthew effect is undoubtedly obvious, the stronger the stronger, so in addition to Huawei's sharp rise, other friends are not having a good time, and what Gionee Hammer 360 and the like have begun to withdraw one after another.
Xiaomi's funnier thing is that it has invented a "bamboo forest theory" based on its own seemingly good ecological chain to support its own valuation - bamboo forest draws a bamboo or a bamboo forest, Xiaomi mobile phone shipments are down, and there is an ecological chain, no problem.
This is also said in the year of growth, it is not difficult to come in and grab food when it is growing, and you can clearly see who is swimming naked when it is declining. For example, if you pull out the bamboo of your mobile phone, the water pipes will be gone, and the whole forest will die.
That's why Xiaomi has made a series of seismic adjustments in its struggles. All of this was seen by Liu Lu, she has a deep affection for Xiaomi, and what she sees is the beautiful side.
Although Chu Yuanxi is not disgusted with Xiaomi, for companies in a downward trend, it is easiest to see the ugly side.
Speaking of the interview, Liu Lu suddenly looked strange, because she had already chatted with Elizabeth for a while. Elizabeth wants to join the company, and she is the assistant to the president, so it is impossible to bypass Liu Lu. This position is so dazzling that the person who guessed that the president would hire an assistant sooner or later had already made a lot of money, but was robbed by an airborne foreign girl, how could he not talk about it?
Therefore, she already knows Elizabeth's interview questions, and she records them in her small notebook - this is the type of exam questions that Chu Yuanxi likes to use, and it is estimated that she will use them in the future.
Then she never expected it, and she used it in a blink of an eye, and then thought about it carefully, eh, yes, no matter how you look at it, she feels that Xiaomi's operation is the same as GoPro, and the ceiling of the main business is not high enough, so she has to screw it and rush to another track. But on the other track, there are giants shrouded in them, and they don't have the genes or the craftsmanship and technology, and this kind of cross-track adventure is almost a send-off, but it is not as damaging as the main business. is also a listed company, GoPro has fallen to the bottom.
Thinking of this, Liu Lu felt a complex and incomprehensible emotion in his heart, but immediately thought that GoPro was just a company with 2,000 people, which was far worse than Xiaomi.
However, Liu Lu is a person who has been tempered into steel in the workplace, and it is impossible to argue with the leader like a stunned leader, even if he wants to express it, he has to find a suitable way. She thought for a while, "By the way, Chu Yuanxi, when I questioned you, were you angry?
"It should be said that you are stronger than Yuan Yu. ”
What kind of evaluation is this? Why doesn't it sound like a good word? Liu Lu looked at Chu Yuanxi, waiting for him to explain further: "You see that Yuan Yuan doesn't question it, in fact, he has always questioned it in his stomach. ”
"Then why didn't she say it?"
"I must be afraid that I will say the wrong thing, so I will go back and tell her brother first, right?"
"Hahaha, you're too bad. ”
"What else could it be? She has never worked in a corporate company, so she must need to adapt to becoming a CFO all of a sudden. It's not like you can do it with the right skills. Chu Yuanxi encouraged Yuan Yu in the air: "I like people who have the ability to think independently, but the premise is that they have the ability, and I hope she will question me after she has it." ”
"Then it seems that you can still move forward in doubt. So I'm relieved. ”
Chu Yuan Xixin said, don't worry, don't worry, and boldly question me, huh, then I have to let you strengthen your memory, Sister Liu Lu. "I know that you are a conscientious employee and never speak ill of your former employer, but if you want to broker Xiaomi's acquisition of Baren Group, I can only let you question me. I still admire Rebus, but for Xiaomi, through last year's IPO, I now have a completely negative attitude, except for cash, cash, I can't trust anything else. ”
Chu Yuanxi said and made a gesture of some money, but Liu Lu choked a lot, "Why?
"Xiaomi didn't mess with me, but I'm not optimistic. Not only am I not optimistic, but the capital market as a whole has given a downward channel. Do you know why?" Chu Yuanxi quickly asked himself: "Because Xiaomi knows that technology is a matter of life and death, and needs technology as the engine for development, but what about the R&D expense rate? 3.3% R&D rate, you have already IPO, and you don't invest money in scientific research, the money is used in sinking channels to fight sales wars with blue-green manufacturers, where do you have the confidence to benchmark with Huawei and Apple?"
"Ouch, hey, what you said, Xiaomi folding screen mobile phone, 100W fast charging, under-screen camera, and surging chips, this is not technology?
"What about the product?" Chu Yuanxi rolled his eyes, "Are you all engaged in scientific research on Weibo? The first to start shouting was Xiaomi, other people's products have come out and are still shouting, last year the whole country was making cores, the surging chip did not move at all, the market has trained a conditioned reflex, as soon as you post Weibo, it will end the rebound and start falling, are your research and development expenses used to post Weibo?
And if you look at what Xiaomi has done, Meitu can't go on and licenses the brand to Xiaomi, Xiaomi feels that it can get the incremental market for women. If this works, why doesn't Meitu do it itself? Everyone has no technology, they are all solution integrators, and if you are not satisfied with the pit that others have stepped on, you must step on it again?
And then enter the major appliances, isn't this funny? But it's hard to say, Xiaomi's R&D rate and absolute value are just a little lower than Gree's, and the benchmark is just right for major appliance companies, so you can make another bet with Miss Dong. ”
Liu Lu had nothing to say, and said in his heart that Chu Yuan Xihei's ability to heaval others definitely exceeded his ability to start a business, and this wave of vomiting was full of marks!"You are so not optimistic about Xiaomi's home appliances? Xiaomi has users, according to your words, there are a large number of rice noodles that can be commercially realized. ”
"You know Sister Liu Lu best,The main force of Xiaomi users is young people,And it is a young person who pursues high cost performance,Do young people buy smart home on this road?How low is the price of your smart home to buy it?"
Chu Yuan Xixin said that I have to be a prophet, and then sprayed: "The thing I am most optimistic about Xiaomi is that such an obvious problem is clear at a glance, but Xiaomi is such a big company, no one can reverse it, and go to the road of death." This enterprise is already sick, and you have a disease in the stomach and intestines, and it will immediately enter the bone marrow, and only the most powerful medicine can cure it. You let me take this kind of stock, and I won't accept it. ”
Liu Lu was suddenly embarrassed, and wanted to call her former colleagues, but she felt unable to speak. How do you say this? There is a curse from the melon-eating masses who can't be beaten by eight poles, do you want to listen to it? The other party has to go berserk when he hears it.