Brother Xiao Ma still came in person, and went directly to Song Weiyang's house, and when he came, he was in a hurry, with an anxious expression.

Lin Zhuoyun is still working in the magazine, Xiao Liuzi is more than three years old, and he is currently squatting in the kindergarten, and he doesn't know which little girl's braids are pulling.

Song Weiyang made a cup of tea for Brother Xiao Ma with his own hands, sat back on the sofa and asked with a smile: "What's so urgent?"

"I flew straight from Hong Kong City," said Xiao Ma Niu after taking a sip and putting down his teacup, "Tencent has repurchased another $30 million in shares." ”

Song Weiyang asked, "Are you short of money?"

Brother Xiao Ma said: "I lack money, but I can still persevere." ”

Tencent's share repurchase has little to do with MSN's intrusion, but has been unloaded and killed by mobile companies.

China Mobile was established less than two years ago, and it was poor and white, so it used Montnets to win over Internet companies. Including Sina, NetEase, Sohu, and Tencent, they were all in the midst of the Internet winter, and were saved by Monternet's wireless value-added services. At the same time, China Mobile has also made a lot of money.

However, the wireless value-added services of these Internet companies are developing too fast, and more and more netizens are accessing the phone through the Internet, and most of the profits do not belong to China Mobile.

After China Mobile has full wings, it will turn around and give 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, which was only 15% for China Mobile before, has suddenly increased to 50%.

It is not only Tencent that is affected, but all those who rely on Montnet's business have suffered. NetEase directly opted out of this field and concentrated on entering the online game market. Sohu's main source of income has now become Renren. Sina doesn't know what it's doing, it's a little bit of everything anyway, but it can't see the main business.

The worst is TOM, a company once known as the "king of SP", whose wireless value-added services from Monternet once surpassed Tencent. For TOM, China Mobile is his father, who knows that his father suddenly turned his face and did not recognize his son. In order to eat, the son could only go out to be abducted and deceived.

How did TOM transform?

Let's talk about one of the new businesses, TOM rented a house in the suburbs of Beijing, hired hundreds of women, and chatted with them through Internet phones, and the chat was all about the kind of content with color, which is called interactive voice response business.

China Mobile's two operations directly cut Tencent's profits in half, and its monthly revenue fell by more than 60%.

As a result, in April, Tencent's share price plummeted again. Investors lacked confidence and immediately put pressure on Tencent, which was forced to buy back 10% of its outstanding shares, pulling the stock price back. It just so happened that MSN took advantage of the situation at this time, and after more than half a year, Tencent was defeated and retreated. Investors once again expressed concern and were clamoring to reduce their holdings and sell, and Tencent could only buy back $30 million worth of shares from investment institutions.

Tencent spent nearly 1.3 billion Hong Kong dollars on the two buybacks, and the company has little money left.

If you want to describe it in one sentence, it is that the house leak happened to rain overnight, and MSN's timing to make trouble was too deadly.

Xiao Ma said: "What Tencent lacks now is not money, but the ability to continue to make blood. Although the share of the wireless SMS service has been increased to 50%, I estimate that this is not the end, China Mobile will have to turn the table sooner or later, and Tencent must get rid of its dependence on Monternet as soon as possible. And how to get rid of it, all have to focus on QQ, so the development of QQ is the top priority, but MSN came to China to stir up the situation!"

Brother Xiao Ma expected it well, although China Mobile took back the right to operate VoIP and increased the share of network text messages, it will definitely not be satisfied. In another year, China Mobile will launch "Feixin" and forcibly merge "Mobile QQ", which will be named "Feixin QQ" during the transition period.

If Tencent can't find a new profit growth point before the launch of Feixin on Mobile, then the company's profits will be cut by more than 30% again!

"So, you asked me to stand for QQ and openly support QQ?" Song Weiyang asked.

Xiao Ma said: "Tencent no longer has the funds to do publicity, and MSN's promotion strategy is too powerful. I never said that QQ was just an entertainment chat tool, but it was forcibly advertised as an entertainment software by MSN, and now the market in the business field has been robbed by MSN! You are the richest man in China, if you stand up and support QQ, then you can correct the name of QQ and reverse everyone's misconception of QQ. ”

Song Weiyang smiled: "You really don't have to be afraid, just make your own products with peace of mind." MSN has never been localized, it is the same on a global scale, and the development of every feature is held at Microsoft headquarters. How can the men at Microsoft headquarters know the needs of Chinese users? If MSN can gain a firm foothold in China, then I will be a follower for Bill Gates in the future. ”

After MSN announced its alliance with Yahoo, they directly occupied nearly 50 percent of the global network communications 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 from that much. What's more, MSN is now growing millions of users every month in China, and it won't be long before it will effectively threaten the existence of QQ!"

MSN is really too good this year, it really adds millions of users a month, and if this trend continues, all Chinese netizens will use MSN next year.

Of course, the premise is that MSN doesn't force old users to uninstall one after another.

Song Weiyang crossed Erlang's legs, picked up the teacup and warmed his hands and said, "I asked you to watch more "News Network" and study more national policies, have you complied?"

"I didn't like to watch the news since I was a kid. Little Pony said.

Song Weiyang said with a smile: "China has relevant regulations that foreign investors are not allowed to set up information data centers in China. Do you know this policy?"

"It seems that there is such a rule. "Little Brother Ma is a little unsure.

Song Weiyang analyzed: "Therefore, MSN's user data can only be placed on servers in the United States, and then transferred through China Telecom's servers. Do you see what I mean?"

Brother Xiao Ma thought about it, shook his head and said, "I don't understand much." ”

At this time, MSN's large file transfer problem has not been completely exposed, because the Chinese government has not really taken action.

Song Weiyang said with a smile: "You can report the situation to the relevant departments." Almost all large companies in China are using MSN for office, especially those with multinational business, which can only use MSN for overseas contacts, and QQ is temporarily impossible to compete with others for business. How much business data do these companies send through MSN, and all of this data has to be stored in US servers, is there a suspicion of threatening national security?"

"You mean, let the government interfere?" Xiao Ma said and suddenly shook his head, "Impossible, it is impossible for the government to interfere in this kind of thing, let alone interfere with the normal development of MSN in China." ”

Song Weiyang drank tea and said: "It is naturally impossible to come out with a policy on the surface, but it is still possible to let the telecommunications departments of Beijing, Shanghai, Guangzhou and Shenzhen limit the speed and current of MSN's transit points." When the time comes, MSN's large files will be released, or they will not be able to send half of them, will anyone still use it for business office?"

Brother Pony thought carefully: "It's easy for Microsoft to find a coping strategy, right?"

Song Weiyang put down the teacup: "Of course there is a coping strategy. The first is to set up a joint venture company, and it must be a joint venture company with a Chinese team as a senior executive, and the joint venture company will set up an information data center in China. The second option is to hand over MSN's user data to a third party for hosting. What kind of strategy do you think Microsoft will take? ”

"It's impossible, Microsoft won't accept either strategy," Xiao Ma suddenly laughed, "This method is so wonderful, I'll send someone to Beijing to react to the situation immediately!"

Song Weiyang said: "How about it, this idea is still useful, right?"

Brother Xiao Ma gave a thumbs up and made a rare joke: "It's worthy of Dr. Ma, it's really scheming!" In fact, he wanted to say that he was cunning.

Song Weiyang said: "When the telecom side starts, you can stand up and seize QQ's large file transfer function to reason." Let the executives of those big enterprises weigh for themselves, whether they will continue to use a junk product like MSN or a mature product like QQ! As for me to stand for QQ, at least I have to wait until there is a problem with MSN's large file transfer function. ”

Xiao Ma said: "If there is a problem with MSN's large file transfer, then I am absolutely sure that I will win the battle, and I don't have to trouble you anymore." ”

"Actually, you really don't have to worry too much about the mess of MSN in China," Song Weiyang asked with a smile, "Do you know the cooperation between Lianzhong Games and MSN?"

QQ Games is an imitation of Lianzhong Games, the two companies are now mortal enemies, and Lianzhong Games has also joined the "Anti-QQ Alliance" initiated by MSN.

Brother Xiao Ma nodded and said, "I know, Lianzhong also contracted the game channel of MSN Chinese Network." ”

MSN Chinese's advertising revenue in seven months of this year (founded in May) is equivalent to the advertising revenue of the entire newsletter for the whole year. The key is that MSN Chinese Network contracts all channels to cooperative units, the game channel is doing it, the news channel is doing it, there is no connection between each other, and the content is chaotic!

You can understand it this way, the fantasy channel of the starting point Chinese network is contracted to a certain company, and the urban channel is contracted to another company. The user accounts are the same, but the channels are engaged in their own activities, each pulling their own readers, what the is this like?

MSN Chinese Network is the core platform of MSN's development in China, and the decision-making level is simply out of their minds when they dare to play like this!

Song Weiyang couldn't help but say: "Lianzhong is also unlucky, last year's joint venture was occupied by Koreans, and this year it spent a lot of money to contract the game channel of MSN Chinese Network." One month after the contract, MSN Chinese only attracted more than 20 users to Lianzhong. ”

"Is there such a thing?" said Xiao Ma.

Even if you go to the forum and post an advertisement, it will not only attract more than 20 users!

Song Weiyang said with a smile: "It's true." Lianzhong employees can't stand the management of Koreans, and they have changed jobs a lot in the past year. A former employee went to 17173 to post a complaint, exposing this matter, and now netizens who are not used to MSN are using this incident to satirize. ”

"I really don't know, but this matter can be used for publicity!" "Brother Pony felt like he had grabbed MSN's handle again.

Song Weiyang said: "Most of MSN's revenue this year comes from MSN Chinese. With only more than 20 users a month, can the companies that contract the channel not be in a hurry? It is estimated that it will not be long before the 'Anti-QQ Alliance' itself will be dispersed. ”

MSN also wants to do virtual props like QQ Show, this new feature to increase revenue is a very high priority, but the problem is that it can't be done!

The reason is that MSN is on the Korean side and cooperates with local Korean companies. South Korea's MSN has taken the lead in launching virtual paid props and claims to own patents, and if MSN wants to promote it in other countries around the world, it must give South Korean partners a share of the profits. This inexplicable copyright dispute has lasted for more than half a year, and both sides have refused to let go, so MSN cannot launch similar virtual props outside of South Korea.

No way, who let Microsoft engage in the globalization of MSN, and South Korea's MSN was 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 withdrawn the global R&D rights of MSN. Any region that wants to develop a new feature, even if it's just a code change, must get approval from Microsoft HQ!

For Tencent, a Korean friend gave a divine assist.