In just a few days, with hundreds of thousands of sellers entering Taobao, people gradually realized that eBay and Taobao are very different......

Figuratively speaking, eBay is an auction platform focusing on second-hand goods, and the items supplied are mainly light industrial supplies such as toys and some bizarre collectibles, such as comics, game card collections, toy dolls, etc.; Taobao, on the other hand, is a platform for buying and selling new products, including clothing from China and betel nuts from Taiwan!

William? Elliott said that Taobao serves small and medium-sized sellers, which shows that although Taobao and eBay are competitors, there is a relatively obvious competitive boundary between the two! This now makes Meg? Whitman was somewhat relieved, Pierre? Omidia was overjoyed to be a member of the eBay board of directors,

However, Wall Street securities analysts disagreed, with one analyst with an in-depth study in the field of e-commerce writing in the unusually striking headline "Chronic Poisoning eBay": "...... The emergence of Taobao has validated my long-standing belief that eBay has rarely innovated since its inception. Product display fees, transaction commissions, payment commissions, advertising and sharing and other income have made eBay not enterprising over the years, and has been living a very comfortable life, even during the NASDAQ stock crash, its income has not dropped significantly!

Meg? Ms. Whitman is a competent manager, but she also does not have the dissatisfaction of the current sellers not only because eBay arbitrarily raised prices, but also because eBay did not hear their desires, and the disappearance of Paypa1 made them finally realize that they were just fat sheep slaughtered by eBay, and this class action lawsuit is the epitome of their dissatisfaction!

The dilemma of eBay is that PayPa1 has become an unpredictable burden for eBay, cutting off PayPa1, sellers and consumers are generally dissatisfied; If you don't cut off PayPa1, the number of transactions associated with PayPa1 on eBay will be exposed to your competitors!

eBay chose to survive with a broken arm, but handed over hundreds of thousands of loyal PayPa1 sellers to Taobao, and to make matters worse, the emergence of Taobao did not just give these private sellers another choice. Instead, they are now Taobao is a business platform specially tailored for sellers!

They buy a batch of high-quality and inexpensive goods from Alibaba's global trading platform, whether they come from China or Indonesia, and then sell them to other consumers, usually at a price of 15-3o% cheaper than Amazon or 8848 - or even more!

Taobao's online properties are free, meaning that one person can have two or more websites selling different types of goods; The transaction commission is unified, so that the seller no longer has to worry about the goods with a high customer unit price; Taobao has also made a lot of new and interesting features, they can dress up their online store, and they can upload product images to Taobao website without paying extra fees. It's not a lot of storage, but it's very sincere!

At this time, we realized that the Chinese who were good at plagiarism and copying were no longer 'copycat', but had made a lot of innovations on the basis of American technology - this has always been the business instinct that the Chinese are very good at, and it is also Song Chen's specialty!

The real difficulties for eBay have just begun, as their sellers and consumers are starting to diverge, sellers loyal to the auction business will stay, Song Chen's fans will not hesitate to leave, and more neutral sellers will juggle both eBay and Taobao business. Until the two are decided, just like a small Chinese seller waiting for a showdown between Tmall and Taobao, this is a smart decision!

The key factor that determines the success or defeat of eBay and Taobao is the business model, eBay's auction model makes its market capacity limited, and early transformation of commodity trading is an urgent problem to be solved by eBay! But here's the problem: between paid and free sites. Who will sellers choose? The answer is no doubt!

So, eBay is now in a state of 'chronic intoxication' that it has to give up its staggering profits to get out of it, and second. It also has to seek the seller's forgiveness for the wanton price increase over the years; The most desperate thing is that he has to fight a protracted war of patience with the world's top strategists! Will investors agree? May God bless eBay! ”

As soon as this analysis article was revealed, major media outlets reprinted it one after another. Investment banks have invariably downgraded eBay's rating to "neutral" or even "underweight", and the voices of decline are endless.

Meg? Whitman felt tired, not because there was a god-like opponent standing in front of eBay, but because he had a "pig" teammate! At the board meeting, Pierre? Omidia was resolutely unwilling to give up the merchandising display fee, agreeing to reduce the price by O.1 to $1 per item at most, and the strategy of flattening the transaction commission to 1.5% in order to compete with Taobao was ruthlessly rejected by Omidyar!

It takes courage to actively seek change, and self-"castration" requires almost paranoid courage and crisis awareness, and the reason why century-old stores are rare is because a company cannot do any of the above when facing the pressure of transformation. And when the situation changes, it is already too late!

"According to A1EXA's traffic monitoring, Taobao has entered the top 5O websites in the world, and his growth is too fast!" eBay Seat Operations Officer Noll? Howard exclaimed, "Since the beginning of the Internet, I have never seen a website with such a large number of page visits skyrocketing in such a short period of time, and what is even more surprising is that Taobao has withstood it!" The number jù center of goog1e is simply a stroke of genius! ”

Xi Financial Officer Pavel? Tuckers resisted the urge not to roll his eyes, and he was reluctant to say anything to the silent Meg? Whitman said: "The Columbia TV network people told me that the TV commercial on Taobao has been produced and will be screened next month!" There is no news from other TV networks, but I think it should be about the same! ”

"So fast?" Meg? Whitman frowned fiercely.

"At least it shows that they weren't idle last month!" Pavel? Tuckers said slowly, "What really makes Taobao's traffic skyrocket is the two major traffic engines of Chenxing Network and goog1e, we can buy the keywords of goog1e but we can't buy the very key marketing resources of Chenxing Network!" Taobao's web QQ customer system is interesting and useful! ”

"When we really face this rich and complex 'monster' of the system, we can understand the fear and panic of Ma Yun in the past two years!" Meg? Whitman sighed deeply. However, she quickly perked herself up, "eBay has indeed lived too comfortably over the years, so much so that it has lost the aggressiveness it should have!" ”

Pavel? Tuckers asked, "What are you going to do!" ”

"Taobao has functions that we can also imitate; What is not available on Taobao, we also have to find ways to make it! "Meg? Whitman groaned for a moment, and then said decisively, "Hire more web engineers, more advertising budgets, and we're ready to fight a tough battle!" ”

"It's okay to recruit, it's a bit of a hassle to have a bigger advertising budget, you know, our boss Omidia is really not a generous boss!" Talking, Pavel? Tux couldn't help but smile wryly.

Meg? Whitman said coldly: "If he even puts in the way of my request, I don't think I have any point in this company!" At the beginning, Pierre? When Omidia and those investment institutions asked me to manage eBay, they promised me more permissions! ”

"I hope so!" Pavel? Tux couldn't help but sigh.

Noel? Howard hesitated: "Do you want to show a little sincerity to the seller?" For example, we hold a grand seller conference, and we can have a good relationship with them when the time comes! ”

Meg? Whitman nodded: "Yes!" That's it, Knorr! Also, as far as Kuài reconciled with the seller's representative, as for Taobao...... Let's drag it first! ”

"I see!"

……

Song Chen, who dragged eBay into the 'rhythm of the stars', is still in New York at the moment, living a quasi-family life like glue with Li Yinxin's mother and son. At this time, Zhang Ruoxi, Bai Mengyao and others had already returned to Woodside, knowing that Song Chen's trip to New York was both public and private, so they didn't care.

The acquisition of DC Comics is more resistant than the acquisition of Marvel: on the one hand, Time Warner is in a posture, that is, it feels "tasteless" and "it is a pity to abandon it", and Song Chen's $700 million acquisition price does not make Time Warner have the sense of urgency to send the signed agreement to you;

On the other hand, it is the will of the antitrust department of the United States, Marvel Comics and DC Comics are the overlords of the American comic industry, although in the early 9O years of the last century, with the establishment of Image Comics Company, independent comic companies have responded en masse, and the status of Marvel and DC Comics has been shaken, but the two have joined forces to control most of the comic publishing market in the United States!

In such a situation, if Song Chen acquires DC and Marvel at the same time, Chenxing Culture Group's control over the comic industry is too amazing, and the American comic publishing industry must have opinions!

The only focus now is whether the U.S. antitrust authorities believe that the merger of Marvel and DC will lead to a decline in competitiveness in the comic industry, a monopoly of pricing power, and other behaviors that harm the market and consumers!

While Song Chen was waiting for the opinions of Time Warner, the U.S. Securities and Exchange Commission, and antitrust enforcement agencies, he greeted two guests from South Korea in the presidential suite of the Waldorf Astoria!

1G's third chairman Gu Benmao, and Gu Xiuzhen, who is involved in two generations of grievances with Li Yinxin! (To be continued......)

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