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"You can't do that! This is a bad decision that cannot be executed! ”

Ma Yun's face was ugly, his eyes stared at the forty-year-old executive standing in front of him, and his eyes seemed to be about to breathe fire: "The United States has the superiority of the United States, China has China's national conditions, and rashly imposing store opening fees and product registration fees will only make Tmall merchants deviate from us, and they will give up Tmall's operation in the past two years and fully turn to Taobao!" If you lose a business, you lose a user, and if you lose a user, Tmall.com has no value at all, Tuckers, is this the result that Ms. Whitman and eBay want to see? ”

Pavel? Tuckers shook his head with a wry smile and said: "This is already the result of the parent company's efforts to fight for you, otherwise as early as the middle of last year, after the NASDAQ stock crash, China's investment losses have made Whitman bear great pressure at the capital level, if it weren't for Whitman's insistence, Tmall's equity ebay would have been thrown into the equity trading market!" ”

Wei Wu, the financial director in a white shirt, was also killed by Pavel? Tuckers was shocked by the news he brought, he dragged his eyes on the bridge of his nose, and forced himself to calm down: "Tuckers, as far as I know, although the NASDAQ stock market crash is still raging around the world, eBay's finances are still sound, and you still maintain the highest gross profit margin of e-commerce companies!" ”

Pavel? Tuckers nodded, then shook his head again: "That's true, but please don't overestimate the vision and patience of Wall Street gentlemen!" If they can, they even want to see a return on every dollar they put in within a month! ”

Ma Yun, whose forehead was bruised, tried his best to calm down the foul words that he was about to blurt out, and he said in a deep voice: "I hope Whitman and my colleagues at eBay can give us more patience!" The conditions for charging are not ripe! ”

Pavel? Tuckers looked at Ma Yun directly for a long time before he said slowly: "Ma Yun, sue me, can Tmall really defeat Taobao?" ”

This question is not just to Pavel? The question of Tuckers's eBay executives is even more confusing for the "Eighteen Arhats" who founded Tmall.com: Can Tmall.com beat Taobao.com?

In terms of capital, Taobao is backed by its parent company, China Chenxing Holding Group. Far stronger than eBay, the majority shareholder across the Pacific;

In terms of strength, eBay dominates the world in the field of C2C e-commerce, and it has a good life, except for China! In China, Tmall and Taobao are divided into rivalry, the latter because it is backed by many brother companies, and all aspects are a level stronger than Tmall, but not so big that it is difficult to overcome;

In terms of time and place, the two sides are at the same starting line;

In terms of harmony, the two families were originally equal. But eBay's quick success and quick profit made the minds of many people present begin to float! It is conceivable that if Ma Yun can't stop the major shareholders from modifying the strategy formulated by the management of Tmall.com with Ma Yun as the local government this time, then the panic of the middle and senior management will sooner or later spread to the middle and grassroots employees!

For Tmall, which is at an all-round disadvantage, this is definitely a disastrous result!

Some people even muttered in private: "I knew that the major shareholders were so short-sighted and greedy, Song Chen should not have stopped it if he wanted to annex Tmall.com, let alone let ebay come forward to buy Tmall's equity from other investors, who in the company doesn't know that being a star is better than ebay?" ”

Ma Yun had long noticed the wandering gaze of other colleagues in the conference room, and at this moment...... Can he hesitate? No! So he said without hesitation: "Yes, Alibaba Group is greedy." The domestic business has not yet been stable to fully enter the European and American markets, in the C2C field must not be as focused on our efforts to show faster and better, but I need time! ”

Alibaba Group's greed is all true, but when it comes to the same heart. Intensive and meticulous farming...... How many years has Taobao been created? There is no disease of a large company, and I heard that Liang Zhiquan of China Chenxing Group is formulating a strict elimination system for the last position of the group, compared to Taobao, I am afraid that it is more fighting spirit than other brother companies!

Tmall beats Taobao?

Pavel? Tuckers didn't believe it. Wei Wu doesn't believe it, Peng Lei doesn't believe it, even Ma Yun himself has to doubt three points. But Tuckers is well aware. The purpose of Tmall's deposit is not to defeat Taobao, that is of course the highest purpose; The reason why eBay invested in Tmall is nothing more than to lay a chess piece in the potentially huge market, wait for the explosion of China's online consumer groups, and then swallow Tmall, which has been cultivated by Jack Ma and other management for a long time.

Essentially, Tmall's storage is the basic requirement, followed by defeating Taobao!

Even eBay itself is helpless against Alibaba Group, hovering in a state of mind that is both wary and resistant to Paypa1, and worried that it will not be able to get relatively cheap traffic from Goog1E. How could Whitman ask the weaker Jack Ma to defeat this terrifying monster?

Since he knew the value of Ma Yun and Tmall Net, Tuckers would naturally not be aggressive, and Ma Yun still needed to be appeased, so he pretended to groan for a while and said: "You need time, Whitman will fight for you in front of the investment manager, but you must also come up with decisive measures to open up sources and reduce expenditure!" ”

Peng Lei's heart sank, and she said cautiously: "What do you mean?" ”

"The logistics investment plan is temporarily shelved, and the merchant's package can be temporarily handed over to the third-party logistics! At the same time, eliminate unnecessary projects and push teams to save money! ”

As soon as the words fell, Chen Ping, who had betrayed Song Chen and chose to join forces with Ma Yun, turned pale and wanted to speak out against it, but he didn't know how to say it. Xiang Yizhen, the director of search technology who jumped from Baidu to Tmall.com, was also uneasy, afraid that he would become a member of the layoff; Ma Huateng was silent.

Jack Ma's face was equally ugly and unusually gray. He asked himself, is it the best way to stop Song Chen from acquiring Tmall.com last year? Is dancing on the big stage of Chenxing safer and more exciting than stepping on the tightrope of Tmall.com?

All the answers, in the end, were overturned by their own ambitions! The so-called golden nest and silver nest are not as good as dog kennels, and he would rather be a chicken head than a cow queen, all of which are his great ambitions and unwilling to be lonely.

And now...... Tmall.com is already standing at the T-junction, left or right?

……

Since the advent of the Internet, popular products have generally followed the law of 7o/2o/1o, that is, the winner occupies a huge advantage of 7o% of a market, the second place can only drink soup, accounting for 2o%, and the third place is only 1o% at most, usually in single digits!

Winner takes all is relative!

Taking Song Chen's known "history" as an example, Goog1E, who was unwilling to compromise, was "expelled" from the Big 6 before and after, Baidu's market share soared, and then 36O search disrupted the situation, and finally the share of the three was basically stable at Baidu7o%, 36O search around 2o%, goog1e was favored by "senior" net worms, but only had a single-digit market share, which was inconsistent with the status of the early entry into China.

In the same example, before Song Chen's "soul piercing", Alibaba accounted for about 7% of the online retail market share, JD.com accounted for about 2o%, and Tencent's Paipai was only in single digits...... Such examples abound in many companies with the same positioning, and can be seen everywhere!

Ma Yun's embarrassment is not because he is not convinced, and he wants to suppress the entire China Chenxing Group with Tmall alone! He knew very well that unless Chen Xing was insensitive, unless Song Chen's plaything Shang Zhi, this was impossible!

Tmall is currently the only favorable opportunity to compete for merchants and consumers at the same starting line as Taobao, once he chooses to back down...... Then, sooner or later, Tmall.com will be forced out of the main market, unless he can find another opportunity to find the "differentiated competition" that Song Chen can't care about for a while!

But how easy is that said? To make matters worse, China's weak intellectual property environment has led to innovative products being copied by competitors at almost no cost, as was the case with the cynical article "Tencent for Dog Day" that later came from!

In fact, the bad capital environment is not only affected by Amazon, nor only Tmall.com, but all companies involved in the Internet have suffered in this terrible disaster, just like before the Nasdaq stock market crash, as long as you get rich overnight, the difference is that now it is completely reversed.

A visionary person will prepare enough food and grass for his company before the "cold winter" comes, such as Amazon, which has a large amount of corporate debt, and Chenxing's three listed subsidiaries that went public before the capital environment deteriorated sharply and prepared for the "cat winter...... Say, Jeff? Bezos's compromise with Wall Street is a kind of helpless self-confidence, confident that he can make Amazon as profitable as possible; Jack Ma firmly believes that Tmall will gain the power to survive Taobao's offensive; Then, Ding Lei, who is older than Ma Yun's Internet qualifications, has been shaken, and he feels that he can't hold on.

The NASDAQ stock crash that began in March 2ooo suffered greatly from NetEase, falling from a top double-digit $17.24 to $1.52 in one year, a tragic decline of 91%, but it is not a standout!

This is closely related to the overall situation at that time, imagine the capital environment full of sorrow, Ding Lei will inevitably be a little happy, and a little sad chill! Last year, SoftBank's sharp decline in a straight line is still fresh in his memory, but he did not expect his company to stage this scene, which made him have the idea of quitting - during the stock market crash last year, he had the idea of selling the company, and this idea became even stronger after the internal personnel turmoil at the beginning of the year. (To be continued......)