Chapter 165: What They Fear the Most
"The technology is changing too fast, we have clearly felt the speed of technological innovation, Mr. Ye, maybe as you said, PHC will not have a huge impact on the industry, but in the foreseeable future? Today PHC is here, and tomorrow you will be able to make PHM, and we firmly believe that this is the trend for the foreseeable future. ”
Robert Egger commented on Ye Hua with a calm and solemn countenance, and when the latter heard his words, he suddenly nodded in understanding.
As soon as he said this, the doubts in Ye Hua's heart were gone, this is the thinking and performance of industry predators, and their hidden worry is that they feel at a loss for the uncertain and foreseeable future.
Technological innovation has indeed shaken them a lot, look at those companies that have been hit by the coastline company, how high-spirited they were before this, but now the prospect is bleak, and the capital is crazy to cash out and leave the scene, leaving behind a bleak scene that no one cares about.
They are afraid that suddenly one day the secretary will make an urgent phone call, and they will sit up in a dream in the middle of the night, and then get such bad news.
People have no immediate worries, but they must also have long-term concerns!
PHC is an abbreviation for "Personal-Holographic-Computer", that is, "personal holographic computer device" or what is now widely known as "holographic computer".
And Ye Hua just paid special attention to the "PHM" mentioned in Robert Iger's words.
Obviously, Ye Hua, who plays with technology, immediately understood that what he was talking about was the abbreviation of "Personal-Holographic-Mobile", that is, "personal holographic mobile device", or more appropriately a noun: holographic mobile phone.
Ye Hua's heart was actually very surprised, because "PHM" is indeed the layout object of his next key product, and it is also another heavyweight consumer electronic product of Coastline Company after PHC.
However, this is not such an incredible prediction, the development of science and technology is regular, it can be accurately predicted, especially in the foreseeable future, when technological progress reaches a base point, the emergence of some products can be accurately predicted.
And it can also refer to the previous development route of the technology tree, such as from the Internet to the mobile Internet, from personal computers to smartphones, etc., the same PHC has appeared as a lineage, no one will question the arrival of PHM, the only uncertainty is when it will come.
This is why the PHC press conference is so much in the global spotlight, and the reason why the entire Nasdaq technology stock was dragged down and fell sharply, and it is generally believed that Apple's stock price fell sharply because it was dragged down by Apple Computer, because PHC hit the entire PC industry, which is wrong, but it is obviously superficial.
Apple's stock price almost fell below the trillion dollar mark under the situation of PHC hurricane sweeping the world, which is by no means possible for Apple's computer business, Apple's market share is not high, and its profitability is not outstanding among Apple.
The real reason is that the iPhone business may be hit by the PHM that came out of nowhere in the future, and the elites of the technology industry and the elites of Wall Street are not stupid at all.
Wall Street people think about this again, and the stock market is their best mental display; People in the technology industry also think about this issue again, and when the PHC press conference was held, Qualcomm sent important people to attend, which is the rhythm of secretly sending autumn waves, because the coastline company and Qualcomm have no business dealings.
Qualcomm has nothing to do, come over and play an autumn breeze?
Who believes.
At this moment, after Robert Iger finished speaking, there was a quiet atmosphere, and some of Camilla's "Havana" songs were slow-paced.
Robert Egger just said this, which made Ye Hua's heart quite sideways, and he couldn't help but sigh secretly that none of these people were simple, and in fact, none of the people who could sit at this table were not human spirits.
It can only be said that these people's sense of smell is really keen, and Ye Hua really can't refute their worries, and even if they are not careful enough, they can't guess the true thoughts of the old man Egger's gang.
On the surface, Robert Iger said that he was not worried about PHC, but PHM, but in fact, PHM would definitely not affect the film industry even if it appeared.
Did the advent of smartphones overwhelm movie theaters? Apparently not.
PHM obviously can't either, because its traits and genes are not destined to do it.
The real point is PHC, and now I don't worry about it because PHC is too expensive to build, hindering its popularity, and its market share cannot go up.
However, if the manufacturing cost of PHC decreases and the price of PHC becomes cheaper with the innovation of technology, the situation can be changed subversively in an instant.
But it's not PHC that they are most afraid of, it's another company and another industry, just like hydrogen bomb nuclear fusion needs nuclear fission to create fusion conditions, and PHC is nuclear fission to create fusion conditions.
By that time, Netflix, the world's largest premium video site, will wake up with a smile in its dreams, and Netflix is now one of the world's largest Internet entertainment giants with a market capitalization of $225 billion.
Once the script of the future goes like this, then Walt Disney, the world's largest entertainment company, the position of the boss of the media giant, will become more and more uncomfortable, and by that time there will be two spiritual leaders in the industry, just like Intel and Qualcomm in the chip industry now.
So who the hell is it listening to?
Don't look at Netflix as an Internet streaming giant, it seems that it can't compete with Disney, in fact, it is not an exaggeration to say that Netflix is already a thorn in Disney's side and a thorn in the flesh.
On May 24, 2018, Netflix's stock price rose to $346.75 per share, with a market capitalization of $152.6 billion, briefly surpassing Disney by $900 million to become the world's most valuable media company among publicly traded companies.
Netflix (Netflix) has also been addicted to being the boss, although it was not long, and it was soon led by Disney again, but this incident made "Di Baobao" sensitive to death, because Netflix's disruptive business model has made its paying subscribers continue to increase.
Today, Disney's market value is $280 billion, and Netflix (Netflix) is also $225 billion, which seems to be a difference of more than $50 billion, but Disney does not dare to take it lightly.
The market value is very floating, but then again, although it is virtual and floating, it is also the most intuitive information feedback.
And once the script goes on like this, then in the future, among the global entertainment giants, Netflix (Netflix) is the industry leader, it has robbed the profits of movie theaters, and the box office, and then shared profits with Ye Hua's shoreline company under the PHC ecosystem, Netflix has the key core access port, and your movie will not reach the audience without him, which is too terrible for the movie giants.
At that time, the industry will have to look at Netflix's face and act, not to mention that Walt Disney will tolerate Reed Hastings (the head of Netflix) riding on his head to make a fortune, and the other four giants will definitely not be able to bear it.
Because if it's just a change of boss, it doesn't matter if the other movie giants are different, now it's not so much Hollywood's big five, but it's actually Disney how strong it is, Disney is by people, and the other four movie giants like to see it, this holographic movie swept the world, Disney is eating meat and the other four movie giants are actually very unhappy in their hearts.
But the reason why they can't tolerate Netflix getting bigger is because it is tantamount to being deprived of the right to distribute films, and since then the Hollywood Big Five have been completely reduced to studios.
Film distribution, that is, responsible for the release and sale of films, is the vested core interest of major film giants.
This is a real cheese, and it has to be angry at both ends, one side is angry with the shoreline company, and the other side has to supply Netflix.
It would be better to provide only one and raise the coastline high, after all, it is worth fifty dollars on one side for two, and it adds up to the cost of one hundred dollars.
And kick the other one away, only one, and then hand over eighty dollars to this great god, and the great god is also willing, and he can pay the price of twenty yuan less, why not.
Robert Egger's gang will still settle this account.
No wonder they came together.
If you use a down-to-earth sentence to describe the purpose of their cocktail party, it is the rhythm of "worshipping the mountain".
After thinking about it this time, Ye Hua also sorted out all the key points clearly.
If he does not understand these things, he will suffer a great loss, and every one of these people is a good stubble.
Knowing the real purpose of their visit, it will be easy to do.
Insight into their real key point, that is, to grasp the biggest chips, with the chips, they can calmly negotiate terms with these old foxes, and if they want to exchange for this chip, they have to pay the price to match.
The mall is like a battlefield, in this battlefield without gunpowder, the front is bright, the back is swords, the game between the two sides is only between laughter, and a God-given opportunity for Netflix to take advantage of the situation may be stifled by this.
"Havana, ooh-na-na"
『Ooh-na-na,oh-na-na-na』
"Take-me-back, back, back-like"
『Oooh-oooh-ooh』
『Oooh-oooh-ooh』
"Take-me-back-to-my-Havana"
It's not even a song yet, and "Havana" still has a Cuban Latin sound.
Ye Hua has the ability to provoke the film industry and does not come to make money, which will make the bigwigs in the industry very uneasy, after all, if you are not a character and a maverick or something, no one will bird you; But if you are a big man and you are not social, others will feel very uncomfortable and will be restless.
Ye Hua ended thinking in his heart, and had already made a general decision, and immediately looked around at the old foxes, smiled, and said: "This industry also has an important profit from my coastline company, you can rest assured, I prefer a long stream of water to a small stream rather than a lump sum of money, but I hope this trickle can be more turbulent, what do you think?" ”
……