Reinventing the Millennium

On the seventh day of the Lunar New Year, the Spring Festival holiday is over and most people begin to return to work.

At nine o'clock in the morning, China Mobile's Beijing headquarters held a meeting on the Internet mobile communications business.

Just before the holiday last year, China Mobile passed an unjust decision to independently operate Fetion, a communications software. The reason for this decision came from a market research report by Shenzhou Taiyue.

Shenzhou Taiyue is an outsourcing company of Fetion. It works in the market. In the past year, it has deeply felt the vigorous development of the mobile Internet track.

Therefore, Taiyue submitted a detailed report in December 2010, hoping that China Mobile would pay attention to the competition on the new track and provide Fetion with more resources and support.

China Mobile indeed attaches great importance to it, and has also noticed the sky-high price cooperation between Penguin and the Spring Festival Gala. It believes that such a communications overlord will replicate the growth trend of last year's Yixin, and Fetion must follow suit.

Therefore, after discussion, everyone decided to terminate the outsourcing cooperation with Shenzhou Taiyue, not to renew the contract when it expired, and to divide it into internal companies for operations.

No more outsourcing! Do it yourself!

This directly made Shenzhou Taiyue dumbfounded. He paid attention to it, but he lost himself!

The "Fetion Development, Maintenance, Operation and Support Contract" between China Mobile and China Taiyue will not expire until October 31, 2011. As soon as news of the decision from China Mobile came out, Taiyue's stock price immediately plummeted.

Originally, at least 75% of Taiyue's revenue came from Fetion, but this was immediately taken away, and they desperately tried to find ways to reverse the situation before the decision was officially announced.

He even said harsh words, even if you operate it yourself, it will still be according to the contract, at least until October 31st, if you break the contract, you will file a lawsuit!

The work we did before the year was to study how to implement the resolution, and we left the specific arrangements for independent operations to be studied after the year.

From January to February, the news about Shenzhou Taiyue was true and false, but the market value had dropped by 50%, which made the shareholders who held this stock extremely sad. The two giants Yike and Penguin were fighting, and Taiyue was Yue was wiped next to him and almost wiped out the company!

But no matter what, the mobile executives who attended the meeting on the seventh day of the lunar month all knew that Fetion needed to regain its independence in order to raise its level of competitiveness. Well, Taiyue, if we talk about it twice more, there will always be a solution if there is no contract.

The first relevant meeting after the year, everything was in accordance with the procedures.

However, Ye Yuanbin, the deputy general manager of Zhuowang, China Mobile's holding subsidiary, couldn't stand it anymore. He endured until the last speaker finished and tapped the table with his finger to attract everyone's attention.

Taiyue's Fetion contract was signed with Zhuowang. This part of the business will most likely be taken over by Zhuowang in the future, and Ye Yuanbin has always been considered a strong player.

"Leaders, I think there must be a little adjustment now."

Ye Yuanbin emphasized: "The first is cognitive adjustment."

This meeting is halfway through. What is being discussed?

The discussion is about the development of Penguin, the communications overlord, in the mobile Internet era.

This shit was last month’s topic!

Not to mention whether it was appropriate to discuss this last month, the situation this month is completely different!

Ye Yuanbin suppressed his emotions and raised his voice: "80 million users, 80 million users! This is the first situation that Fetion must pay attention to now!"

Several leaders were whispering among each other in the conference room, and then one asked in confusion: "Has the letter already received 80 million users?"

What Ye Yuanbin was about to say suddenly seemed to be choked back.

"Ahem, I heard that Yike's Yixin already has 80 million users." Another leader who was more concerned about the market helped correct his perception.

Ye Yuanbin's mood was even more complicated. It's not that he didn't know it, but he never mentioned it just now.

He was silent for ten seconds, and continued to speak under the gaze of different meanings. This time his voice was not so high, but he still emphasized: "Fetion is not facing an instant messaging giant."

"Or that's how it used to be."

"But now, there are two."

Yixin has not disclosed user data since October last year. After the Spring Festival, Weibo President Wang Xing showed off the results, which was also accepted by Yixin. Only then did everyone fully realize how far the mobile communication business had reached.

Yixin's growth is very strong and Yike is very powerful. This is everyone's perception.

There is nothing more intuitive than numbers about what a powerful method is and what a powerful method it is.

In the past year, Fetion has also developed its mobile Internet business and has now converted 15 million users, which is three times the distance from Penguin's Letter and five times the distance from Yike's Yixin.

A year ago, Fetion was regarded as a major player in this field.

Version update, Fetion is gone.

Ye Yuanbin felt particularly heavy thinking about the two giants' desperate efforts.

"Mr. Ye made a good point in this cognitive adjustment. The mobile Internet is developing very fast. Yixin was not as good as us a year ago, but now it has 80 million users. We must also learn from Yixin and strive to get into the fast lane. "China Mobile's Vice President Zhou Zhanghua took over the words.

He laughed: "In the past, we thought Penguin was difficult to shake, but Yi Xin came from scratch, which gave us inspiration."

Everyone in the conference room nodded and discussed their thoughts based on this revelation.

After chatting like this for a while, Zhou Zhanghua looked at Ye Yuanbin, who was not involved in the discussion, and asked: "Mr. Ye, please talk about the development of Yixin and Penguin again."

Ye Yuanbin subconsciously licked his dry lips and said after two seconds: "Yesterday, Yixin posted its first advertisement in WeChat Moments. It was the 'Yixin Card' jointly developed by China Unicom and Yixin. The focus was on traffic. business."

He mentioned Yixin’s latest trends.

At 6 p.m. on the sixth day of the Lunar New Year, many users found China Unicom’s 3G “Easy Card” in the Yixin Moments, and shared quite fresh insights about this kind of advertising.

As soon as Deputy General Manager Ye said these words, everyone in the conference room frowned.

This is really a situation that no one knows about.

When it came to China Unicom, the atmosphere at the meeting immediately became tense, with some people reprimanding China Unicom for supporting Yixin over the past year.

Ye Yuanbin listened silently, feeling that there was a very important question before him.

Otherwise, we should try to find connections to transfer him to another position.

…

China Unicom and Yixin launched the "Yixin Card", which symbolizes the further deepening of mutual cooperation.

This incident didn't make too many waves.

In comparison, everyone is still paying more attention to the user scale data disclosed by Yixin.

Well, Weibo Wang Xing can be regarded as Yi Xin’s unofficial official spokesperson.

Everyone believes that the 80 million figure and the "turning point" he hit at such a juncture are not without purpose, and are generally believed to be the result of the head-on conflict between Yixin and Laixin during the Spring Festival.

A reporter called Yike and Yixin respectively but did not receive a reply from Shi Chui. The attitudes of the two companies were vague, but there was no clear denial.

Maybe it's true, but if it's false, it's not false at all.

Yixin on this scale...is going to kill the goose!

Many reporters continued to call, this time to Penguin, asking the competing parties for their views on the 80 million figure. Naturally, they did not get any results. They were just "we have nothing to say", "no comment" and "no response". problems".

so……

——"Easy to believe 80 million, Penguin is speechless"

——"The soaring Yi Xin makes Penguin unable to respond"

——"Deconstructing the development history of Yixin that left Penguin speechless"

This kind of report may be wrong or right. Everyone can guess that Penguin must be feeling very uncomfortable now because it has not given a tit-for-tat response to the number of its users.

The reporters who called everywhere for interviews, especially the financial reporters from Sohu, were the most enthusiastic. In the early morning of the first day of the new year, their section just boldly concluded that the competition between the two softwares was over. On the fifth day of the new year, unexpected data was exposed. It was really too much. It can prove my keen observation.

Sohu called Yike and Penguin, but they couldn't get the opinions of the heavyweights. After thinking about it, they called their boss Zhang Chaoyang.

Well, the boss is considered the number one Internet figure after all, and he still has some qualifications.

Sure enough, the boss and the employees hit it off.

Zhang Chaoyang, the head of Sohu, gave his views on this competition in a very eloquent manner.

"This, this, I have said this a long time ago. I am optimistic about Yike's challenge to Penguin in IM software this time. It is not about our personal friendship, but when we look back at the competition between the two of them, Yike has always been The more proactive side.”

"Penguin is hesitant to move forward. It feels like it has a lot of baggage. It is very passive in terms of public opinion and products. How can it win easily?"

"But, having said that, I thought about it carefully on New Year's Eve. Penguin has done everything it can at every stage. It is impossible for it to directly use a software as successful as QQ as soon as it comes up. Let's fully add unfamiliar elements. What if something goes wrong? If I were Ma Huateng, I would have to launch sub-products to benchmark."

"I've done everything I can, and the result is still like this, tsk."

When Zhang Chaoyang said this, he sighed: "If I were Ma Huateng, I would be depressed."

"If you ask me today, I will think about it again and comprehensively review the competition between the two companies. You see, everyone is talking about how Yixin has been doing in the past 16 months. Every step is correct."

"But is it possible that what seems to be 16 months is actually the strength that Yi Ke has accumulated in the past ten years burst out when he competes with the Penguins?"

In recent days, various media have been analyzing the development of Yixin and analyzing the means and effects of the competition between the two companies.

Zhang Chaoyang suddenly raised his perspective and pointed out that Yixin had the greatest confidence since the competition during this period. The Yixin department was really capable of doing things.

Team, talent, technology, funds, resources, public opinion, and all other factors were combined to achieve this effect. Can these be honed in just 16 months?

Zhang Chaoyang felt very emotional. Back then, he had watched Mr. Fang start Yike. Now, in the past ten years, he has quite a feeling of "I have sharpened my sword for ten years, but I haven't tried it yet. I will show you today, no one will have any injustice." Feel.

Oh no, Yike is not "Frost Blade has never tried it", he tried the sword happily.

Zhang Chaoyang did not continue to describe such feelings, but ended the interview with his reporter with a joke.

"If you ask me, there is one most serious mistake in Penguin's defeat this time. Before Yike was besieged by short sellers, Penguin should desperately find people to lobby in the United States. Without such a conflict, Mr. Fang would not be squatting in the country. Mr. Fang would not Staying at home, the results may be different."

Zhang Chaoyang joked: "Penguin shouldn't let Mr. Fang return to China. He is too destructive!"

It is extremely rare for a company leader with qualifications and status like Zhang Chaoyang to directly evaluate the competition between the two giants. This also led to Sohu Finance's report being widely reprinted again.

According to Zhang Chaoyang's style of writing, Penguin did nothing wrong but lost this competition, which is somewhat sad.

Of course, this is from a business point of view. After clicking on the Sohu report, the comments given by more melon-eaters are mostly on the side of Yike, which shows that there are still big problems with Penguin's reputation.

Zhang Chaoyang's views were transferred from the portal to the circle of friends, and many people in the industry discussed it with great interest - if he were in the position of a penguin, how would he fight against the big devil Yike?

Even a giant like Penguin, which has funds and resources, has lost the battle for its core business. Who else can stop the expansion and spread of Yike?

This discussion gradually deviated from the original topic and turned into how to compete with Yike in different businesses.

Someone also dug out Mr. Fang’s public answer to a similar question back then, which can be regarded as using the spear of the son to attack the shield of the son.

The discussion in the circle of friends was very lively, and Fang Zhuo himself noticed this small enthusiasm. He considered that if he could see this kind of problem and the underlying worries, I am afraid that more people would have extremely complicated emotions.

On the ninth day of the Lunar New Year, Fang Zhuo updated a WeChat Moments update, giving him his own attitude.

"The mobile Internet has just begun. Even Penguin's business can be subverted. What else can't happen? There are many opportunities here, and Yike cannot cover everything. In fact, just like YMS's intention, I hope Yike It can provide win-win resources for everyone, instead of just doing it yourself when you see an opportunity.”

"However, I have to say it sincerely. If you wait until the mobile Internet landscape gradually takes shape, project opportunities will definitely become less and less as time goes by. Well, I mean the slightly more promising ones."

"Everyone should take advantage of the transformation from PC to mobile, and while YBAT has their own things to do, quickly study the market and projects, kill Penguin, kill Alibaba, kill Baidu, and kill Yike."

Fang Zhuo, the giant leader, personally served a bowl of chicken soup, and finally revealed another statistic: "YiXin already has more than 40 million active users, with the highest number reaching 45 million. The company's plan in the first half of the year is to increase this number to 50 million, I don’t think the letter will have another chance.”

The head of Yike made his views clear, announcing active user numbers and expected growth.

This was far more shocking than Weibo King Xing’s news, and it quickly spread to the outside world.

In the past 16 months of competition, Fang Zhuo has never said anything like this even when expressing confidence. This time, along with the data, it is more like the conclusion from the head of Yike for this round of competition.

What is the concept of 40 million-45 million active accounts?

Perhaps the competing parties know this answer best.

Penguin faced a new round of interview questions and started a new round of silence in response.

However, some reporters discovered that, as if to support Mr. Fang’s conclusion, the “letter” in Penguin’s original promotion and publicity resources was quietly replaced with “QQ”.

This...what is this?

Penguin gave in? Really lost?

If Letters is not supported by Penguin's resources, no matter how many users it currently has, it will eventually be coerced by Yike's huge user base and die slowly.

Where does the letter go?

And, where will the penguins go from here?

Reporters enthusiastically squatted in Pengcheng, hoping to get a clear answer.

After all, Penguin stock price started to fall again...