Lei feng's network by the writer Yin Sheng, Internet researcher, former Deputy Editor of Forbes Chinese version of value, after Lei feng's network (search for "Lei feng's network" public attention) will continue to share in his observation of the dynamics of the Internet. Articles started their letter: value line (Jia-Zhi-Xian).
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Microsoft announced yesterday to $ 26.2 billion acquisition of LinkedIn, a social networking giant in the workplace, this could be the old software giant after losing in the mobile market, tries to break the Council's action in the commercial market--after all, and from this point of view was a wise move.
LinkedIn has nearly 150 million of months active user, they is throughout global size enterprise in the of workplace elite, and Microsoft of most income also from enterprise, it of core directly user also is these workplace elite, just Microsoft has been no found a effective of way to established it and directly user Zhijian of close relationship--this let Microsoft at of cloud computing and artificial intelligence, was wrapped Shang has a layer mist--on like Facebook and it of user Zhijian of relationship as, And LinkedIn can help disperse the fog, to achieve this ambition.
If all goes well, Microsoft and companies that have established mobile advantage to Rome – established the relationship with the user. Starting from the late 90, Microsoft tries to make up for this weakness, and through MSN and achieved good results, but the PC era of path dependence, as well as their business and there were no obvious financial difficulties, thus hampering efforts to change. Until it was abandoned by the mobile era, sick rush drops medical service to buy the popularity of Nokia.
But LinkedIn not Nokia, on Microsoft,, it not only provides has oriented enterprise of human resources solution programme, to solution enterprise of pressing, also can help Microsoft from people of angle perfect its enterprise level solution programme, established a Zhang global range of "people" of network, to improve its for customer created value of capacity--known, "people" was think is a information times of enterprise most valuable of value source, and Microsoft past does not directly master this part assets.
For LinkedIn, Microsoft a huge global marketing network, cooperation is undoubtedly the most attractive header. Currently LinkedIn's main sources of income, including human resource solutions, marketing and paid subscription, but that is where the mergers worry--in the era of social networking boom, because Microsoft will focus attention on looking for marketing opportunities rather than on the structural layout, that eventually led to its failure, despite the opening of a good.
Understand what you need, it may be Microsoft's biggest challenge now. Hand lot cash, and and cash created capacity first-class of Microsoft, as long as solution has this problem, still has comeback of opportunities, also only such, it only may provides to LinkedIn need of addition half--from tension of profit pressure in the out out, let go Yu Microsoft real need of war, this field war of opponents is Facebook and Google such of social based facilities building who and operation who.
This is likely to be Microsoft's last chance to enter era at home, because not only it is seen through the flexible implementation of strategic opportunities to mend. Last year on the Internet by the end of 2015: orientation and the golden age of the gods, and not long ago the just yesterday, almost bubble burst again in these two articles (Editor's Note: can see the public Yin Sheng) have referred to this change: FENDI iPhone 6 plus
Market style changes of addition a evidence, is has posted has value investors label of Buffett its Bo grams Hill HA sub Wei company, in this year first quarter also appeared in Apple company big shareholders of column--despite Apple company of performance negative, and shares plunged, while, Bo grams Hill HA sub Wei company participation bid Yahoo of rumors also spread is wide, also, Yahoo company also was think is a limited to declined of Internet company.
Apple and Yahoo have in common is that they are flush with cash, cash equivalents and short-term investments, and free cash flow remains positive. This means that when the bubble burst, it's easier for companies not only survived, but also using other company's unfavorable situation, acquisitions or other layout, so that recovery becomes more powerful.
In other words, Microsoft acquisition LinkedIn just a began, next more of exists future strategy short Board, and but cash flow full or financing capacity powerful of new old giant, will joined to this field Internet birth yilai maximum of once harvest and integration in the to, like IBM, and Oracle, and Google, and Apple,, and merger of compete for object may including Salesforce, and Twitter, and Tesla, and Airbnb, and UBER,.
Common characteristics of these potential takeover targets are, in a represent the future of the field plays the leading role, but profit pressures, need to continue to blood transfusion and strong strategic support in order to achieve the maximum value of the location. Facing the merger, on the contrary, strong profitability, but there are some aspects of the future is grim. Now, uncertain economic prospects and the growth of the Internet industry is getting fever, will push the two sides back together.
Similar of merger integration in China has for has while, this may and China Internet rarely out of to, and thus its market than those take global layout of United States company faster close saturated about, Qian some years, China company of growth General than United States company high have more, but from last year began has very close, and future is may appeared in turn of situation, on like intelligent phone market, last year China of growth has far below global overall growth.
At the end of harvest and integrate, global Internet map may change, but nothing will probably change, but would allow more independent of important companies die prematurely, and the few remaining giants, will have more power, but not because they are more powerful, but because opponents less. FENDI iPhone 6 plus
