IT bumper car: Why Ma Yun eve reorganizes Chinese Yahoo! in the tenth anniversary
The IT bumper car fifth issue: Why Ma Yun tenth anniversary reorganizes Chinese Yahoo! before Ali
The NetEase science and technology news on September 23 news, the tenth anniversary celebration eve, Alibaba Group announced carries on the reorganization once more to the China Yahoo! service, the peeling oral traditions network and washes its conformity to the rapid expansion the valuable net. Less than at one month later tenth anniversary celebration party, Ma Yun announced Alibaba Group in the future ten years prospect, still tight regarding electronic commerce. With Alibaba CEO Wei Zhehua, Alibaba Group original “dharma five fingers” positive “the palm is fist”.
But conceives in the Malaysian cloud’s next ten years, the people were very difficult to find Chinese Yahoo!’s shadow. How many degrees Chinese Yahoo! in Malaysian cloud “changes the flag to change thought”, in the future what course to follow? The American media disclosed repeatedly Yahoo! new palm gate Butz to the Chinese Yahoo! present situation discontented news, Chinese Yahoo! will return to bosom of American Yahoo!? The Malaysian potent drug reorganization of moves toward the rebirth under cloud? This issue “IT Bumper car” will launch the discussion on these topics.
“IT Bumper car” is
a grade of IT news commentary video frequency column which the NetEase science and technology brand-new plan promotes, the honored guest lineup by Chinese Internet three veteran Lin Jun, a parental affection and Zhang Zhenyang combines, will explain China and even the whole world regularly is newest the heavy pound IT news information, behind the perspective event business logic, told behind the news true story, the return to original state media event’s truth and essence.

Splendid viewpoint abstract:
Lin Jun: Cooperation of Alibaba and Yahoo!, what Alibaba settles on is the search technique, what but Yang Zhiyuan settles on is hands over as soon as possible the scald one’s hand sweet potato. But Alibaba does in a big way, washes does valuable in a big way, Masayoshi Son this money, therefore changes into Yahoo! China to give one money, from the beginning Ma Yun on Yahoo! China this bureau, in some kind of significance said that from the beginning is strange bedfellows.
Zhang Zhen is positive: Alibaba this team excels the commercial environment to build, at the entertainment, media and technology completely lacks felt, excels is carries on all each surface business information docking, provides or trades the platform to facilitate many transactions to the enterprise better instrument of exchange, therefore union of itself Alibaba and Yahoo! is quite awkward. Ma Yun realized own strong point is, therefore he wants not to be suitable some thing strips.
Opens the parental affection: After washing the treasure Baidu shielding, this matter horse cloud affirmed that fully realized has not grasped the search to be under the control of others, but he not possibly makes the search with Baidu and Google to contend with. What he must do is vertical search, already some Alibaba, washes the valuable accumulation huge information content, makes a search tool, this is also the matter which he must certainly do, Chinese Yahoo! possibly becomes outside one “evildoer’s disguise”.
Zhang Zhen is positive: I thought that now the pressure to Chinese Yahoo!’s action is passive, this originates takes office passively after Yahoo! new CEO this department’s service clears off, gradually overseas’ branch office will clean, then this does not have the achievement, not to have the content regarding Chinese Yahoo! not to have the achievement company, must begin for it, now should be Ali for the posture which to begin to make.
Zhang Zhen is positive: Ma Yun Ali software and Ali cloud is independent, the entire layout was very clear, he will be one will look like Amazon this appearance to have huge computing power and memory and commercial connection ability service company in China, will provide the massive calculation ability and computer resources provides the service to all enterprises in China, will turn in this kind of business environment is a biggest integrated business and biggest information provider.
Lin Jun: If itself Yahoo! is really taking advantage of this opportunity Chinese Yahoo! pull, then Ma Yun Chinese Yahoo! giving up, Wang Shuai is a very appropriate candidate, initially this company fluctuated, needs a person to help to maintain Yahoo!’s honor and Ali’s honor.
Full text factual record:
Lin Jun: Each NetEase’s net friend, hello! Welcome to watch this issue IT bumper car program. In September 10th, Alibaba crossed its 10th birthday, while announced grandly own 10th birthday, Yahoo! China low key reorganization, merged Yahoo! China’s oral traditions net to readjust 1 year ago to return to wash the valuable bosom, Yahoo! China turns around into to have the mailbox and gateway information service company primarily once again. In other words in the past N years, Yahoo! China traded N to be appointed the president, has tried N patterns, causes Yahoo! China not to know that what company now it belonged, what model, what future developmental direction, our issue program will continue to invite two old friends, what left me was Mr. Zhang Chunhui, the one who sat right me was Mr. Zhang Zhenyang. The parental affection and stupid fox, my very strange Yahoo! China this kind of the company, Yahoo! once was the Internet first brand, I remembered first CNNIC evaluated, first was Yahoo!, second was Chinese Yahoo!, very senior and very established brand, the whole world’s Internet first brand, Yahoo! China in China’s destiny was really many booklets, until now, what company this company said not clearly is.
Chinese Yahoo! is: Is the gateway, search or the community?
Zhang Zhen is positive: Yahoo! from the beginning is global version’s hao123, after developing, is a collection collects the engine, gateway and a finance and economics negotiable securities new media representative, a most comprehensive new media representative, what but adopts in American market is entrusts the management the way, Asia, does well in Taiwan, but more does not make the gateway search, is the electronic commerce pattern, Japan is also relatively quite independent one. China? At that time also wants to let Chinese here localization as soon as possible, to China’s operation team enough many authorizations, because of the well-known reason, at that time Chinese Yahoo! from the beginning did also to be possible that time, inside has many gray things, including the hoodlum software and evil intention buckles the expense, these things were the Chinese Internet enterprise altogether had the general character during that time, but took an international big brand saying that perhaps did not want or cannot does by own trademark and these gray things the connection, perhaps is in this kind of consideration, stripped from the original condition again comes out, the process Japan, has given Alibaba this team to do.
Everybody knew that Alibaba this team excels the commercial environment to build, at the entertainment and media aspect completely lacks felt that completely lacks including the technology felt, excels is carries on all each surface business information docking, provides or trades the platform to facilitate many transactions to the enterprise better instrument of exchange, in this foundation, union of Alibaba and Yahoo!, is in itself quite awkward, if because looks like Qimo to make C2C equally, how washes to be valuable to manage? No matter is C2C, B2C and B2C, Alibaba himself had enough many brands and resources there, Yahoo! China impossible to put the existing thing, it must result in the independence to become a new brand outside present’s Ali, what is this new brand?
Currently possibly each kind of development direction has, may make new media, does a gateway, but I want to defer to Malaysian cloud kind to wish one could paying give government’s manner to say valuable, will not make the stand-alone gateway, perhaps will take a search engine, provides to washing valuable also good, provides is also good to Alibaba, or is similar as one kind of internal commercial search to the frame computing mode which proposed in Baidu, digs the database, then carries on each commodity and each search’s person precise docking, the consumer and market manufacturer can quickly and rapidFound thing which he wants. But, said by the existing technical merge of brand, this road was extremely remote not to mention, once if must make this thing, definitely was puts in Ali system to do, will not put Yahoo! China, this was many years issued Ali cloud the enterprise was related, if Alibaba or Ma Yunxiang made such a search engine, definitely was puts inside Ali cloud brand to do it, not only because it was a search, moreover put behind completely the content, this was the foundation is.

Opens the parental affection: This matter is at sixes and sevens, is very from the beginning chaotic, we did not say that thinks this is a very possibly very attractive fist, because had hit many fists in the past, from the beginning chaotic, how can believe that this fist does come out is the attractive fist? Before hits is very bad, hit how suddenly attractively? Very difficult, therefore does not make clear must do anything. We together, we from the personnel assignment, the front gold construct Hangzhou to change into present’s Wang Shuai. We looked that Wang Shuai’s background material, does not have what concrete service, his employed background is not very strong operation background, he is the PR stratification plane person, therefore PR stratification plane’s person, they were known as a very much must handle this matter, regardless of being the high-sounding talk or the low key, since must handle this matter again, is not the small matter, definitely said to such group is not the petty action, was not a petty action, his role took on a such matter like this, itself on did not satisfy the need, therefore I said a moment ago, this person past, Wang Shuai past, affirmativeAlso is a transitional character.
Lin Jun: Yahoo! China may divide four stages in vein in China.
The first stage should be called a gateway’s issue of stage, because Yahoo! China enters time in China is not specially early, 98 years later rising of
Sina, enables this stage quick Yahoo! China not to become the Chinese first brand in China, because Sina this kind crowded, for a long time, the gathering ability very strong news gathering method, the manual gathering editing mode, after makes the information quantity, Yahoo! China does not have what opportunity, in the information is not very strong;
The second stage started to ask a big pile of person to seek the change, including most important with upright cooperation, network advertisement permission power and rights question, including looking for many people, afterward became the A8 music president Zhang Pinghe the professional managerial, has not gained the breakthrough, afterward felt specially was in the match spilled into highly with the village gateway in China already obtained to break through, at this time they want to adopt to ask the professional manager not to be good, adopt to purchase a Chinese native place Internet company’s behavior advancement, behind this behavior at that time chose Baidu and 3721 negotiations, at that time Baidu and 3721 in marketIs the power balance, or Baidu slightly, 3721 slightly weakly, but may not fight in the situation has chosen the connecting rod Yahoo! China, said according to Zhou Hong祎 words, technical accumulation and the brand their of market abilities and Yahoo! then, divided the minute to be possible to kill Robin Li, but Zhou Hong祎 repertoire has not obtained support of Yahoo! including Yang Zhiyuan.
Later Zhou Dynasty great wild goose 祎 departure announced Yahoo! conclusion of user time, at this time Yahoo! China turns into a weak, in fact weak destiny from this time started, on the one hand cannot localize excessively, because of the brand request of company, because on the one hand takes the first brand, at that time Google did not have in the situation, hopes that gains enough market share and performance in China, in this kind of situation, the story edition should be Masayoshi Son at this time in Alibaba investment start, thought that has is little strenuous, at this time under Masayoshi Son’s acting as a matchmaker, Yahoo! China Yang Zhiyuan, washes the treasure to sit including Ali’s horse cloud in together againThis bureau has made.
Starts from this bureau, my viewpoint believes that at that time Ali needs to search this kind of technology, if i.e. does not have the search technique, because Ali’s B2B service was very at that time big a part to make many promoted the things, for instance has bought Global Sources, the overseas promotion time discovered that I have not searched, moreover at that time his match Baidu, 3721 had certain market share in the enterprise search, in some kind of significance said that what Ali settles on is the search, what but Yang Zhiyuan settles on is thinks the means to hand over scald one’s hand’s sweet potato. In this sense, Alibaba does in a big way, washes does valuable in a big way, Masayoshi Son this money, therefore changes into Yahoo! China to give one money, many was difficult saying that and sold a part of stock to one money, from the beginning Ma Yun on Yahoo! China this bureau, in some kind of significance said that from the beginning was strange bedfellows.
Will Ali push vertical searches Chinese Yahoo! is only an outer covering?
Lin Jun: Inside this some questions we have also been discussing, after Yahoo! new CEO comes up, search service through selling goods at rock-bottom prices the way has given Microsoft, adopts the way which is divided with Microsoft to make this model, in a sense, Yahoo! started to give up searching gradually, if according to this logic, the Yahoo! in Chinese area searches the aspect also to give up, what Chinese Yahoo! does turn into? In the past Ma Yun wanted to buy the search, has not bought, quite bought Yahoo! China or with Yahoo! China cooperation, now the Yahoo! whole world starts to give up searching, Ma Yun can think, what place the stupid fox you did think this contradiction in? The whole world gives up searching, the Chinese Yahoo! most valuable place searches.
Zhang Zhen is positive: Actually said that Yahoo! most valuable was searches this to be obsolete, from the Yahoo! whole world’s strategy, the income came from the big customer, but the search engine present business model stressed gradually gradually on the small customer, must therefore result in focuses present’s this part, strengthened the gateway and strengthened information, can therefore complete in this, but traditional market that did not excel, was a weak, therefore gave up. Said in returning to homeland, Chinese Yahoo! is in itself lacks the strategy, the parental affection spoke of a moment ago leaps the news
the analogy to be good, inside this involves enterprise’s gene, I said two spots, likely horse cloud issue’s several sub-companies, I felt that he thought clearly, specially Ali software and Ali cloud separated, came out independently clearly, the entire layout was very clear, he will be one will look like Amazon this appearance to have huge computing power and memory and commercial connection ability service company in China’s Internet market, will provide the massive calculation ability and computer resources gives all enterprises in ChinaProvides the service, turns in this kind of business environment is a biggest integrated business and biggest information provider, but should discard outside this thing, I believe that emits Chinese Yahoo!’s information to raise the oral traditions ……I thought that Ma Yun had not given up, searches the preparation to do including the present greatly, wants to catch up in this, if makes one or surpasses Disney’s cross media, the big entertainment kingdom on the Internet Disney, he enough excels, in this foundation, I thought that Ma Yun realized own strong point is, therefore he wants not to be suitable some thing strips.
Opens the parental affection: I opposed that I thought Yun Zhaodao felt.
Opens the parental affection: Right, Chinese Yahoo!. His strategy I think that definitely is this, we remembered a while ago time, Baidu has handled a matter, washing the valuable search shielding, me must make the commercial city, certainly cannot let my competitor here, this matter Yun Kending very much bears a grudge, he also fully realized that he has not grasped the search, is under the control of others, therefore he has suffered a loss, he has been injured, he revenges, does this enmity report? I also said a moment ago, he makes the search, already impossible with Baidu and Google, even we earliest use Yahoo! to search, even overseas Yahoo! that the kind of search’s level, is not he must do absolutely, what he must do is the function search, simply speaking is the vertical search, vertical search this meaning shouted sometime, shouted had 1-2 years and 2-3 years, nobody completed, I think what he must do was the vertical search, the stupid fox said a moment ago to customer, including already some Alibaba, washed the valuable these information contents, was the same with QQ, the accumulation was hugeThe content, again extends to Ali software expands, at this time needs a thing, this thing is a search tool.
Alibaba makes the search engine, right is the global most accurate vertical search tool, this matter he does well, this is also the matter which he must certainly do, I affirmed now, but why falls to Chinese Yahoo!, this matter he definitely may do, but we have forgotten a point, Chinese Yahoo! this matter everybody forgot similarly , because Chinese Yahoo! has two values, first, Chinese Yahoo! has certain historical value, the historical brand; Second, Alibaba has a unified image, now pays the treasure, to wash the treasure, Ali software and Alibaba these, who makes an image? Who makes a such gateway support force a skin? Front these do not suit, does not suit in the situation must result in has one newly, do you call ABC to call a Chinese Yahoo!? Certainly puts out valuable, from Chinese Yahoo! this noun is in itself also interesting. Baidu, in the audiences seeks his a lot, Google is a slang, Yahoo! is also a slang, Yahoo! is the discovery meaning, Chinese Yahoo! has also discovered China, I think that they in the internal brand construction, are in the enterprise culture ideas, should be said how using Chinese Yahoo!, to discover China this original good slang name’s concept, how found the matter which the feeling the resources and do to merge the present, displays the YAHOO name value the culture.
Chinese Yahoo!: Integrates Ali to return to Yahoo!?
Lin Jun: But has a question, in the first half of this year, Yahoo! established own R&D center in China again, was the branch office, may the evidence stupid fox’s viewpoint, Ali definitely want to make the search, even did vertical searched, can give up Chinese Yahoo!? Or does Yahoo! want to receive Chinese Yahoo!?
Opens the parental affection: I thought that this matter anything has not conflicted.
Zhang Zhen is positive: Has the conflict. First, if I must make a vertical search, this thing is says to Ali is very important, outside therefore definitely cannot place in the manpower, must place the 100% controls inside the enterprises, but has braved now, some calls Ali the cloud the company, Ali cloud to make this search, naturally. Second, according to the existing Ali several conditions in empire, several service mutual intrinsic logics is consistent, but displays the final consumer who or faces is different, therefore is very difficult to make a unified gateway, washing the treasure, Alibaba, Ali cloud these thing conformity in the same place, this is very difficult to achieve, he can only and his region distributes to make his marketing promotion according to his service category.
林军:你认为就算提也很难做。
张震阳:中国雅虎,这么多年了,看着阿里把这个东西装进去也不行,放出来,最后甚至把这么小的口碑装进去,要是我我也收回来,这时候肯定在这种沟通层面上新来一个CEO,肯定要下一把火,这时候就会要求你是不是应该把这个东西交回来,不交回来大家怎么做?之后可能有类似相关股权交易的动作。
张春晖:我们现在还不能看到后面的交易,因为这还需要更多的资料去挖掘出来。
林军:江湖传言。
张春晖:对,我们只能去推断,平白无故本来就是一个乱七八糟的事情,现在又搞了一个乱七八糟的事情出来,我们从这里面去找,做搜索的投入已经很大,几百人在那儿干活,不会平白无故的,那些人在那儿干吗?所以肯定是用搜索,既然把搜索搞出来,又不可能像百度、Google那样,这是不可能的。最简单也是最合理的,就是跟阿里云这块怎么扯,到底谁是外面那张皮,我们先不管,这两件事情本身的关联性已经出现,至于再往下挖一层,为什么要这样做,可能要得到更多的资料,后面有什么交易。
林军:本身如果雅虎真的是借这个机会把中国雅虎拉过来,然后马云又把中国雅虎给放弃掉,王帅是个很合适的人选,当初这个公司波动,需要有一个人帮助维护雅虎的脸面和阿里的脸面。
张春晖:对公众有交代。
林军:这时候王帅的角色反而很清楚了,如果这样解释,这个模式就……
张春晖:后面肯定有一些交易,只不过现在我们还没有看到,还没有找到更多线索,但是这念头不会有平白无故的事情,肯定后面有交易。
林军:是一个有上市公司的公司。
张春晖:没错,从功能上、业务上讲,它的搜索和阿里云的技术有关联,垂直技术是很清晰的,只不过到底谁是谁的皮,为什么要做这样一个看上去乱七八糟的事情。
林军:看上去马云同志比巴茨、杨致远还是聪明一些。
张春晖:那当然,又找到感觉了。
林军:马云找到感觉是对的。现在我们看,不管中国雅虎回不回去。
张春晖:回不去了。
林军:我们大家设想一下,中国雅虎,如果我们给王帅支招,不考虑被马云放弃,现在是一个新的公司,你们觉得中国雅虎应该怎么样去运营呢?笨狸你觉得出主意的话……
张震阳:我觉得第一个首先从阿里手上拿过来,因为他可以做的事情都已经被阿里做光了,如果还在阿里手上,确实没有多大成功的空间。马云说了他不会做游戏,娱乐类的东西不做,非娱乐类的东西他基本做完了。现在在国内互联网市场,确实还是有一些机会的,包括社区,还是有的,而且中国雅虎也有过这样一些产品上的尝试,从产品的表现力上讲,其实也还可以。
林军:雅虎邮箱这个产品还不错。
张震阳:包括把邮箱结合,也还可以,但是在市场推广和资源投入这块是严重不足的,特别是到了后来独立的eBay、淘宝出现之后,肯定不可能出一个独立的社区,依靠原来所做出的基础和现有的品牌效应,在国内重新去做,包括白领、外企氛围的社区,有机会。
林军:Sunny怎么看?
张春晖:我觉得还是老老实实回到垂直,基于原来的阿里云,假定里面有交易,肯定会剥出一些现在属于阿里云里面的事情,这些事情应该拨出来给中国雅虎去做。我们从另外一个角度讲,还是以阿里巴巴和腾讯来做比较,我们会发现一个很特别的事情,这两个公司有很多相似性,如何相似呢?腾讯是纵轴,甚至Q币有纵轴线,有横轴线,比如QQ.com、Q-zone、QQ宠物,包括QQ游戏等等,是它的横轴,形成交叉营销。阿里系也是这样,原来刚开始搞的时候搞阿里巴巴B2B的,开始做了一个C2C,C2C买东西要去B2B的网站上找,供货商形成上下游,结合的关系,这时候推出支付宝,支付宝就像Q币一样,作用不言而喻,一样的,又形成交叉营销,阿里软件做好了,阿里软件不也是在上面的叠加吗?阿里妈妈出来了,都是在做内部的消化,形成目前中国互联网公司看上去只有阿里巴巴和腾讯,业务结构是很相似的,所以我们一点都不怀疑,这个时候如果出了乱七八糟一招,中国雅虎在整个横纵轴里面……
林军:没有位置。
张春晖:不是没有位置,这时候会把它放在哪个位置,这时候放进去肯定不像前些年了,前些年的格局慢慢形成,这时候放进去,肯定就放在哪一条轴上面,但无论往哪一条轴,平台一放上去,交叉营销、关联关系是不可磨灭的,肯定是一个关联的关系出现,这一次的出现跟以前不太一样,以前没感觉,乱七八糟。
林军:马云过去两三年已经把局理清了,先理他手上能控制的局,最后理中国雅虎的局。
张春晖:对,我认为是这样的,类似当年QQ为什么要做QQ.com,好端端的这个东西,为什么做QQ.com?也是有争议的,有点感觉,有点意思。这个时候重新出的这一拳,怎么样把中国雅虎放到这个体系或者跟这个体系如何结合,心里已经很清楚了。
林军:对中国雅虎变成垂直搜索,笨狸怎么看?
张震阳:因为我一直的观点就是,如果在自己的业务体系内怎么搭没问题,但毕竟中国雅虎是一个寄生者,并不是自己的亲生儿子,不可能类似像支付宝、淘宝、口碑这样在这个业务体系里运营。
张春晖:搞不好事情已经开始了。
张震阳:马云现在的商业王国已经发展成这么一个规模或这样一个定义,大家对他的认知有这个品牌内涵,在这个基础之上,中国雅虎的品牌价值对于他的商业王国到底意味着什么?有没有多大价值?
张春晖:我们要这样看,马云的屁股坐在哪里。
林军:坐到他的阿里集团。
张春晖:雅虎跟阿里的交易决定了他坐在哪里,他要么通过某些交易把中国雅虎控制进来,如果他屁股坐在中国雅虎,那不言而喻,当然阿里的资源要为我所用,所以要看他屁股坐在哪里。
张震阳:他的屁股绝对是坐在阿里这边。
张春晖:他就肯定要想办法把中国雅虎给纳进来,很简单的判断。
林军:目前来看中国雅虎现在这个局可以感觉到充满了一点的阴谋或者交易。
张春晖:都是聪明人,都是高智商的,不会平白无故搞一个乱七八糟的笑话。
张震阳:从这点来看我觉得是这样的,现在压力对中国雅虎的举措是被动的,这个被动来源于雅虎新的CEO上任之后把本部的业务理清之后,会逐步把海外的分支机构来清洗,那么对于中国雅虎这个没有业绩、没有内容也没有作为的公司,必须为它动手,现在应该是阿里为了动手而作出的姿态。
张春晖:马云干脆让他动,何必重新把它纳进来?也是交易,讨价还价。
林军:时间原因,今天关于中国雅虎的讨论进入尾声,中国雅虎这个局,实际上它的命运代表海外互联网公司在中国发展的缩影,很奇怪的是,包括Google在内,海外跨国互联网公司巨头在中国目前都没有取得跟它全球互联网地位相对应的市场地位和份额。相反,我们看到阿里和腾讯这样公司的崛起,以及百度这样公司的生猛,我们还看到中国互联网公司已经经过……阿里过了10年,腾讯已经过了11年,百度公司很快渡过10岁生日,这样一批中国公司的崛起,会让我们看到中国互联网的未来。很高兴大家收看本期的节目,谢谢大家! (本文来源:网易科技报道 ) ![]()



Reference price: 














