RBCT Chapter 983 Earth Collapses and Mountains Destroy (4K)
Chapter 983 Earth Collapses and Mountains Destroy (4K)
Chapter 983 Earth Collapses and Mountains Destroy (4K)
At the beginning of March, Microsoft, Yike and the Android camp conducted a wave of mutual expressions of appeal.
The duration is not long, and a wide range of manufacturers are involved. They have reached an understanding with each other, and each has hidden thoughts.
Compared with going up to participate in the collision, everyone still wants to watch the final result of the actual battle between the Finnish overlord Nokia and the industry's dark horse Yike.
For Microsoft, this is an opportunity to strengthen the WM system.
For Apple, this is an opportunity to erode Nokia's market share.
As far as Google and Samsung are concerned, if things don't work out, it may take a long-term view.
For other small characters, maybe they can eat meat and drink soup this time.
However, the undercurrent among the manufacturers is turbulent, and the relevant information has not been leaked. The external public opinion environment of Yike is still similar to before.
The attention of the financial media is generally focused on the ITC's ruling process and the timing of the results.
Previously, Fang Zhuo publicly responded to the worst result of Nokia’s lawsuit with the head of Yike during the live broadcast on YouTube, meaning “the worst is not so worst”, and Yike’s new phone in June can be successfully connected to the sale .
Now, this worst case has been dug out by the dedicated media as a new "worst case". The new judge who was replaced by the ITC stated that he will make an objective and fair ruling on the infringement case between Echo and Nokia as soon as possible.
Because of such the latest information, the media and the short-selling agencies behind Yike, which had been gradually entrenched in the surrounding area, suddenly became more excited.
The big short John Paulson didn't make a sound after that sentence to pry Yike's stock.
But his interests are like the epitome of a group of short-selling institutions, like sharks smelling blood, lingering in a piece of water for a long time and refusing to disperse.
Pete is the chief investment officer of the hedge fund P&T and one of the founders of the fund. The P&T he led hardly lost money in this financial crisis, and it is considered quite popular in the circle of general mourning. famous.
Now, as the patent litigation between Nokia and Yike enters the second half, Pete actively entered the market after observing and verifying various news, and believes that Yike will face the risk of a sharp drop in market value in the near future.
"Gentlemen, I think it is necessary to educate you about Nokia's patent reserves, as well as the adverse consequences of the ITC ban."
"Oh, the latter situation does not need popular science. LG Electronics, which was just banned by Yike using patents, is the best example in front of us."
When Pete participated in a financial program, he actively explained his views to the audience, and he wanted to tell the fact that he had network resources in ITC.
Is there anything else to argue about Echo's infringement of Nokia's patents?
If it weren't for someone being passive, the result should be announced immediately.
Pete has no way to say this, and can only use his identity as a well-known Wall Street fund manager to give various examples, including Nokia's boring explanations to the media, the information tendency in the Apple and Nokia litigation process, and so on.
However, compared to the influence of the brilliant halo of the "King of Short Selling", Peter is just an "ordinary" fund partner, and his words, like many fund managers, can only be reduced to "negative media views" during the rebound of Yike's stock price .
In particular, when Bloomberg interviewed the heads of the three major markets of Yike and sorted out the predictions of the industry's dark horses for the development of smartphones in 2009, the influence of negative opinions became even smaller.
Pan Ben, President of Echo Europe: "The 3G market in Europe is very mature and one of the most competitive markets, but Echo is not afraid of competition, but hopes that everyone will make the cake of smart phones bigger together."
"Judging from the performance of a single model, the latest sales volume of Mars2 released in June last year in the European market has exceeded 640 million units. I believe everyone in the industry knows that this is an extremely good number!"
"We are confident to complete the annual sales of 900 million units!"
"Thanks to the increasingly tacit cooperation with operators and the non-linear growth of the user group, I think that the Mars6 released in June this year can set a double goal and complete the sales of 3 million units next year."
Although Pan Ben was assigned by President Fang, he is confident in the media from the bottom of his heart, and believes that Yike is expected to continue to activate the user groups in the European market.
Facts have proved that the sharing cooperation between mobile phone manufacturers and operators is a win-win model.
Regardless of Europe, the United States, or China, dislocation competition after subsidies has become the most powerful means of competition for manufacturers.
Different from Pan Ben’s emphasis on single-market performance, Yu Hong, the co-founder of Yike, talked more about Yike’s strategic success in her interview with Bloomberg.
"Eco and Android are willing to welcome every partner with an open attitude."
"In terms of hardware, we work with top global manufacturers such as Qualcomm and Toshiba to create mobile phones with the best performance."
"In terms of software, thousands of applications have emerged in the Android ecosystem, covering almost every aspect."
"In the field of operator cooperation, we are cooperating more and more closely with T-Mobile and Verizon, and the access of Comcast, Cleanwire and other brands is also under negotiation. There is no doubt that the US market will be in the global territory of Yike play an increasing role.”
"It is this healthy cooperation model that promotes Yike to transform from a dark horse in the industry to a leader."
"I have already experienced the latest Mars3 in the R&D center. Its excellent product strength has allowed me to set the sales volume of a single product next year to slightly exceed that in Europe, um, 2000 million units."
Yu Hong pointedly talked about Yike’s spirit of cooperation, but did not mention the sales of Mars2 in the US market that had already been reflected in the financial report, and put forward a higher sales target for the next generation.
And the last Huaxia president Liu Qiangdong who was interviewed by Bloomberg did not talk about sales, but focused on the status of Yike.
"Eco will become the Nokia of China."
"Nearly 50% of Nokia's market sales at its peak are expected to be reproduced on Eke Huaxia."
"I have confidence in this, and President Fang also has confidence in this."
Liu Qiangdong was very sonorous, and mentioned Nokia's once amazing market share of nearly 50%.
Although the sales volume was not mentioned, Liu Qiangdong's expression is very bold.
This led to a dispute between the three regional marketing presidents during the video connection at night.
It is natural that there is always Fang behind such intensive voices, and the purpose is to promote Yike's stock price.
"Mr. Liu, why didn't you mention it as agreed?" Pan Ben asked Liu Qiangdong after he went online.
"I think this response is better." Liu Qiangdong replied.
Pan Ben said unceremoniously: "The media and the secondary market always respond to more specific figures. Your mention of Nokia seems to be aiming high. What does Mr. Fang need?"
"I'm in a lawsuit with Nokia now, can't I do this?" Liu Qiangdong didn't think there was a problem.
Pan Ben said directly: "You think the sales volume of 1000 million units is the lowest and you don't want to mention it?"
"Mr. Pan, this is a matter of the positioning of the Huaxia market. Huaxia is a local market. No matter from what point of view, I am more optimistic about its long-term performance, and I should show this in front of the media." Liu Qiangdong did not back down and talked freely.
At the end, he said again: "Mr. Yu didn't say anything, Mr. Pan, you don't need to worry about this, right?"
Pan Ben was furious, and took the initiative to dig up old accounts: "You have been aggrieved because people in your team were called to Europe? They did it voluntarily."
"I didn't say that." Liu Qiangdong's temper also came up, "Even if I think so, is there any problem? Director Pan."
The three major markets are not in charge of each other, and Pan Ben's multiple senior vice presidents and directors of the board of directors, in principle, cannot command Liu Qiangdong, the regional president.
"Okay." Yu Hong finally spoke out, first silenced the two of them, and then said, "What's the matter with you two? Personal emotions brought to work?"
"Pan Ben, aren't you dissatisfied with China's local positioning? Liu Qiangdong, don't you think the European market has an early development?"
"If you can't accomplish the goal in March, I will immediately switch your positions and try other people's difficulties."
Yu Hong had cold eyebrows and cold eyes.
In principle, she does not have such authority to make a decision with one word, but Mr. Yu's prestige on the market side and her qualifications to fight side by side with Mr. Fang all give the "King of America" a bonus.
There are still rumors within the company that Mr. Fang intends to appoint Mr. Yu as the global CEO.
After the ban ended, Pan Ben and Liu Qiangdong continued to talk about the market plan for March as if they were okay.
Arguments come from quarrels, grievances come from grievances, it is related to the whole, and we still have to check and make up for each other's deficiencies.
What's more, Mr. Fang may not be in a good mood recently, so it's better not to let Mr. Yu alarm him.
……
Just before the Bloomberg report, Yike shares were hovering around $90.
After Bloomberg and more media paid attention to the statement of Yike market executives and the latest data, as the major shareholder Fangzhuo once again absorbed stocks, the stock price rose to 93 US dollars.
The company's overall market value has also come to around $260 billion.
As a Forbes rich man, Fang Zhuo's personal net worth is increasing, which has aroused a new round of interest in the domestic media.
However, just as everyone was talking about how stable the position of the richest man in the mainland is, some sources revealed news about the butcher's knife of the giant Microsoft.
The news was published in The New York Times.
It is said that Microsoft has formally filed infringement representations with Android, which may involve hundreds of patents.
And, Microsoft is likely to use this to join the ranks of suing Yike and seek a new ban on ITC.
One wave is not flat, another wave rises!
Nokia was enough of a headache, and Microsoft suddenly added it.
The New York Times is a very effective media, but there are still people who doubt the accuracy of the news and the changes in the relevant situation.
However, more news then leaked out.
- Microsoft joins the fray.
——Samsung may consider Microsoft's position and give up the Android system with weak patents.
——Regarding the patent infringement of the Android matter, well-known manufacturers such as Sony Ericsson, Samsung, HTC, and LG are all involved.
——Samsung Electronics Lee Jae-yong, Sony Stringer, HTC Wang Xuehong and many other high-level executives who determine the company's strategic direction are discussing related events.
There are more and more news, and the company and people are also rumored.
Because of such a situation, Yike's stock price, which had just risen up, reacted immediately and fell below the $90 mark.
This is tantamount to pouring cold water on the domestic media.
Is the news of Microsoft's involvement true?
Originally, Nokia, a giant in the mobile phone industry, was under a lot of pressure, and a Microsoft suddenly appeared... The situation seemed to be very unfavorable to Yike.
Such news spread to Xiangjiang, as one of Yike’s shareholders, Xiangjiang Huanyu, Director Liang Qihua was asked his opinion on Yike through informal channels.
"It's okay for Yike. Mr. Fang has already stated his position. The new machine in June is going well. Mr. Yu also praised Mars3, and there are three prospects for the market."
"Eco holds key patents, as does Apple, but the combination of the two is 1+1 greater than 2."
"I believe Mr. Fang and Jobs can see this, which also means that both Nokia and Microsoft must embark on the road of negotiation and reconciliation."
"It's nothing more than a small problem with a little more conditions and a little less, and it doesn't hurt."
"Nokia has fallen behind, and now we still have to rely on the market to speak."
Liang Qihua is full of confidence, especially Yike after joining forces with Apple.
How could it be possible to reach the point of banning sales?
This is Nokia playing against Yike!
Both parties will eventually resolve this issue rationally and sit back at the negotiating table!
Liang Qihua sits and watches the stock price fluctuate. Even if it falls below $90, Yike is one of the stocks with a good pullback in the US stock market recently.
Xiangjiang Huanyu will not have any intention of gaining or losing due to temporary fluctuations, and will continue to insist on value investment.
Liang Qihua is very determined, intending to observe and verify the company's follow-up trend.
However, when he continued to pay attention to Yike related news, a piece of news almost exploded in front of his eyes.
Shenxin Kechuang will gradually sell 5.7% of Yike shares held by the SEC in accordance with the regulations of the SEC to disclose the shareholding reduction plan in advance.
Shenxin Kechuang?
Shenxin Kechuang!
This is an investment institution that has participated in Yike's first round of financing, and everyone in the circle knows that Wang Fengyi, the head of Shenxin Kechuang, is Mr. Fang's most staunch supporter!
The fierce battle between Nokia and Yike is in full swing, and Microsoft suddenly enters the market...
At this time, Shenxin Kechuang wants to clear the stock!Wang Fengyi wants to liquidate stocks!
What does it mean?
When Liang Qihua saw the news, he was stunned.
what happened?Is there any serious situation that I haven't caught by myself?
Or... what inside information did Wang Fengyi get?
otherwise……
how come……
This is Wang Fenggou!
Liang Qihua was deeply shocked.
Almost at the same time, everyone familiar with the situation in the country was shocked.
Yike's biggest hardcore retreat?
Does this signal an extremely bleak outlook for Echo's patent litigation at the US ITC?
Don't look at what the media says, don't look at how the institution analyzes it, just look at what the person who actually holds the stock does...
Wang Fengyi is about to run, and Yi Ke's situation is really about to take a turn for the worse!
As soon as the pre-reduction plan of China's No. [-] investor was disclosed, it swept the domestic investment circle and everyone who paid attention to Yike's situation like a landslide.
Soon, the media and public opinion also gave a fierce reaction.
(End of this chapter)