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The author:(作者)qqpublished in(发表于) 2014/6/11 10:48:30 “UC should never be acquired“ why Ali？ ，
"UC should never be acquired" why Ali?Acquisition of UC-Ali, Ali merging UC,UC into Ali, UC browser, Yu, Alibaba-IT news "UC should never be acquired" why Ali?
Happened all of a sudden. Even employees on both sides, it is difficult to for the first time to "insiders" to speak to outsiders story in detail.
Just a month ago, Alibaba to submit in the first edition of the prospectus also says plainly: Alibaba shares held UC is 66%. Now, UC and shortly in order to create a historical record of China's Internet pricing (rumored at between us $ 4 billion-5 billion) whole into Ali, Ali relay business group, cloud computing, big data, service provider business group after the formation of the new business cluster, Chairman and CEO of UC name Yu also exchanged "Ali UC mobile business group President."
同 Is the global mobile Internet Conference a month ago, Yu once sold a tired saying that he "made an important decision", from the point of view of this thing should be integrated with Ali. Don't forget to forward a week, which he called "UC strategy for the next decade products" smarter search, like UC integrated Alibaba "search" makeover after the product; and earlier UC browser PC version, formerly Taobao browser. These high-frequency movements, as this "China's largest integrated Internet history case" hint was enough, why would a large number of internal and external communities will find the "footed"?
Since Yu still owes an external one problem: as is typical in the Internet industry "variable", has always stressed the "independence" of UC, why integration finally chose this road, and enters big Ali's body?
Ma's balancing act
Yu's own admission, UC management "that some give up", but after going to re-introduce it, and ended up making a "responsible decision" will be fully integrated UC and Ali.
Money is certainly an important factor, after all, compared to Baidu reported a $ 2 billion last year, has more than doubled. But technology acquisitions valued at an upstream channel, a price a year, Baidu's price in 2013 has been very sincere, from the perspective of cash find it hard to resist, if you want to return, to sell at that time would have been sold. But in the end both sides failed, so from this point of view, money is not the most important factor, said Yu, UC is outside the Ali, no listing of the richest Internet company, had not worried about financial issues.
As regards the underlying factors which ultimately Yu and UC options, description of the Chinese entrepreneurs recently a section might be in place:
" When there is a conversation, Li talked about attitudes toward investment, he said you look at Google and Microsoft, they basically have to buy companies, does not account for a minority stake. This attitude is very clear, his reference to the company to form their own ideas. He's got confidence in their own judgment, not under the influence of any other person, now, Baidu, Robin Li, and no one can influence the decision making. So even if Baidu and UC strategies highly cooperative, Yu and Li were also reporting relationships, rather than a partnership . ”
Jack Ma, the internal letter, expressed a wish to find within the UC "partners". This means that although he became titular boss Yu, but the direction and pace of development of the UC is still in control--in view of the latter's extensive experience in the mobile Internet industry Yu, as well as UC fought a decade of fighting in this area, MA do not exclude doing.
Something similar happened in the Internet industry has had a lot of precedents, such as UC yourself, same with Yu got in the way of post merger integration "partners", the former UC COO Zhu Shunyan, in full control of the company's commercial and game-related businesses. From the perspective of global Internet history, most notably the "partners" should be that Schmidt, when page and Brin came from Novell to lure to form the smooth operation of "Google troika".
On the way, not a "relationship", but rather "partner mentality"; not only ensures employee benefits, allocation of resources, and will continue to maintain the decision-making independence. This delicate balance, and perhaps that will be impressed by Ma Yu, one of the important reasons.
Upstream "variable" completion plan
Of course, the boss's personal perception can only be a good sign. Any reference to greater integration between the two companies, if not operationally fit, sentimental story is only an illusion.
In fact, from a purely business point of view, agree with UC's BAT is not Ali, recently for smarter searching and UC have deteriorated rather than Baidu. That also reflects the browser and search fitting how natural purity, if Baidu can really get UC last year the highest integration with the body of "variable", instead of 91, now what is the pattern of Internet? Don't be such an unworthy thought.
Ali to the UC is the other extreme, it's main product line group and the UC business almost fell in two circles, directly implicated in the interest of not so big. But from another point of view, is that duplication of resources and difficulty of integration is very low, and rarely involves the UC team and the architecture of the original.
Previously, Internet war occurred in the upstream, because the layout is too crowded, many business relationships are complex, and even there they flow on the lower reaches of each different business. Therefore, big mergers between companies if it happens on the side, integration of difficulty will be higher, because removing redundant resources, optimizing the efficiency of structure was inevitable.
Ali's particularity is that although the overall origin is on the line, but because the location is relative and downstream industry chain, earlier relatively smooth layout. Bring eBay down after a few years, Ali's main business is in "competitive vacuum period" (not Jingdong scale, Tencent gene is too weak), thereby avoiding the most brutal of the upstream competition- 3Q, 3B, wars, the war UQ war at that time, rarely hear about Ali and who ended up fighting .
But recently, with the mobile Internet is sweeping across the industry, as well as Tencent micro lightning rise to the letter, to the forced March of industry chain downstream expansion, Ali faced competition intensity suddenly increased substantially, which commenced late last year between the two "taxi wars", "mobile payment battle" is a typical example. More upstream that makes Ali begin to address and improve the layout of the wireless business, launched last year is another attempt. However, Ali entity resource, content is the core of business models, while also online are stuck with a huge amount of traffic, but the traffic flow is irreversible, it is difficult to backtrack, feeding into more upstream operations, which led to Ali in the downstream of those forward-deployed deep, face competition from Tencent upper-down impact.
UC in mobile Internet upstream roots ten years of fighting on Ali at this stage for is very required of, regardless of is global has 500 million user of UC browser business, also is domestic first big Android swims intermodal platform nine tour, and first big iOS mobile application distribution platform PP Assistant, are can to UC at of mobile platform form support Ali of upstream wireless strategy, in is big degree Shang ease Tencent + micro letter of strong impact.
What do UC?
Core war almost entirely concentrated in the upper reaches of the UC, the consolidation benefits much more than financial rewards that simple, particularly large value may be reflected in areas where they had almost never get their hands on. Because Ali downstream resources layout and integration capabilities, they even years may struggle to match.
China Internet pattern promotions for "BAT three giant era" zhihou, Ali of further layout also and Tencent, and Baidu continues to around upstream assets (main is various Internet, and mobile Internet entrance) started vary, more is to more depth of downstream to extends: paid, and B2C, and buy, and logistics, even also has financial, and television, and sports, and culture these and electric commercial or Internet seemingly irrelevant of traditional business.
The business logic itself and in the area of the Internet there is a big difference, even giants like Tencent, Baidu, is hard to make a difference in the short term. UC course unlikely to reach this height, but Ali's body, but it can make them immediate access to such resources support--O2O, and the depth of traditional industry in line with product placement, in the UC timeline is planning much earlier on.
UC may access to another covert resources is the brand. As a platform for mobile Internet business, UC products are links to third-party content as the core logic. While the UC brand remains independent reserve operations, but Ali's involvement is its profile plus is almost certain; another layer of meaning is the acquisition of a large resources behind possibilities and expand imagination.
Of course, friends increased at the same time, the enemy may also increase, Yu must also be more capable than ever before, to coordinate protection of brand new, but it's also more complicated relationships.
All in all, from Ali and UC strategies demand point of view this consolidation mergers can say what it wants, characteristic of the good is very clear. Strategic is strategic, big is not difficult, really implemented on a micro-level synergistic implementation, a mist-like environment to the outside world, both sides still have many challenges to face.
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