Sunday, October 24, 2010

Free patterns subversive

Although the free model has been discussed for a long time, but I found that many people are still misunderstanding.

I think the "free" is the Internet's genes and blood. If a service is we all need, it must be free, such as search, instant messaging and so on; but the value-added services, not everyone should use, you can be charged. Such as playing games, you do not want to spend time grinding on the inside; some people buy a sword directly on the Swordsman, so the sale of props can be a value-added services.

Chris Anderson summed up the free theory and the Long Tail have built a huge user base, the otherwise can not work. China and the U.S. in the Internet world in the same starting line, also has the largest population, traditionally have 300 million Internet users, mobile users will reach 6 700 million. Therefore, China can find good examples of free patterns, such as Tencent and 360.

Get a free service after a huge user base, then the cost of access to users is almost zero. If the introduction of new products such as Tencent, only their own users to be a description, overnight, a lot of people to use. In addition to value-added service charges, cost savings on the market and huge brand value, is free of charge to the intangible asset model obtained.

I have to do with Charles Zhang said input very good, he say no money, but he found a dog through a free input method can establish the brand and reputation, than to spend the same money play much better advertising results. Such as Mengniu, Yili annual cost a lot of these traditional companies do a lot of advertising in the CCTV, but the real with the 360, Thunderbolt these Internet companies than the last people who come into contact with many? Has a huge user base, follow-up marketing to enter the virtuous circle basically no marketing costs.

But "free" model looks simple, not everyone can do. If you enter an existing market giants, fierce competition, often requires a lot of input. For example, 360 years ago into the security market, it is because we have the support of several million U.S. dollars, or security software is really free to do with their Rising competition is difficult to stick to it. But judging from the United States, Web2.0 era, many creative input is not significant advance, including Twitter, but only if you have a special innovation, to New Two years later we still can not understand how did Twitter matter.

We are easy to make a mistake, that is to take existing business model to cover new applications. For example, Yahoo is doing Banner ads, Google will not operate, but do keyword advertising, this is a commercial model of subversion. Out to Facebook, many people will use search engines point of view of it should do targeted ads, proven advertising model which does not work, Facebook's revenue depends mainly on value-added services, which some like Tencent model.

Look at Twitter, I can tell you, the Company's micro-Bo is not Twitter, it's business model is doomed Sina on the original media model, advertising, or with the operator split, they do not really understand Twitter. I think that, Twitter is a revolution in the future, it may include the Internet, Google is a kind of subversion, this is under way. We can not use the traditional gateway to the business model to see Twitter, or would come to wrong conclusions. Twitter allows communication between people is not a "one on one" or simply "one to many", but a complex network. When the terminal is no longer limited to the Web site Twitter, there may be television, mobile phones, the Internet is subversive, then, now many Internet products will be completely Xiecai, it can ruin an old industry, which is the power of the revolution !

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Tuesday, October 19, 2010

How do dual channel memory with?

From the compatibility, the formation of dual-channel DDR memory is best to use the same brand of products with specifications that could ensure that the memory in the electrical properties of the two most close to in order to avoid compatibility problems. However, the use of the same batch of memory, even the well-known brands of memory such as Kingston, in their memory on the same memory used in the production of particles dates may be different, so "the same batch of memory" is without any meaning. In fact, even using different brands of memory, as long as the same size and specifications, can also be set up dual-channel system (as long as the memory itself has a certain quality).

Therefore, we can assume that the business really wanted to deceive you. He mentioned the various "must" is actually causing you to "very difficult to build dual-channel memory," the illusion of you as an excuse to raise prices. So Adam advise you not to purchase a memory in the business, find a credit guaranteed. In addition, the memory can not buy the case with the brand, that you can choose to Adam Kingston DDR400 memory with capacity. In fact now we are talking about modern memory is not modern factory production, but rather assembled from various small manufacturers, basically does not exist "with the brand" concept. Contrast, Kingston's memory should be able to meet the original quality, supporting the use of memory requirements.

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Monday, October 11, 2010

PCCW's assets, hedge funds covet emergency shot Sing Tao Charles Ho

PCCW (0008.HK) telecom and media assets of the battle more fun, there are insider recently told this newspaper revealed that the CPPCC Standing Committee, the Sing Tao News Corporation (1105.HK) Chairman Charles Ho intended to join the fray, and led Contact number of Hong Kong tycoons to "rescue" the telecommunications and media assets of PCCW, to avoid their falling into foreign hands.

"PCCW chairman Richard Li Ka-shing the intention of falling out with his father." Reporter of the person to provide a rather interesting details: Three weeks ago, Li Ka-shing received news that PCCW's Richard Li sold the assets to foreign investment, immediately call to find Richard, bought the assets put forward by his shot, do not Gaode shareholders do not and; In addition, telecommunications and media assets sold to foreign investors, foreign investors may be large layoffs, this is not the central government, the Hong Kong Government and the Li Ka-shing would like to see situation.

"Richard did not listen to his father's phone." The person said, "Richard insists the aim is to get rid of the shadow of his father, name for oneself."

"Li Ka-shing's Hutchison Whampoa (0013.HK) telecom and radio services have been, had not re-acquire PCCW's telecommunications and media business, but if no local consortia shot, PCCW assets, foreign capital will fall on the hands, so Hong Kong Government measures of interest, you can give special approval, the problem is Mr Li refused. "the source said.

And Charles Ho PCCW assets, the latest buyer, who is also the Standing Committee of the CPPCC National Committee and Shandong Provincial People's Government Consultant, but also set up in February this year, the Hong Kong Bauhinia Foundation guardian, who is responsible for monitoring the performance of the Trust, Chile is considered by the Fund, the Government The think-tank.

Charles Ho family in the tobacco business, also known financial skills amazing, AW due to the acquisition of the Sing Tao Group (now renamed the Sing Tao News Corporation) fame, has also been actively expanding its media empire last year, started to Attacking free newspaper market in Hong Kong, founder of "Headline Daily" potential to become a new generation of media mogul.

"Charles Ho shot together with other local consortia, the success rate appears high, you can get the blessing of China Netcom, but may not be Richard approval, he is still inclined to sell to foreign investment." The source said.

Notably, several news sources revealed that two of the PCCW assets after foreign buyers - Australia's Macquarie Bank and Newbridge Capital - attach great importance to the mainland market, the CNC high-profile opposition, has buy worn.

It is in this context, our financial sector, a veteran told us, "there are a number of hedge funds in recent count, see whether the acquisition of PCCW assets, dismantling, or first buy, then high reselling. hedge funds are not afraid of offending China Netcom, would focus on whether it profitable. "

However, Netcom shares in February 2005 when PCCW, has been committed to the sale of telecommunications and media subsidiary, the first CNC agree that the sale of PCCW's claim that, if it is only an asset rather than equity, Netcom will be no veto. Richard Li, PCCW's assets will be sold if the hedge funds, Netcom must apply for judicial review to stop trading, hedge funds dismantling or re-sale plan for converting to.

Foreign firms because of PCCW study, is the news a lot. Lyon, research report, Netcom, after Richard lost confidence, or hope that the introduction of local investors, the Hong Kong tycoons Li Ka-shing and a minority are potential buyers, the highest among the You Yi Li Ka-shing shots; the line that the most simple and likely approach is Li Ka-shing bought by the private form.

Merrill Lynch report refers to, PCCW share price will change with the development of trade, and that Netcom's influence in the incident are increasing. The Bank believes that the best solution is to the Mainland and the Hong Kong company or consortium to become the largest shareholder of PCCW's assets, or acquire Richard Li's PCCW shares held. As the transaction remains uncertain, Merrill Lynch's investment rating on PCCW from "buy" from "neutral."

"Richard Li, the local consortium or not, it is difficult to obtain foreign consortium acquired Netcom recognition, while hedge funds are likely to face legal problems." A European securities companies, analysts believe that the incident could end the sale of PCCW assets to nothing.

But he argues that there is no consortium is willing to offer Hong Kong, Richard Li and Netcom in PCCW's cooperation has been very difficult to crash and burn, a few months later, Mr Li will eventually sell about 100 billion market value of the PCCW stake for This case marked the end of odd series.

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