Reborn IT Giant

After Sally Krawcheck came out of Zheng Yan's room, she did not go to see Zheng Ruoxue and the others. After notifying Maury Wharton to arrange for someone to pick up Liu Wei, she came to the Phoenix Investment Fund office in the manor.

"How is it, how is it, what did Zheng Yan say?" Li Yanran asked as soon as she saw Sally Krawcheck pushing the door open.

"I'm afraid not. According to Zheng Yan, Netscape won't be around for long..." Under questioning from Li Yanran and others, Sally Krawcheck told everything Zheng Yan had said.

"If this is the case, our plan will probably come to nothing. As long as Microsoft packages Windows 95 and the browser together and makes the browser free and open, Netscape will definitely not be able to sustain it for long. In this case, if we buy

I’m afraid Netscape’s stock will be wiped out.”

Sally Krawcheck and others suddenly became quiet after hearing An Ran's words.

In fact, before Sally Krawcheck went to Zheng Yan's room, she had already read the report just now. Not only she had read it, but An Ran and several others had also read it. She just wanted to take the opportunity to get some information from Zheng Yan.

Since the establishment of the Phoenix Investment Fund, although part of the money received from Zheng Yan was spent, the profits were pitiful. An Ran and others were a little frustrated, so they took up Zheng Yan's idea.

So far, none of the companies Zheng Yan has invested in have experienced losses, and several people at Enron knew that Netscape was about to go public, and wanted to make a lot of money from Netscape, but Sally Crouch

Ke’s words poured another bucket of cold water on everyone.

"Actually, let me tell you, Netscape is still manageable." While everyone remained silent, Miyuki Aso, who had just given birth to a child, suddenly said.

"What's the meaning?"

It was Li Yanran who came up with the idea to inquire about the information this time. In her words, if Zheng Yan was asked directly, Zheng Yan would also say the same thing, but that would mean accepting Zheng Yan's help. Obtaining information by circumstantial methods would be

Their own abilities.

Although it was a bit of a cover-up, everyone accepted her suggestion. Li Yanran, who originally thought there was no chance, really

I was extremely disappointed, but when I heard Aso Miyuki's words, things seemed to be turning around, so I became excited again.

Seeing everyone looking at her, Miyuki Aso said, "I may not have known Zheng Yan as long as you, but when it comes to Zheng Yan's understanding of investment, none of you can compare to me."

"Just like when Japan's economic bubble burst, most people were not optimistic about Zheng Yan's plan to short the Nikkei Index, but he still succeeded. The same was true for crude oil futures. But Zheng Yan has a habit, a big one

A habit that no one notices."

"Every time Zheng Yan's investment plan is risky, the profit margin is also very amazing, but Zheng Yan never maximizes the profits. Zheng Yan seems to know where the highest profit point is, and it is always at the highest profit point.

About 80% of the positions will be retreated, and the maximum will not exceed 90%."

"I'm sure it's the same with Netscape this time. The reason why Zheng Yan agreed to Jim Clark to sell shares after Netscape went public was not because there was no room for growth in Netscape's stock price after it went public, but because Zheng Yan didn't want to do it for that.

It’s a little bit of profit to worry about. But just because Zheng Yan doesn’t like that little bit of profit, it doesn’t mean that we don’t like it.”

"Since Zheng Yan invested in Netscape, his valuation of Netscape must be more than a few hundred million dollars. Otherwise, according to Zheng Yan's character, he would not bother to get involved. Let me tell you, as long as we are not too greedy, on the day Netscape goes public,

If you buy Netscape stock, hold it for a short period of time and then sell it, the profit may not be too high, one or two million is always no problem."

"In addition, no matter how fast Microsoft moves, Netscape currently occupies most of the browser market. This is an indisputable fact. Even if Microsoft and Netscape want to decide the winner, it will take time, and what we need to do is

, just make good use of this time.”

Since 4510 Technology Company established a branch in Hong Kong City, Aso Miyuki has been with Zheng Yan. Later, she left 4510 and became Zheng Yan's full-time secretary. Aso Miyuki was involved in every investment made by Zheng Yan, and she was very involved in it.

Zheng Yan’s style is extremely understandable.

"Yes, I also think the method Miyuki said is feasible." After Aso Miyuki mentioned it, Salik

Rauchek also remembered something.

"When the Gulf War broke out, Zheng Yan once asked me to manage the investment in crude oil futures. As Miyuki said, Zheng Yan seemed to have known the trend of crude oil prices for a long time, but he did not pursue maximizing profits.

Let me decide for myself."

"Now that I think about it, since the end of that investment, the price of crude oil has basically returned to stability and has not rebounded. In other words, the profit from that time mainly depends on the opening price and has little to do with the selling price. I

I think this is why Zheng Yan asked me to make my own decision."

"Although Netscape's situation is a little different this time, one thing we can basically confirm is that based on Netscape's current situation, there is a high possibility that the stock price will rise. As long as we are not greedy, let's not say whether it will make a profit, at least it will not

Loss. As long as we know this, it doesn’t matter if we try.”

After Sally Krawcheck finished speaking, she turned her attention to Enron. Although the people who know best about investing are Sally Krawcheck and Miyuki Aso, because of Enron's special status, everyone is still accustomed to putting her first.

"Okay, since you all think it's feasible, we might as well give it a try. I really don't understand why Zheng Yan sleeps at home every day, but his assets are getting more and more. We work so hard, but we can't make much money. Is it possible?

Are we that stupid?"

Thinking about the investment experience during this period, Enron was not as enthusiastic as he was at the beginning.

"What's the point? We've just started, haven't we? By the way, Sally, how's the online bookstore called Amazon that you contacted people doing?" Compared to An Ran's frustration, Li Yanran was still very motivated.

"We are still in contact. According to what I know, they have held dozens of investment meetings, but they still have not received financing, because no one knows what the future of the Internet will be, but I am ready to give it a try."

Because Zheng Yan was optimistic about the Internet industry, a group of people from Enron also focused on companies in this field and sent out all the original Sally Krawcheck team members.

As for Zheng Yan, because he asked Bill to focus on the entrepreneurial situation of college students, he ignored the investment opportunity of Amazon.