Reinventing the Millennium

Fang Zhuo from Shanghai City noticed what his old friend was going through now, but he could only sigh softly.

Obviously, although Qingzi's Dangtuan.com and Penguin came together, this barely put together product did not blend together under the strong pressure of Mituan. Instead, it would soon fall apart.

Fang Zhuo didn't know if there was any inside story here. He only knew that this was not a track that Penguin was good at. Even if it replaced Qingzi and led the development of Dangtuan, it might still be unable to save the day.

On the contrary, Alibaba has gathered the remaining Iron Army team and is determined to build a word-of-mouth network. It may not be able to carve up a certain market. After all, group buying can also broaden the market boundaries. This is an area of ​​long-term competition.

However, the group buying market will definitely become clearer this year, and the final sign may be the demise of Dangtuan.com.

According to the market analysis and opponent observations sent by Mi Tuan.com, their judgment is that it is really unclear why Penguin took over Dang Tuan with a direct descendant.

Lei Jun, Wei Zhe, and Sun Tongyu originally regarded Dangtuan, who was shrinking the front line and honing the team, as a moderate opponent, but this time... they were even better at fighting.

Fang Zhuo estimates that Mi Tuan will temporarily gain absolute dominance within the year, and Yi Pay will be able to spread in the field of electronic payment with the dual development of Yi Xin + Mi Tuan.

Electronic payment is also a market where competition requires time and effort. However, Yipay was originally mainly limited to Tesco. It was only after Yixin established a foothold in the communications field that it suddenly had a bright development trend.

Alipay and Yipay are the two major brands in the field of electronic payment. The former undisputedly occupies the first position. However, the recent public opinion about Alipay and the rapid development of Yipay have indeed made Alibaba frown.

Fortunately, there was no public opinion war against Fang Laomo, who had been strictly guarding against the Penguin "Hippo Incident". This made many people somewhat relieved.

The Alipay incident continues to be a hot topic. With Alibaba’s foreign shareholders speaking out many times, Ma Min was forced to accept an interview, discuss the relevant situation in detail, and give a formal response.

The battle of thousands of groups in the group buying market is coming to an end. The autumn wind of rice dumplings sweeps away the fallen leaves, and the big and small kings of this market have to be initially determined.

Penguin's competition in the communications field has all shifted to the last ace QQ, and it strives to consolidate its core business in the mobile Internet era. At the same time, it has launched internal reforms and rectified system strength, aiming to rejuvenate new development drivers.

Baidu's advertising revenue is still soaring, while Yike is steadily preparing new products in June, iterating Zhurong chips, and stabilizing core competitiveness.

Moreover, the four giants are preparing for their respective positions in the vertical field. The map navigation market is increasingly filled with gunpowder, and there must be some fierce friction.

Throughout May, in addition to cultivating new work and rest habits, Fang Zhuo's main focus was on the high-level structure of Yike and the Bingxin XXXX plan.

Just like the gradually developing AMEC, there are also good companies emerging in the domestic semiconductor industry chain.

However, these emerging companies still need opportunities and support.

Still taking AMEC's ​​etching machine as an example, its equipment level this year has reached the 45nm process node, but it does not mean that it can enter the Luzhou factory of ice core.

Generally speaking, unless the equipment has a very important new technological breakthrough or the original product has major defects, it is difficult for the fab to spend manpower, material resources, time and bear huge risks to evaluate new equipment, especially equipment from new suppliers. .

Because once the ice core is started, it requires a lot of verification time, and some production capacity may need to be sacrificed.

Therefore, if AMEC wants to occupy more markets and even the global market with technological advancement, this is not only due to technical factors, but also requires breaking the cooperative relationship between wafer factories and suppliers.

But having said that, a reliable and stable equipment manufacturer can also bring benefits.

Bingxin's Luzhou factory is more demanding and adopts the world's top standards, but the Shencheng factory has been more open to domestic equipment from the beginning, has cooperative teams with many manufacturers, and has also made some unexpected progress.

Originally, ice core passivation was done with four pieces of equipment, including hole etching, photoresist removal, wet tank cleaning, and silicon oxide removal. Later, we exchanged opinions with China Microelectronics and both parties were willing to try to merge, which ultimately resulted in A four-in-one passivation equipment was launched.

If Bingxin is unwilling, it will be difficult for this kind of equipment to come out. If AMEC does not have the strength, it will be difficult for this kind of equipment to come out.

Unfortunately, this kind of healthy cooperation based on both parties is still relatively rare in China.

Fang Zhuo hopes that the Ice Core and Wafer Alliance can spawn more similar cooperation, but this will take a long time, firm support and continuous investment.

In late May, the power adjustment at the top level of Yike was basically confirmed. If nothing unexpected happens, it will be submitted for approval at the shareholders' meeting in June.

Because of the exit of former Google CEO Schmidt, a seat on the board of directors became vacant.

Fang Zhuo exchanged opinions with the directors this month, and finally handed the seat to Laiya, the senior vice president of the European market. She is the deputy of European President Pan Ben and has always performed well. This time she was selected as a substitute.

YMS President Qi He was a little disappointed. He thought he had an opportunity this time... but he accepted it calmly, thinking that this was an adjustment from the perspective of global business.

Huaxia President Liu Qiangdong has no feelings. He feels that with the growth of the local market, he will be able to get a position sooner or later. The most important thing is continued development.

Yike still maintains a 7-person board of directors structure. Fang Zhuo is the chairman. In the US market, there are Yu Hong and Schroeder, and in the European market, there are Pan Ben and Laiya. Except for independent director Si Jin, Ge, Xu Keden is responsible for technical management.

In addition to deciding Laiya's selection this time, Yu Hong also received a new promotion. After June, her business card can be printed with "Vice Chairman".

The company's top management was not surprised by this small change. The founder and co-founders have worked side by side for a long time. "The King of America" ​​is both a joke and a compliment to the performance in the American market.

Generally speaking, there are not many changes in the board of directors, but the "President's Office", known internally as the "General Office Roundtable", will undergo significant changes in the size of its personnel.

Before the change of the "General Office", there were a total of 13 senior leaders or department heads including Fang Zhuo, Yu Hong, Pan Ben, Xu Keden, Qi He, Liu Qiangdong, etc., aiming to conduct research and analysis of important strategies. This time is to increase the number to 19, adding six new executives who have performed outstandingly in their respective fields in the past two years.

On the last day of May, the Yike online meeting finally discussed and approved these two lists related to high-level power. When Fang Zhuo announced that the meeting was over, he was retained by Mr. Yu.

"Why are you tinkering with this this month?" Yu Hong was a little surprised, "Why is next month's press conference also canceled?"

"The company is growing bigger and bigger, decentralizing power, and building a better high-level decision-making mechanism and team. Isn't this my mission?" Fang Zhuo said with a smile, "At the press conference, I thought about it, and that is exactly your mission. , I have other things in my country for the time being, and I have troubles coming and going. I will wait until July to inspect the US market. I hope your team can give a good answer."

Fang Zhuo thought about his physical condition and felt that he could just handle it normally and not let the news spread anymore.

He continued: "If you have any questions, can't we meet at the shareholders' meeting?"

This year's new machine launch conference is scheduled for June 15th, and the shareholders' meeting is June 8th, a week apart. According to custom, they are regular meetings. Yu Hong does not plan to come back and entrust others to take her place.

"Okay, this time's 'unparalleled tablet' may not be too optimistic. The system adaptation is indeed not as good as Apple's." Yu Hong's attention returned to the press conference. This time, in addition to Mars and Slefy, there are also tablets product.

"Well, just like Zhurong chip, we do it iteratively." Fang Zhuo said, "I will go to New York in July and will return to Luzhou in the middle of the year. I will do risky trial production there. My friends and I have made appointments. Anyway, you are The vice chairman will take care of it next month."

Yu Hong has no discomfort at work. June has always been the market month, and she is used to it.

"Then I'll wait for the world's second best president to come for an inspection in July."

Fang Zhuo smiled and said: "No problem, the second best president in the world will issue options first next month, and then meet the King of America in July."

There will also be option awards for a group of executives at next month's shareholders' meeting, and Yu Hong is among them.

"I, the vice chairman, am already the King of Yi Ke." Yu Hong hung up the online meeting with a joke.

Fang Zhuo took off his headphones and went through the situation next month in his mind. He planned to watch the new phone launch conference, complete the minor surgery on the 16th, which would be half a month off, and then return to work.

Since this month, his stable work status and routine have made him feel good, and he feels that he can maintain this in the future.

After thinking silently for a while, Fang Zhuo asked about the status of the Gasoline Man team, and was told that a new research report would be issued today.

"Mr. Fang, there's no movement yet. How about I urge Mr. Kong?" Liu Zonghong said.

"No need to push." ​​Fang Zhuo thought for a moment, "Then don't wait. If you send it out tonight, keep it for tomorrow. I'll go back and eat it tonight. My mother is making soup."

Liu Zonghong nodded. This is probably the most obvious change in the past month. If it weren't for the fact that he couldn't go back, his boss would go home for dinner every day now.

The work in May ended with the gorgeous flaming clouds on the way back.

However, just as June entered, just as Fang Zhuo was concentrating on observing the reports of the dual teams of Gasoline Man and IDC, Liu Zonghong hurriedly walked into the office and reported a piece of gossip from foreign media, talking about Yike Zhang The disciple may be ill.

"Hey, this information is too well-informed. How did it leak?"

Fang Zhuo was very puzzled by the news. Only a limited number of people knew about it. Did the doctor keep it secret enough? It can't be a secretary.

He glanced at Liu Zonghong.

Liu Zonghong immediately replied: "There should be no problem at the hospital. This information is not accurate enough. I searched social media and there were photos of the car taken in the past few trips to the hospital. I don't know if it was connected in this way."

Frequent visits to the hospital?

Fang Zhuo took a closer look and found that it was a tabloid with little influence. If there was no follow-up, it would probably be drowned in the ocean of information.

"There will be a shareholders' meeting next week. At most, my not showing up at the press conference will easily trigger associations, but if I go to New York in July, it will be self-defeating." He shook his head, "Don't worry about it. If there is an organization that can take advantage of the opportunity, To make a fuss, that’s because they…have the courage.”

Since the Yike defense war, YIKE has been among the lowest shorted stocks in the data released by Nasdaq every half month. Judging from today's volume, it is really rare.

But if we look at the tragic situation that was caused in the first place, everyone understands this situation very well. It was really random killing, and there was really collusion. It is better not to ask for trouble.

If an organization can look over this time, there is no need to make any arrangements. If Fang Zhuo shows up and shouts a few more words on Twitter, the opponent will have to abandon his armor.

On Apple's side, there have been speculations about Steve Jobs' true health recently, and there are also a small number of short-selling institutions that are looking down on Apple's future development.

"Well, I'll give Mr. Kong a call." Fang Zhuo thought for a while and felt that although the news would not spread, he still wanted to take a precaution with Kong Yu.

Others say that Gasoline Man is relatively sensitive and has a sense of insecurity about the work he undertakes.

Sure enough, Fang Zhuo called and briefly talked about the upcoming minor surgery. Kong Yu on the other end of the phone immediately expressed his most sincere blessings...

He most hopes that his boss will live a long life. Although he, a migrant worker, has a very dazzling identity, the Americans recognize his boss's face.

If the boss has a problem, Yike may not be able to handle it. He is afraid that he will have to go to the Mississippi River.

"Mr. Fang...you must take care of yourself. I think a complete life team is very necessary." Kong Yu made suggestions, resisting the urge to accuse Mr. Fang's secretary.

Mr. Fang is ill and please ask Liu Zonghong to pay attention.

"Yes, but it's just a minor operation." Fang Zhuo said with a smile, "Mr. Kong, don't worry, if it was a serious situation, I wouldn't tell you."

Kong Yu: "..."

It makes sense, it will definitely be kept secret for a while.

He suppressed his blood pressure, which was slightly raised by his boss's sincerity: "Mr. Fang, then I...continue to go to Washington as planned?"

Fang Zhuo said: "As long as everything is normal, I just want to say hello to you."

"Okay, Mr. Fang, then I will go to the United States to seek more help in investigating Japanese companies." Kong Yu said, "Soros is indeed interested in the Japanese yen, and he has also responded."

American friends may have channels to further investigate some target companies. After all, they are at different levels and may be able to use some less commercial methods.

Kong Yu's team has reached a bottleneck in its investigation and hopes to use old collusion to introduce new variables.

Fang Zhuo put down his mobile phone and went through many things in his mind. The company's affairs and external competition were in good order. With a little adjustment, he could face the final challenge in a better attitude.