Friday, December 22, 2006

 

eBay和TOM、UMPay交易提前曝光?

2006-12-18

http://blog.donews.com/keso/archive/2006/12/18/1097909.aspx

by Keso

我收到了一份自称是eBay易趣员工发给我的邮件,该邮件披露了传说中eBay易趣与TOM、UMPay交易的新闻稿。按该邮件所说,该交易包含两 部分:一,eBay与TOM在线成立合资公司,接管目前的eBay易趣,eBay在新公司中占有49%股权,TOM在线占有51%;二,PayPal向移 动支付门户联动优势(UMPay)注资1.05亿美元,换取后者33%股份。

此邮件内容无法确定真伪,请读者自行辨别。也许不需要太久,事情就可以见分晓了。

附邮件原文:

This Week Ebay Abandons China

The Worst Businesswoman in China is Eaten by the Dragon

Below you will see the first part of two press releases Ebay China puts out this week. I am sending this to you since you write about China and since you know China and since you should know the truth firstly.

EBay now abandons China and us, the loyal workers.

I am one of the many disgruntled Eachnet employee. I have suffered through the incompetence of Ebay leaders for many years. I admit I am greedy. I stay for money. But Ebay has screwed up our Company and in China.

Now that they abandon the market through partnership with Tom Online to be announced this week. The final draft of the press release headlines are below.

Not only are they being fooled, they are basically paying bribes to get the deal done. It is comedy and a travesty and should go down as the worst deal ever in Chinese history.

They have given Tom everything, and get nothing in return. They even have to "donate" millions of USD to Tom to get them to take the deal!

Everyone knows that Tom is controlled by a dragon lady named Solina Chou. What not all know is that Solina Chou recently invested in UMPay. In order to get the deal done Solina tricks Ebay into making a huge investment into her crony-laden business, UMPay. So, as part of the deal, Ebay's Paypal Company will invest $105 million into Umpay. This money will be used to buy out Solina Chou and other cronies including Winston Wen, son of Wen XX! Is this business or a bribe?

Meanwhile we employees suffer. We have to live through leaders who have failed us.

Since our founder Shao Yi Bo was pushed out by Ebay top management, we have had german, American, Taiwan and Hong Kong leadership: no real Chinese. No wonder we are beaten at every turn by Jack Ma team.

Ebay failed in China because it relies on one leader who did not understand the market at all: Meg Whitman. Meg Whitman is Ebay Mao Zedong. No one dare tell her the truth. She exports her cultural revolution and it dont work in China. She is clearly a smart lady but is a no-nothing about China, taken advantage of at all turns.

This deal will just put her down in history as China's worst businesswoman ever.

But its not just all her fault. Huge fault also lies with the USA born Chinese, Harvard MBA that work in Silicon Valley for her. Also the deal makers around her. They tell her what she wants to hear. They think they are smart. But at every turn they are robbed.

They did the deal with Eachnet on bad terms

they fired our real leader Shao Yi Bo on bad terms

they hired new people on Bad Terms

The only one who will laugh all the way to the bank is the Tom Dragon Lady.

Please see announcements below and I thank you for your help in telling the world about how we have been wronged.

I know everything on this deal and am happy to send you more.

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eBay Inc. Aligns With Partners in China
For Next Phase Of Marketplaces and Payments Growth

SAN JOSE, Calif., December xx, 2006 – eBay Inc. (Nasdaq: EBAY) today announced two partnerships that will bring enhanced online and mobile trading and payment opportunities to buyers and sellers in China, and mark the next phase of eBay's participation in this rapidly growing market.

The first partnership is a 49:51 joint venture with online portal and wireless operator Tom Online to develop and operate eBay's online marketplace in China....

================================

PayPal Invests[h1] into a New Venture to Provide Domestic Online Payments Solutions In China
Relationship with Industry Leaders UMPay Will OfferOnline and Mobile Payments Solutions

Beijing, China – December XX, 2006 – PayPal, an eBay company and the global leader in online payment solutions, today announced that it is making a US$ 105 million investment into a new venture in which it will have a 33% stake. By June 2007, PayPal China will offer its domestic service to consumers and businesses through the new venture via relationships with UMPay, a leader in mobile payments in China.

The partnership will leverage PayPal's global online payment experience and the new venture's access to UMPay's local market and regulatory expertise to offer the best online and mobile payments service for Chinese consumers....

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[h1]PayPal, or PayPal China? -- Hani


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板儿砖 发表于2006-12-18 10:43 AM IP: 221.217.187.*
很久没有拍KESO的文章了,今天因为有别的事情,所以到KESO的BLOG上看了一眼。

今天的KESO所批露的是一个大卖买:

一,eBay与TOM在线成立合资公司,接管目前的eBay易趣,eBay在新公司中占有49%股权,TOM在线占有51%;

二,PayPal向移动支付门户联动优势(UMPay)注资1.05亿美元,换取后者33%股份。

EBAY易趣这个业务本身在中国起伏倒是一个非常经典的过程:

模仿-兴起-出卖-国外控制-国内强势竞争-客户丢失-市场丢失-出卖

“EBAY易趣”被一个浙江的懂洋文的土鳖马云搞成这样,说明洋文管理下的“EBAY易趣”对中国用户市场的熟悉时间过长,而浙江的懂洋文的土鳖 马云,利用他过去的熟悉土鳖市场的熟悉度,完成了这一侵略。其实市场是公平的,马云不是神,只是他以他的经历(可能是十几年)告诉大家,他比洋人更知道现 在的中国人的特点,

放开“EBAY易趣”是成还是败,我们今天所关注的是今后。

实际上可以说EBAY放弃了“ebay易趣”的过去战略,即直接面向终端用户,而把“EBAY易趣”当成了一个资本工具,从这个角度来看,我不认为EBAY是失败的,到是显得十分务实与灵活。

与其让他死下去,不如最大程度地发挥他的价值。

今天KESO透露的消息中第一条并不让我觉得有多大意义,而第二条绝对是影响中国互联网的大事,会影响到以下几个企业:

1、EBAY

2、TOM

3、联动优势

4、中国移动

5、中国银联

6、淘宝

7、腾讯

其中一个关键节点是联动优势(UMPAY),这个中国移动和中国银联的合资公司,无疑将成为中国今后网络融合、网络与现实融合的大家伙,而UMPAY上市,显然只需要走一直手续过程了,因为他有强大的资源和广泛用户管道。

EBAY的PAYPAL参股UMPAY33%,完成中国支付市场的深度介入,而1.05亿的价格,太便宜了,向平地捡了块金子;

UMPAY可以在“瞬间”完成用户的积累

TOM下的“EBAY易趣”会UMPAY当成业务的利器

当我们看到这些后,自然会想到他们的竞争对手-淘宝,马云淘宝与支付宝可以做的事情是:淘宝、联通、VISA的饭,就马云过去对中国的经验来看,我们到也相信他不会坐以待毙

而另一个“冉冉升起”的竞争对手却面临着非常的环境,那就是腾讯。当与中国移动的合作关闭后,其重点的几个战略方向:游戏与拍拍(包括支付系统)中,拍拍在这样的竞争中天然落到第二梯队。

所有的竞争现象现在不会立即体现,真正能显出效果的,应该在2008年

个人认为最大的赢家还是EBAY

中国移动的股票该涨了

谢谢KESO的一手消息,虽然我觉得文章开头的“我收到了一份自称是eBay易趣员工发给我的邮件”不妥。

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ittbj 发表于2006-12-18 6:10 PM IP: 222.68.241.*
一个生意而已.现在说ebay亏了/赚了都太早,但我觉得,ebay做这个事情,可能还是没有做到点上,可能是在国内金融政策的情况下的一个曲折的办法.

通过tom的路子接触到一些中国的高干人脉,但是ebay对怎么利用这些人脉显然还不熟悉,那就让他们教学费呗.

什么时侯,ebay能够请到象微软中国现任CEO的人才,我相信他才可能突破Paypal/skypy现有的困境.而对ebay.com.cn的网站本身,就不需要那么高层的人了,一些专注于本土的小经理人就可以了.

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