NetEase China entered the MSN mystery: NetEase may take the opportunity to compete for mobile instant messaging market
"Can the White NetEase MSN China portal business idea is whether Microsoft can change." NetEase for the recent rumors of Chinese White MSN news, China Securities Journal Acer Aspire 3000 Battery interviewed a number of analysts believe that NetEase will be another MSN China Partners may also take the opportunity to compete for mobile instant messaging market.
The face of NetEase buy 50% stake in MSN China, rumors, MSN Zhenyu, vice president of China preferred to remain silent, that is willing to discuss strategy for MSN China's future development, but declined to comment for the rumors. In this regard, Netease, head of Microsoft China's public relations is also consistent tone "for the rumors comment."
MSN's Chinese dilemma
Sources pointed out that NetEase Shanghai joint investment company from the hands of then drive about 50% of its U.S. Blethyn Shanghai Network Communication Technology Co., Ltd. shares. The company is a MSN in China, the actual operating entity, it is expected the consultation Wang, principal analyst Lubbe description: "Policy restrictions forced the company to enter China needs to introduce Chinese investors, but Microsoft hopes to have the absolute right to operate and does not want interference in business partners. "Thus, the Shanghai joint investment company, as is Microsoft's best choice.
Shanghai was established in the United States Blethyn network communication May 11, 2005, Microsoft and Shanghai Alliance Investment holding 50% each. Through this joint venture, Microsoft MSN portal, search and other services to enter China. However, the public rumors, Shanghai joint investment in the second half of 2007 to seek out. "Shanghai as a joint investment company profits in useless cases, consider withdrawing from the normal." Lubbe said Wang.
In fact, MSN in China has been facing strong competition, Tencent QQ, its development was not smooth sailing. MSN in time into China, its position is the gateway to white-collar workers. Previously, Liu Zhenyu also pointed out that the integration of the face of the Internet portal, MSN will vigorously promote the theme for the establishment of community and social networking, while concerned about the wireless Internet and search for products in a timely manner to the market. Apple A1185 Battery However, there have been four major gateway to the Chinese market, the industry may say: "MSN China can become the fifth-largest portal, has grown up in the four door will not MSN Spaces."
NetEase or content partners
MSN China White for the NetEase rumors, the speculation that this is China, NetEase's like instant messaging through MSN, to seize the terminal market to make up its instant messaging tool POPO regret. It is understood that NetEase POPO users have been spending a large amount of money donated to bubble currencies, to seek customer growth, but ultimately failed and Tencent's QQ and Microsoft's MSN tendency for the formation of rival powers.
"The speculation is the purchase MSN China NetEase 50% of the enlarged share. Microsoft, even with NetEase, is most likely the relationship between content partners." Lubbe hope that Microsoft will not give up control of IM, This instant messaging tool in global operations, is Microsoft's core competence in China.
It is noteworthy that Liu Zhenyu has said publicly that: "as a strategy to partner portal strategy, we will continue to push." So the industry that NetEase even get 50% stake in MSN China, most likely content partners . Another insider, MSN and Tencent also, Baidu and other local Internet companies to contact, but the direction of business reasons, the end was not successful.
Thus, Lubbe hope that if the White Netease MSN China, of course will be through MSN instant messaging users into Netease, increase traffic, but does not like the relationship between the QQ and Tencent. As DCCI Fu Zhihua, deputy director of Internet Data Center said: "If the NetEase White MSN, is conducive to integrating resources and Netease, but the pattern remains the Internet."
Into mobile instant messaging
Acquisition rumors for the complicated and confusing, there are analysts that the acquisition of MSN or to reflect the desire of occupation of mobile instant messaging NetEase's strategic intent.
IResearch Consulting believes that the user solely rely on instant messaging Dell Inspiron 8000 Battery traffic bound Gone are the days. Prospects for the future development of IM is, or combination of wireless and mobile instant messaging, or integrate with the community, the software user stickiness SNS bindings.
In fact, the current instant messaging service, after one dominant player in the Tencent no longer attract more competitors involved in this field. Even if the once red-hot with me introduce Baidu Hi, just online shopping, but also introduced a tool, not developed into Baidu and Taobao have ah web portal. The mobile instant messaging mobile QQ, and fly only the letter competition, but China Telecom has launched the Tianyi live business, China Unicom has launched a new brewing-related businesses. Can leveraging the power of the occupation opportunities, is the primary target acquisition NetEase select one of the factors. Therefore, the NetEase is clearly intent on MSN merger spell.
Over the past years, MSN has always taken the Chinese web content and partners build the road of development, and information, Ctrip, cats flapping, odd tiger, YOKA other dozens of websites and MSN have had or are working together to content. But compared to the cooperation with a number of sites, and a Web site co-operation will reduce the negotiation costs, and better depth of cooperation.
In April of this year, MSN announced that former vice president of China Zhenyu as general manager of MSN China, Microsoft's sales and general manager of online services to China, Zhuang Yili president of Microsoft's MSN, said, "I believe Mr. Liu Zhenyu will further strengthen cooperation with local partners, in-depth to enhance the user's online experience, to lead a new Microsoft MSN into the next stage of development. "Zhuang Yili words to strengthen its MSN content is very likely a site with a guess the depth of cooperation.
A source revealed: "NetEase cooperation with MSN has been basically reached, 'news pop' cooperation was also discussion about the."
In addition, the investment bank also noted that the cooperation between NetEase and MSN talk. Credit Suisse published in the April 30 investment report, since the second half of 2007, Shanghai Alliance Investment Management Limited has been record sales of shares held in the plan. Microsoft has almost all the major Chinese Internet companies were consulted, including Baidu. But in Google out of China, Baidu has become a major competitor will be to discuss an end result. According to both types of information, NetEase has been selected as potential partners because: NetEase has a strong technical background; NetEase has leading products (such as e-mail and games).
Meanwhile, Credit Suisse analysts believe that the potential cooperation NetEase and IBM ThinkPad T41 Battery MSN will be the short-term positive. Which states that with the MSN portal NetEase as the cooperation: "MSN's portal site content depends on the outsourcing partners, and NetEase in fact replace all of these content partners." This is just from another angle Netease and MSN confirmed in content, the possibility of cooperation.
