4 Questions and 3 jokes about easy letters

Wen/Wang Yunhui yesterday, China Telecom and NetEase released the "Easy Letter." Specific product details and content, there have been many reports yesterday, on the product competition level of the problem, the analysis of too many people, I will not say more. Here are the main 4 points of personal views: 1, telecommunications and netease cooperation, the most noteworthy significance is that once again redefine the operator and the Internet manufacturer's strategic relationship. The industry has long concluded that operators do not make the Internet, but also reluctant to abandon the internet, then how to do? Cooperation is naturally the best way out. Operators have users, there are data, resources, money, there is a network, there are channels, the lack of adaptation to the Internet competition in the market system and operating experience; Internet companies know how to play, but is lack of users, lack of data, lack of resources, lack of money, lack of network, lack of channels ... Therefore, in the next few years, the operator and internet companies in the complementary resources of capital cooperation will become the trend of the future. Last Thursday (August 15), I'm in the article "Big change is going to: mobile earnings subtext" in the Keji_zatan of Science and technology (micro-credit public account:). Operators must make radical transformational changes, and there are now 4 ways to see it: Turning into an intelligent pipeline; penetrating the internet business To enter the Internet industry indirectly by means of capital, and to radically transform its business structure and business model. Easy letter registered capital of 200 million, telecommunications accounted for 73% shares, NetEase accounted for 27%, telecommunications mainly out of the Chairman and financial controller, mainly to control the money, NetEase is fully responsible for product development and operation, this is a very interesting attempt. Prior to this, the move has been a stake in HKUST News, and in the release of the medium-term financial time, Mobile Chairman Xi also stated that will look for suitable investment opportunities to expand the wider communications market. And China Unicom and Tencent launched the "micro-card" project cooperation (the project does not involve equity, but also the change in the way the two sides of the cooperation reflected). But unlike these collaborations, operators and Internet companies have either been working together to "break up overnight" projects, or directly to the other parent company, "control" more than "cooperation", and the easy letter is a joint venture between the two sides, regardless of the number of shares, at least this form reflects the status of the two sides gradually equality, The focus is also in the long run. It can be foreseen that similar cooperation in the future will be more and more, in the past operators set up toll stations, to the Internet crossing vehicles to collect "fare" mode, will gradually change to remove the toll station, to the Internet large companies to invest money and resources, and then dividends income model. 2, telecommunications to the largest dowry, is an identity! Ding Lei said, the cooperation, he first found in the telecommunications, but also very anxious in telecommunications, so both sides hit. This cooperation, both sides have input, the main way is: Ding Lei said NetEase will be from its own portals, mailboxes and other products to import user traffic, telecommunications provide flow relief, import the early users of similar products, and through customized mobile phone import flow and so on. This March, science and Technology has published an article, "Telecom im variable array: Wing letter kill Wing chat?" (You can reply directly to the numbers3, view the article) and judge, China Telecom is the original another instant Messaging product wing chat on the 70 million users into the "wing letter", and from now back, "Wing letter" is "easy Letter" predecessor. But in the future, China Telecom to Ishin's dowry, the most valuable is not the existing users, not the flow of relief, but an identity: one can bypass the ministry of the ban, operating VoIP identity. Before that, China, in addition to the basic operators, other enterprises do not have the right to operate VoIP business, but because the letter is the Sino-Telecom and NetEase joint ventures, and telecommunications accounted for more than 70%, which may mean that the future can be justified by the letter of the business, so as to ease the letter for the entrance, reverse through the voice business. In fact, this is also the current micro-letter most want, the previous low-key launch of the micro-letter phone book, is a cautious attempt, but the identity is limited, as long as the Ministry of Public Order did not open the ban, can only be wronged bend curve to save the nation. And this corresponds to, Ding lei has been the mysterious secret in the preaching, October easy letter will "bring you big surprise", personal judgment, the new version will include the possibility of the application of VoIP is great. 3, Network Marketing is a great threat to the letter. The release of the letter, Ding Lei repeatedly stressed "break the privilege", and said that the group currently capped 100 people, but users can apply for a higher number of individual caps, all users can send high-definition pictures, personalized map is free, the meaning of the message directly to the micro-letter. These breakthroughs will be easy to add a lot of credit, but a negative effect is that this also weakens the network marketing Impact user experience protection. Plus you can not apply for active plus friends friend, Friends Circle also canceled the micro-letter of the non-friend is not visible settings. These initiatives have made Ishin's media properties big, privacy is highly weakened, at the same time because of the strong reality of mobile phone address, it will provide network marketing a high degree of proliferation, high arrival rate platform, can be foreseen, the future is very likely to become more than micro-bo and micro-letter network marketing hardest hit. How to use the power of network marketing to make the circle prosperous, and restrain this flood not to overflow, this will be easy to believe must face the difficult test, if coping is not good, likely will cause user's annoyance to leave. 4, for telecommunications and even telecommunications operators, the flow of relief is actually "Pandora's box." Prior to the cooperation between China Unicom and Tencent, offering directional flow relief of the big kill device, and easy letter is further, registration that the national traffic of China Telecom 300M: Active users of 2013 months before the end of the month can receive free 60M traffic, the future will be based on business development, for the national telecom Tianyi users, To reduce the cost of directional traffic for easy-letter instant messaging. This is more natural for users. But it's not good for operators. Can be seen, compared with unicom, although the flow of telecommunications is no longer oriented, but in fact, than unicom to be more cautious, 300M and 60M two, compared with the 10 Yuan Unicom can obtain 300M of micro-letter traffic, promotional period also added to 200M, the choice of 96 yuan package each month can beGift 1G Traffic has been a lot of reason, and there are time constraints, the future of the number of remission is ambiguous, obviously need to look at the side. This shows that telecommunications in the heart actually understand that the flow of relief, although useful, but not a good weapon. From the current point of view, traffic in the operator's performance composition is not conspicuous, but the proportion of it has been growing, in the voice and short message business continues to shrink, the importance of traffic is increasing, and the reduction of flow fee will further reduce the cost of users to use OTT business, and further encourage users to use alternative business, Led to an accelerated decline in the traditional business of the carriers, as in the history of mobile communications replacing fixed-line and paging services. If the future operators continue to use the flow of relief, as the main partner with the OTT vendors, then their traditional business decline will continue to accelerate, and at the critical point (enough of the new communication habits of users to develop), there is an avalanche of rapid whereabouts. By contrast, those gains that only work with Internet vendors will be far from sufficient to cover this part of the loss. By then, the flow will become the most important business resources and revenue sources, if the user is now accustomed to the "flow of relief", to the time operators to go? The greater the amount of traffic relief, the sooner this crash will come. Finally, attach a few pieces: 1, yesterday, Sohu Zhang, 360 east and other people were pulled to the scene for Ding Lei "anchor." At the door I asked Ding lei, they will also be with easy letter to cooperate? Ding Lei nodded and said: "Well, we must together ~ to Live ~ ~ ~ ~ ~ this ~ ~ Wild ~ Horse ... (Amount, I do not know your home has a prairie, anyway I was messy) 2, yesterday to the scene and Unicom product Innovation Department general manager Li Hong Five. Several colleagues to find the news is: Li Hong Five is invited to observe the representative ... The same ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ (People have to fly a letter at home, to give Ishin station is not playing their own face? 3, a few reporters around the Wang cross-examine the use of the experience of the letter, Wang very well with the letter, easy to work well, user experience is very good, I used a few days and then ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ with ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ After a few seconds before the reaction came to say, is not to use micro-letter ... (presumably this day has been said to be easy to believe, all said the mouth slippery ...) 4, last night, last night, some micro-letter users reflect micro-letter exit after the landing, the message does not go out, the circle of friends can not be refreshed, micro-trust public platform can not be landed, and even micro-letter game "love every day" can not connect, and then rumors around ... 23:53 minutes, @ Sina Micro-Trust team released micro-blog said: "Because of the computer room network equipment failure, some micro-trust users of the information to send and receive and login may be affected ... "(Failure at the first night of the release of the letter, well, is this a conspiracy?") Or is it a coincidence? )