Analysis on the timing of closing bidding rankings

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In another 1 months, the contested bidding rankings will expire at the age of 8. Apply a bad vulgar words, Baidu closed is not a profit means, but lonely--since 20% of the income, 70% of customers have been to the "Phoenix Nest", then let the bidding ranking to die!

Originally wanted to write an "epitaph" for the old man who was about to be executed, but suddenly felt that another topic seemed more interesting-why shut it down at this time? As Baidu Q3 earnings analyst meeting, an analyst's doubts: Why not choose January 1?

Wall Street apparently felt it was too early, and Baidu's share price lit up the idea after the news was released. In this respect, I would like to say that this once again proved the short-sighted Wall Street, the institutions in addition to clinging to a "yesterday yellow" not to put aside, can do a bit more in-depth thinking?

Some time ago, a reporter asked me: "When do you expect to close the bidding rankings?" My answer is: I do not know the time, but one thing is certain, Baidu will not let the shutdown behavior affect their performance. The meaning of the text, I do not know whether the reporter heard.

I'm talking about "performance", not stock prices. I'm sure that no matter when Baidu makes a decision to close, the stock price will go down. But soon, Americans will find themselves in a fuss and a false alarm.

Gossip rap, analysis of why Baidu will be sentenced to December 1:

1, as I said, Baidu will not be silly to "Phoenix nest" without confidence before the start, which is most of their source of income, the lifeblood. From the earnings can be seen, "Phoenix Nest" with 70% customers, 20% of the revenue. In a nutshell, the bidding rankings took 8 years to do now, the share is about 80%, "Phoenix Nest" in a few months accounted for 20%, the results show everything.

2, according to this time, the switching system brings about the negative effect, probably in 2010 Q2 can be relieved. and Q2 and Q3 is the traditional sense of the peak season, to ensure that the performance of the climax, just right. If postponed until next January, the time may be postponed to Q3, not reliable.

3, pressure-type propulsion. Sometimes customers are "lazy", do not think they are hesitant, or nostalgia. This is like falling in love, only to break the front, to meet new love, out of water, indecision can only be two not please.

4, both ends care not come over. Platform resources, customer service, customer energy, to maintain two systems at the same time, is indeed a waste. This is like having a wife in the house, the outside lover, do not toss to blame.

There is a famous Zen story that can annotate this Baidu's system switching. Said there are size two monks out of begging, met a mm, hesitant hesitant in the river. The big monk came forward and asked, "Is there any difficulty in being a benefactor?" the MM Frown said: "This river depth does not know, Nujia to go to the other side and not, Master may help me?" The Big monk, carrying the woman, waded through it, and returned in a moment. The little monk was puzzled, but it was difficult to ask. Walked ten Li, the Little monk finally unbearable, asked: "Senior, we are out of the family, a woman, this How to make?" The Big Monk head also does not return the head, answer Yue: What woman? I've "put it down", why haven't you "put it down"?