Continue to maintain the original point of view and maintain a pessimistic outlook

As for the prospect of easy faith, I continue to maintain the original point of view, keeping the pessimistic expectations. From NetEase openly about its CEO Mr. Ding Lei about easy letter analysis Look, I think Ishin's competitive environment has become worse than it was at the start of the period, even if it claims to have 30 million users in a short time, and has not fundamentally changed the external and internal environment of the development of the letter.

The reason why I continue to see the future of the letter, because today, in some matters of importance, whether NetEase or China Telecom have not given the industry a convincing reason.

First: Who is the child of easy faith?

From the structure of capital, China Telecom has the absolute holding power of easy to believe, according to the external caliber of both sides, NetEase is similar to the technical outsourcing support team of easy letter development, provide the technology and service support.

But NetEase's comments are puzzling: in the latest public earnings, NetEase has highlighted the importance of Ishin in the company's mobile internet layout.

We not only have to doubt, such an important product in the capital structure of the arrangement is not reflected, if capital holdings are not dominant position, NetEase constantly innovation, where to talk about? Will the major shareholder China Telecom agree?

The layout of mobile Internet is also the dream of telecom operators, "so important" easy to believe, who is the child, who is responsible for raising? --to take the message of the release of the promotion of the credibility of the activity in particular, who should come up with real money to make users active?

Second: Im to do the entrance, only the first, can not tolerate the second

In the era of PC interconnection, the application of IM has proved that no matter how large the size of the market, the end can survive only the first place. The number of years and QQ competition products, but also who dare brave the QQ as a competitor?

In the era of mobile terminals interconnected, I am afraid this rule will continue to play a role, and this law due to the intelligent terminal itself and the very strong personal attributes, I am afraid will become stronger.

So, a micro-letter, flying or rice chat, can only become helpless spectators.

At present, from Mr. Ding Lei to analysts said the easy letter free, experience, openness, resources, four so-called differentiated advantages, I am afraid it is difficult to believe that Ishin can do the possibility of the penis or not, not to mention beyond the micro-letter?

Even if you do the second, I am afraid it will be difficult to escape.

Third, what is the use of godfather?

If China Telecom is to prove how much the godfather to dry daughter, to tell the truth, from China Telecom in the resources level to give support, really did not find how many elements with Internet genes.

So, what is the reason for China Telecom Holding, or what is the indispensable reason? Brand？ Channels？ User？ Or is it possible to keep the basic telecommunications business free of charge?

If the basic telecommunications business is free really, as NetEase said is easy to believe that the core differentiation advantage, it is inevitable that in China Telecom, the letter will encounter huge resistance-this one can quickly to the provincial telecommunications companies to reduce revenue business, who would naively think that will not be resisted and opposed?

Unless China Telecom can change the way of assessment, do not check income? But is that possible?

Four: The new trend of the entrance hardening, easy to believe that the soft food is reactionary

All internet companies are hardening their own entrances, such as Google's Google glasses, Baidu's Baidu WiFi, even Sina Weibo can not endure loneliness, the introduction of micro-museum networking applications, as well as a variety of wrist strap, wrist watch.

Easy to believe this is supposed to be born early in the soft entrance, at this moment, is not in the entrance hardening trend, a bit too late?

Moreover, the so-called entrance, the so-called channel, is not an IM class software can be all covered, otherwise Baidu will not spend a huge amount of money to acquire 91.

The question is, is the letter easy to get up late set?

So, I keep looking at the empty letter!