How far is rebels from jobs?

December 14 Night, Millet took out 1.266 billion yuan in the United States, the two sides became partners. Although millet accounted for only 1.29% of the U.S. shares, but has the right to nominate a core executive, which also shows the voice of Millet and lei.

It is this cooperation, stimulate the original view of the United States as feud Gree Electrical Appliances Chairman Mingzhu A language is astonishing: "Two swindlers together, is the thief group."

In China, Lei and millet have become legends, and no Chinese internet company has ever grown so fast. The November rumor showed that the company, which was set up just four years ago, could be valued at $50 billion trillion. By this valuation, Millet has become the fourth-largest internet company after bat.

Lei's ambition is clearly more than that, and he is planning to replicate the millet experience to 100 companies. Up to now, lei through millet, Jinshan, and Shun for the fund and other routes, has invested more than 20 projects. No one can deny that Millet is a good company shining home.

But now, the running of Millet has started to pay for speed. The rapid growth of business models supported by marketing and light assets cannot remedy the short boards with weak technical strength. As the saying goes, three wood into the forest, three people into the public, lack of technical support of millet, the safety factor is not high.

Mingzhu's words are sharp, but they're not all wrong. On the National Intellectual property site to find out, the current Millet Technology limited liability company to apply for the patent has 1468, of which, to reach the "bulletin volume" state of the invention patent a total of 9 items, "Bulletin sealed volume" means the patent hand. Of course, considering the establishment of millet company for more than four years, and the patent review may last for a year or two, so, 9 of patents does not mean that Millet does not pay attention to research and development.

However, in the mobile phone sector, compared to Huawei and ZTE, Millet's technical capacity is weak, the technology reserves scarce is indisputable. Those lei and millet have not seen the old communications company, although the market share and revenue growth is far from the millet Xiang, but the hands of the patent reserves sufficient, a knife fatal, millet in India's encounter has proved this.

In response to the "Indian Delhi High Court ordered a ban on the sale of millet and imports of mobile phones," Ericsson issued a statement that the company refused to pay a reasonable fee for its technology, it is unfair, "look forward to a fair and reasonable outcome for both parties." Although these patents belong to the standard necessary patent, Ericsson must be reasonable, fair, non-discriminatory, under the principle of reasonable price awarded to any company, but, because the hands of millet did not grasp the key technology to make Ericsson bow, in both sides of the game, the pricing power is clearly in the hands of Ericsson. And if millet mastered the core patent, it can through the way of patent cross licensing, to reduce the cost of royalty to escape.

Look again, if the invention patent, set up but more than four years of millet company short plate highlighted, understandable. Then in the design, millet does not seem to have much pride of capital. Recently, the Japanese air purifier manufacturer, said the statement, alluding to Millet's chi-meter technology of the air purifier, in the design of the existence of plagiarism is suspected. Millet subsequently issued a statement denying the allegation, claiming that the Millet air purifier in technology, appearance and so on with the Airengine Air purifier products have a completely different design.

However, a little knowledge of intellectual property law, you know Millet's justification is somewhat pale. The essence of the tort of the appearance patent is "confusion", including the whole confusion and the confusion of the department. No matter how many details are different, as long as the two elements: 1, the general consumer is easy to confuse; 2, the appearance of confusion is not universal design and general design, or by the technical reasons led by the part, these two points of satisfaction can constitute infringement, how many details of the difference is not the key to the establishment of infringement.

Although the law is not conclusive, but at least it shows that smart rice technology in the design, there is no obvious uniqueness. When Apple's ipod, IPHONE and ipad come out, there is no such risk, because Apple is the leader and leader of the trend.

Interestingly, Millet PR director Liu on Weibo to taunt Huawei's router appearance by copying the Apple Airport Extreme router. Then Huawei Software engineer Chen responded: "Huawei has reached a patent cross licensing agreement with Apple, millet before the introduction of products have to greet Apple?" ”。

And again, the light asset model of millet, such a pattern has always prided lei, and Lei believes the light asset model can be quickly replicated to 100 companies, such as hand rings, mobile power supplies, air purifiers, but frankly, if replication is so easy, it means that these industries are either technologically low, Do not need much technology accumulation, or millet department companies do not know how much of the core technology industry, there is a patent to recover the risk. Just as the net profit of big mobile phone companies around the world is not as good as that of Apple, and 100 of second-rate companies without a technology reserve can combine to be a great company?

Lack of deep technical reserves, the appearance of the design lacks the ability to lead, although Lei millet positioning as a fever-grade products, but the real logic behind the fever is only cost-effective, and Apple is the real tall synonymous. Also in yesterday's annual meeting of the Chinese enterprises, carving the millet positioning for cock silk economy. From rebels to jobs, only black T-shirts and sensational speeches are far from enough.

In 2013, the annual Economic Figures awards ceremony, host Chen asked Ma Yun's impression of Millet, Ma Yun's answer is "marketing." "This time, millet and the United States of the Cross-border cooperation is a good thing, but the industry is recognized, in the home appliance enterprises, the United States is also a typical marketing, two of good marketing companies to butt together, must be able to tell a very provocative good story, but there is no good story is not enough.

Back to say Lei and mingzhu gambling, cell phones and air-conditioning is originally two completely different two industries. Air conditioners are still durable, so the six-year warranty offered by Mingzhu is attractive. And smartphones increasingly become FMCG, technology and product updates iteration quickly, new enterprises rise faster, but the industry's rise and fall cycle is also short, mobile phone and internet companies are relatively much lower safety factor. New laugh, the old people cry, said is the harem 3,000 belle sibling, said is also the communication industry is a life-and-death.

Take a look at the past example, Nokia relied on mobile phone business to climb to the top began in 1996, but in 2011 years, after the successor of Apple and Samsung both surpassed, on the throne of the champions, Nokia sat for only 15 years. And in the smartphone age, this substitution has become more rapid, and the choice of more dollars has made consumers more ruthless, with the former upstart HTC, whose market capitalisation has surpassed Nokia and BlackBerry, but it has lasted for a year or two, and today's market capitalisation has lost most of its value compared to its heyday.

Also at last year's awards ceremony, Ma Yun reminded Lei said, 23 after the real talent is true. Nasdaq used to have a famous saying, "Any" can be listed,but to tell the tale, also sent to Lei and millet.

More articles welcome the financial story, micro-signal "Caijinggushi". In addition, I also in Sohu it opened a column with the same name, in Baidu Hundred, Eric opened a real names column. Welcome to share interesting cases and clues to me.