Yahoo fire, hurt China's e-commerce?

All the northern text. For Dongwei Liang "said Good:" Chengmenthe, implicating. "But in general, the pool of fish in the fire of the gate is also close to the gate, such as the moat fish." Microsoft and Yahoo are two U.S. companies, and their mergers and acquisitions dispute, in general, hit the Atlantic fish at most. China's e-commerce in miles away, but also dragged into the real injustice is also the most!

Although Yahoo rejected Microsoft's offer, many in the industry understood that it was only a matter of time before Yahoo was bought by Microsoft. Yahoo is now holding about 39% of Alibaba's stake, Alibaba's biggest shareholder. Alibaba and Taobao, respectively, represent the business-to-business and consumer-to-consumer business of Chinese e-commerce, and the industry began to speculate on the future trend of China's e-commerce.

Alibaba's development will be diluted by Microsoft

This century of big mergers and acquisitions, will undoubtedly have a great impact on the economic order of E-commerce in China. Microsoft has been absolutely ahead of the market in China's PC operating system and office software, and Yahoo is one of the world's largest Internet companies, and the merger could have an impact on the competitive order and economic security of Chinese-related industries. Of course, the most influential or e-commerce.

Even without the purchase, Microsoft and Alibaba have been deeply rooted in e-commerce business. Microsoft MSN Portal and Alibaba Group related e-commerce Cooperation has been launched, such as Microsoft China's shopping channel for Taobao, MSN pop-up window shopping information is also directly pointing to Taobao.

and in the 26th salon of it Longmen, some guests pointed out that once the successful purchase, the cooperation between the two sides will be transformed into the group's internal business collaboration, and will carry out more in-depth and comprehensive cooperation, Alibaba's entire group will be more powerful, its leading position in the domestic E-commerce market will be further consolidated. Among them, Ali software by Microsoft in the software of unique resources, will be more comfortable. Further conjecture, if Ali, Yahoo, MSN can further join hands, can not get through the two veins? Of course, all this is our good vision. In fact, Yahoo has gone through the high speed of growth, from the performance of major shareholders, can sell a profitable price, it is good. And Alibaba is growing at a high speed.

From the development of the situation, in 3-5 years, Alibaba can maintain more than 100% of the growth, but to join Microsoft estimates will not be done. Alibaba's development is actually diluted by Microsoft. In Microsoft's big family, Alibaba's stock may not be as strong as it is now. Hundred shareholders see Alibaba, but think is a small part of Microsoft, if Microsoft's growth rate is only 30%, Alibaba even if 300%, in Alibaba's stock, also may not have 300% embodiment.

Will the lifeblood of China's E-commerce be mastered by Microsoft?

The world's it history of the big surprise acquisition will undoubtedly have an impact on China's e-commerce industry, but also a far-reaching impact. Rumours began that the Chinese Government had been involved in the deal. It is said that the relevant regulatory authorities have contacted Alibaba to understand the impact of the transaction.

Seeing such rumors, many people's first reaction must be a big surprise. What does the Government have to do with the mergers and acquisitions of two US companies? Why would the Chinese government and the SFC intervene even if China's e-commerce is an economic issue?

Public data show that Yahoo owns 39% of Alibaba Group, as the largest shareholder, while Yahoo China is run by Alibaba. If combined with soft silver, SoftBank and Yahoo altogether hold about 70% of Alibaba's shares. SoftBank and Yahoo also have shares "entanglements". If Microsoft buys Yahoo, Microsoft's stake in Alibaba must be greater than 51%. At the annual staff meeting of Alibaba Group held in Hangzhou on February 15, Ma Yun first spoke to employees and their views on Microsoft's purchase of Yahoo, saying that independence is the principle of Alibaba. If Microsoft really buys Yahoo, Alibaba under the power of capital, whether can insist that Ma Yun said independence? Obviously impossible, these days, is the age of capital talk. Once the takeover takes place, the real control of China's E-commerce leader Alibaba will fall into Microsoft. Ma Yun said that independence will become the past, or can only be a dream state.

On the other hand, Alibaba actually grasps the lifeblood of China's e-commerce, and if Microsoft buys Yahoo success, will undoubtedly become Alibaba's biggest shareholder. Then, the lifeblood of China's e-commerce will be in the hands of an American company. And what are the consequences?

Obviously will have a great impact on our country. If Alibaba represents China's business-to-business and Consumer-to-consumer, then Alibaba will have a lot of Chinese e-commerce information, more specifically, there will be a lot of China's SME development related information. This information has agreements with various banks, first-hand information on the export of Chinese SMEs, the development of SMEs in China, and a lot of information that is closely related to the economic situation. There is a lot of data that is necessary for a country to keep a secret.

In this way, the government must be worried. In the face of such a large security risks, can not hurry?

If Alibaba flash a waist, China's e-commerce will fall a somersault. (Author: Liu Xingliang)