ShangHai, LaoMa, Freedom: Voice from China

阿里巴巴集团董事局主席马云7月23日晚间发出题为《冬天的使命》的内部邮件，号召阿里巴巴全体准备“过冬”。原因是，他认为全球经济将进入非常困难的时期，且预计这“冬天”将非常漫长。 　　这不是马云第一次提“过冬论”，但却是第一次把“过冬”筹备工作提上日程。去年12月，马云曾在一个论坛中坦言，阿里巴巴上市的一个重要原因，是为了融资给“过冬”做准备。如今，距离阿里巴巴赴港上市的日子尚未满一年。 挑战 　　“对阿里巴巴B2B的股价走势，我想大家的心情一定很复杂！今天想和大家聊聊我对目前大局形势和未来的一些看法，也许对大家会有一点帮助。”这是马云今日给全体员工邮件的开头。 　　2008年7月23日，阿里巴巴股价收报9.81港元，早已跌破了13.5港元的招股价。这时再看去年11月6日上午30港元的开盘价，以及当天39.5港元的收盘价，早已成为一段美好的回忆。 “一个伟大的公司绝不仅仅是因为能抓住多少次机会，而是因为能扛过一次又一次的灭顶之灾。”马云表示，阿里巴巴这些年顶住了多次挑战，存活下来，并因此得到发展壮大的机遇。不过，今天阿里巴巴过冬有了新的使命：保护数千万的中小企业客户。 　　如果客户都倒下了，阿里巴巴同样见不到下一个春天的太阳。这是让马云率领阿里巴巴再一次回到商业的基本点--客户第一原则的动因。经过深思熟虑，马云决定基于“客户第一，员工第二，股东第三”的原则，明确集团未来十年的发展目标。 阿里巴巴集团要成为全世界最大的电子商务服务提供商；第二，阿里巴巴要打造全球最佳雇主公司。在对未来十年的憧憬中，马云预测电子商务前景光明，并对如今的变革给十年后的影响充满期待。 首先，“B2B 的冬天”是真的来吗？ 如果是真实的 ，什么 是 Sun 应该做的， ？也许值得我们讨论！

The Chairman of the Board of Alibaba, Mr. Ma Yun, issued a internal email asked the Alibaba ready for “Winter”. He estimated that the global economic will pass an very tuff period and it may last for long time. It is not the first time Mr. Ma talking about the “Winter” but is the first time put this into the agenda of the company. "Alibaba B2B trend on the stock market, I think we must be very complicated feelings! I like to talk about the current situation and the views of the future, hope this can do little help to everyone." This is the opening of Ma’s E-mail to all the staff . July 23, 2008, Alibaba shares closed at 9.81 HKD, the bidding price has been below the 13.5 the offering price. The 39.5 HKD skyhigh price on Nov 6 2007 has become good memories. "A company become great company not only seize all the opportunities, but also they can survive disasters" Ma said Alibaba, a number of years to withstand challenges, survive, Thus the development and expansion opportunities. However, today Alibaba winter has a new mission: to protect tens of millions of SME customers. If customers have fallen, Alibaba will never see the sun again. After careful consideration, Ma decided that "Customer First, employees second, shareholder next", is the principal for the next 10 years of the Group's development. Alibaba Group have vision to become the world's largest e-commerce service providers; second, Alibaba employers to create the world's best companies. In the vision of the next 10 years, Ma predicted bright prospects for e-commerce, and today's changes fit to the great expectation for the next 10 years. First, Is the “Winter of the B2B” is really coming ? What Sun should do if is real? Maybe it deserve our discussion !!

发生在上周5月12号的地震是一场灾难。据估计将有超过6万人在地震中丧生。 每每当我看电视，新闻，都忍不住会流泪，我发现了很多人性的优点，但仍有一些问题我至今无法回答 1 为什么建筑如何的脆弱？是的，我知道在农村有很多房屋只使用了水泥，没有用钢筋。但是仍很难相信成千的学生因为教室倒塌而死亡，为什么政府的建筑没有问题？为什么Sun捐助的希望学校没有问题？ 2 军人救援工作做的很出色。我也看到了许多文章，地方官员获取救灾物资却不提供给最需要的人，这些人到底是想什么？我呼吁Sun的所有善款应该有专门的人来监督使用，而不仅仅提供给地方官员。 3 许多人相信红十字会但我不相信。我甚至不相信美国的红十字会，美国心脏协会。请你想一下这些捐款的多少被用来他们的日常开销？ 4 我现在的情绪很混乱，大陆发生地震，台湾产生新总统。一方有难，另一方正在庆祝。我非常希望双方都能有一个幸福的环境，同感一心。 我已经在大陆生活了十年，我出生在台湾。这里的同胞也是我的同胞，他们的痛苦也是我的痛苦。是的， 我很遗憾有许多人在地震中丧生。但真正的震动是我对自己国家的信心。 当然，这些不会让我停止捐款；我捐给自己充分信任的教会。我们捐给那些需要的人，我们有我们自己的人花自己的钱来做监督。

The earthquake happened last week, May 12, is a disaster. It is estimated that will have more than 60,000 people lost their life during the earthquake. It is very hard to stop crying whenever I saw the TV and news, I also found the many good sides of human behaviors. There are several questions I still have no answers: 1. Why the building are so fragile. Yes? I knew that in the countryside there are many houses just use the cement and no steel bar. But it is so difficulty to see thousands of students died because of the school building crashed. Why the government building is still standing there? Why the Hope School Sun donated is OK? 2. The military people did excellent good job on rescue. I also read many articles that the local official took the rescue goods and not offering to the needed people. What are these people is really thinking? I urge that all the donation money from Sun should have special people to do the monitoring job and not just give to local official. 3. Many of us trust Red Cross but I don’t. I even not trust the Red Cross in USA, US heart association. Please think how many percent of the donation need to be their operational cost? 4. My motion is very mixed, there is disaster at PRC and Taiwan has new president. One side shows hardship and another shows hope. I am so hoping both sides under the happiness environment. I have been in PRC more than 10 years and I grow up at Taiwan. The people here is just my people and their pain is my too. Yes, many people died during the earthquake and I am so sorry about this. But the really shaking is my confidence to my country. BTW, It doesn’t stop me to do the donation; I just donate to our church which I can fully trust. We donated to the needed people and we have our own people doing the monitoring using own expense.

近来全球科技产业最重大事件，莫过于东芝宣布将停止推广HD DVD标准，为这场历时3年多与索尼为主要对手的下一代高清DVD格式大战画上休止符。东芝将逐步减少HD DVD播放器和录像机的出货，预计到3月底完全停止。 东芝身为DVD标准的龙头，在下一代高清DVD初期大战中占尽上风，HD DVD的生产技术与现行DVD兼容，能降低生产成本。因为这样的优势，东芝很早就在2004年11月争取到电影制作商华纳兄弟及派拉蒙的支持。 标准之争最终出现重大变化的导火索出现在2005年10月，原先仅支持东芝HD DVD的华纳兄弟及派拉蒙，宣布同时支持索尼蓝光DVD格式。 从2005年11月米高梅宣布支持索尼，到2007年6月Blockbuster宣布侧重索尼蓝光DVD为止，这20个月中，东芝仍将重心放在以电脑制造商与影片制作商为主的联盟活动上。2006年7月与2007年3月，分别在北美与欧洲成立HD DVD促进社团。 索尼显然认为消费者与渠道更重要。2007年4月蓝光DVD影片在北美发行突破100万张，渠道销售迫使电影制片商转向。 长远来看数字版内容不免走上互联网播放一途，新一代DVD能否再创过往佳绩不无疑问。 长期来看对DVD光盘的需求是下降的。 回到计算机市场，如何赢得Open Solaris的胜利是我们真正关注的。我们是否可以向Sony学习，更关注渠道和客户？Sony在VHS格式之争中给大家上了一课。在与Linux竞争过程中，我们学到了什么？这才是我们该关注的。

Toshiba announced that it stopped promoting the HD DVD standard is one of the major events in technology industry in the recent year. Toshiba lose the war to Sony as the main opponent of the next-generation HD DVD format in the past three years. Toshiba reduced the HD DVD player and recorder shipments, and completely cessation at the end of March. Toshiba, the leader of current DVD standard, have some advantages in next-generation HD DVD in early day. HD DVD have the compatibility advantage and can lower down the cost which allowed Toshiba got the film producers Warner Bros. and Paramount support in November 2004. Standards battle caused the final major change occurred in October 2005, Warner Brothers and Paramount originally only supports Toshiba's HD DVD, announced to support the Blu-ray DVD format at the same time. MGM announced support for Sony on November 2005, Blockbuster announced focused on Sony's Blu-ray DVD in June 2007. Toshiba still focus on computer manufacturers and video-based maker of the Union activities during these period of time. Toshiba also set up the HD DVD Societies in North America and Europe in July 2006 and March 2007 respectively. The battle looks no major winner/loser. Sony clearly knows that consumers and channels is critical for the success. Blu-ray DVD movies issued breakthrough 1 million on April 2007 in North America. The channel force the filmmakers turn the standard to Blu-ray. Long-term perspective on the DVD, the demand is declining. The digital content should take the road by the Internet players, next-generation DVD can create the past success or not is doubt. Let’s back to the computer market, How can we make Open Solaris win is what we really care? Should we learn from Sony and more focus on channel and customers? Sony finally learned big lesson on VHS format battle, and do we learn from the battle on the Linux? It is exactly what I am think !

2008年农历春节后，这时候摩托罗拉亚洲的市场份额已跌至最高峰时的三分之一，被美国总部证实可能出售手机业务的消息也传到了摩托罗拉中国公司职员耳中。摩托罗拉公布的第四季度财报又一次打击了员工们的信心：第四季度移动终端事业部的销售额同比下降38%。2007全年，该部门的亏损额为12亿美元。可仅仅一年前，这个部门还为公司贡献了27亿美元盈利。 摩托罗拉大半的销售额和利润来自以手机销售为主的移动终端事业部门。2007年摩托罗拉全球的总销售额是366亿美元，其中手机部门的销售额是190亿美元，约占52%。 现在已经能够清楚看出，2006年底时摩托罗拉手机业务由盛转衰的拐点。但当时市场仍对于RAZR（锋彩）销售热潮中的摩托罗拉抱以厚望。 总结Moto失败的原因，我们可以得出： 1 过分依赖单一明星产品，未能对用户有效分类 2 降价过快导致渠道利润骤降，中高端形象受损 3 与运营商的合作不够深入，失利定制手机市场 4 工业设计未能保持创新，未能充分利用品牌优势 5 错失技术潮流，向网络，娱乐，多媒体转型缓慢 6 摩托罗拉的技术优势没有被用户认可 新浪手机频道显示，摩托罗拉2007年新出机型仅13款，而他的竞争对手三星推出了54款机型，诺基亚也有37款。 Moto！ 你好么？ 很难出口， 但是我更关心的是Sun如何做的更好，从Moto学到一些东西。不管我们做什么产品，我们需要思考客户需要什么，趋势是什么，而不仅仅是玩笑式的创新。

Motorola Asia's market share has dropped to one-third of the peak at the end of Feb 2008. The rumor of selling mobile-phone business also been confirmed by headquarter. The Q4 2007 earning report, the mobile-phone sector business down 38% and lose $1.2B, once again hit the confident of all employee at Motorola. Compared to one year ago, the company in this sector contributed $2.7B profit. Most of Motorola's sales and profits come from sales of phone-based mobile terminals business sector. 2007 Motorola's total global sales of $36.6B, and the sales of mobile phone sector is $19B, around 52%. At present, we are able to see that the turning point is at the end of 2006, but the market was still have high expectations to Motorola RAZR at that time. We can summary why Moto is falling: 1 over-reliance on a single star product, not pay attention on user Category. 2 price drop lead to excessive profits dropped 3 Not cooperate with the telephone operator enough, loss the customized mobile phone market 4 failing to keep the innovative industrial design 5 missing technology trends, network, entertainment, multimedia transition slowly. 6 Customer not recognize the Moto’s innovation According to Sina’s phone channels, Motorola's new models on 2007 only have 13. The competitors like Samsung introduced 54 models, Nokia has 37. Apparently Moto didn’t notice that Motorola technology can’t meet the users’ needs on this dynamic world. It is very hard to say, How are you? Moto! But I am more concern how Sun can do better and take lesson from Moto. No matter what product we are making, we need to think what is the customer need, what is the trend and not just make innovation for fun. (