Chapter 1676 (2/2)

After briefly talking about the situation for a while, Ma Yun continued: ”there is no rival in the distance, and the online performance is getting stronger and stronger.

Although Taobao wants to restore the situation recently, we can also see that the distance now covers the light of all platforms.

A large number of merchants have settled in Wanjia network, and the user groups are also constantly losing.

These days, our performance is getting worse and worse.

If we go on like this, I'm afraid we will be pulled down ten times from afar in one year.

If you don't want to be thrown away too far away, you can only increase investment and carry out layout transformation... ”

Other people are speechless, the director of Yahoo frowns slightly: ”now reinvest to dig treasure, is it worth it?

The distance is too strong to give other platforms living space.

It will not give us a chance to revive.If we continue to fight for more money, I'm afraid we won't give up in the distance. This kind of meaningless investment... ”

Lu Zhaoxi frowned: ”now we have hope to increase investment in treasure digging.

Taobao has a large number of user resources in China and Asia.

For online shopping platform, users are the fundamental.

Now the loss of users, that is because our user experience can not compare with the distance, customer service, after-sales, logistics is not as good as far away.

As long as we carry on the transformation, and the distance is closer, these users will return again.

Increase the investment in mobile terminal, dig treasure will not die.

In China and around the world, e-commerce still has great development potential, especially the rapid development of mobile Internet.

We focus on mobile strategy... ”

Before he finished, the director of Yahoo interrupted: ”Mr. Lu, I'm afraid the investment is not low according to your idea.

What's more, we are developing. Is there no progress in the distance?

In this regard, I still know that after receiving 300 billion yuan from afar, there is almost no hesitation in spending.

The distance has been arranged in the mobile terminal for a long time. If we follow the steps of the distance, we may not have the opportunity to surpass.

In the IT industry, one step behind is no longer a gap.

It seems to me that it is not worth the loss to make a lot of investment.

Moreover, at present, Ali has limited profits and limited funds, so it has no way to compete with distant places all the time.

At this time, the most appropriate plan is to give up the treasure and shift the focus. ”

Lu Zhaoxi frowned again. Ma Yun pressed his hand and looked at the people: ”do you think we should continue to compete or give up?”

People are hesitant, and now they continue to invest and dig for treasure. It is not necessarily that there is no opportunity.

On the one hand, Ali does not have so much capital. On the other hand, he continues to invest, and he has to face the distance. People are somewhat timid.

In addition, Yahoo did not agree, Softbank didn't speak up, and other people couldn't make a decision for a while.

Ma Yun saw the situation and said, ”if you continue to dig treasure, there is still hope.

Li Dong is not a saint, and people from afar are not saints, so they can't be perfect.

As long as the other party makes strategic mistakes and there is a small gap between us and the other party, we will have the opportunity to turn defeat into victory and surpass the distance.

But in terms of time, I can't predict how long it will take.

Moreover, if you want to keep up with the pace of the distance, you will have to invest a lot, and you don't have to think about it for the time being

Another is to give up online shopping business!

Now, there's little hope that someone else will take over.

Even if someone is willing, the bid will not be too high. Our best choice is far away.

Li Dong is not stingy and will not deliberately lower the price. We are willing to sell the treasure, and he will happily accept it.

It's time to make a clear decision whether to continue or sell.

Once it continues to drag on, our resources will be lost. At that time, we will not be willing to continue to take over from afar. ”

The director of Yahoo hears speech to answer a word: ”I mean, give up dig treasure!”

Ma Yun didn't say anything. He looked at other people and said, ”what about you?”

”Let's give up. We are in the middle of the sun in the distance. If we continue, we will seriously slow down the development of other industries.

Now, in order to dig out the treasure, Ali's funds are almost all thrown in.

Big data business, cloud computing business, including B2B business, are lack of funds for development.

Now, selling out treasure, returning some capital, and expanding other industries are more conducive to Ali's development. ”

“……”

People in the conference room expressed their opinions one after another.

Most people are in favor of giving up, while a few feel that they can wait.

In the end, people turned their eyes to Ma Yun.

Ma Yun didn't hesitate and said, ”in this case, sell and dig out treasure.

In April, Li Dong offered $10 billion.

Of course, at that time, he was mostly bluffing. The value of his treasure was not worth 10 billion dollars. We knew it.

Now, the status of Taobao has plummeted, and the gap between wanjia.com and Taobao has been small.

Even if we add the logistics and warehousing system that we invested in later stage and sell them to distant places together, the value will not be too high. ”

There's no objection to that, and that's what it is.

The value of digging treasure in the peak period is not the same as now.

Ma Yun saw the situation and said: ”I'll try Li Dong back. I can let out the news about the sale. Don't take the initiative to contact far away.”.

If I can, I'd like to sell it to Amazon.

Unfortunately, Amazon should not have the courage to do C2C business under Li Dongyan's skin... ”

After a few words, Ma Yun declared the meeting over.

There was little opposition to the decision to sell the treasure.This is also the most successful high-level meeting held by Ma Yun in recent years.

Looking at the crowd leaving one after another, Ma Yun suddenly sighed and shook his head and said, ”all of them are scared by Li Dong and have lost their sharpness.

I think a lot of people feel relieved. This kind of taste is hard to express. ”

Cai Chongxin, his old partner, chuckled: ”they are not the only ones. In fact, even I feel relieved.

This is also human nature. Facing Li Dong, who has no pressure?

Especially now, offline is almost unified from afar.

Previously, if there were people dragging the distance, so that the distance did not dare to focus on us, now there is No.

The pressure to dig out treasure will only increase.

I think it's the right choice to sell the treasure now. ”

Ma Yun shook his head and did not continue with the topic. He lowered his voice and said, ”now is Ali's lowest period.

It's also the best time to get rid of Yahoo!

Ali was frustrated and lost his energy.

At this time, I'm afraid they all want to quit.

In that case, let them quit.

This is also the best time for us to get back the controlling shares... ”

Cai Chongxin knew this, but after thinking about it, he said, ”what about Softbank?”

Softbank has been supporting Ali, even if it is not too satisfied with Ma's decision this time, it has no fierce opposition.

Get rid of Yahoo! That's a must.

Softbank, however, made Cai Chongxin hesitant.

Ma Yun was silent for a moment. After a while, he said, ”wait and see, first solve the problem of Yahoo.”.

If Softbank does not take the initiative, we will continue to accept it.

If they have this idea of their own, let him quit.

The funds of the sale of treasure are mainly used to buy back the shares of Yahoo.

Yahoo shares 39%, even now, if you want them to withdraw, without 8 billion dollars, I'm afraid it's not enough. ”

Cai Chongxin said with a wry smile, ”do you think Li Dong will pay US $8 billion for his treasure?”

Ma Yun snorted coldly: ”plus our logistics, warehousing, tmall, express sales Eight billion dollars, I think it's OK!

If Li Dong really wants to offer too low a price, I will fight with him all the time!

More than that, although I gave up digging treasure, I did not give up internet finance.

Alipay is going to be in distant shopping mall. That's my condition. ”

Cai Chongxin took a look at him, and said with some helplessness: ”there is not much hope.”

Ma Yun put his hand on his way. ”You are wrong, it is difficult to get 8 billion dollars, but Alipay is in the distant shopping mall, but it is very difficult.”

”First, we no longer do online shopping platforms, which pose little threat to distant places.

Second, Li Dong also knows that he is the only one in other industries, and the problem is not serious.

But in the Internet financial industry, he wants to be dominant, which is impossible.

without Alipay, there will be other platforms to rise.

is cheaper than anyone else than Alipay. After all, users of Alipay are accustomed to Alipay payment.

So I'm sure about that. ”

Cai Chongxin thought about it and nodded his head and said, ”it's true. I'm afraid you can offer this condition...”

Cai Chongxin said in a low voice: ”sell out treasure, additional condition is this, I'm afraid Softbank will also go.”

Ma Yun did not make a sound, Alipay now does not belong to Ali, but belongs to the management of Ali, and has nothing to do with several major shareholders.

at this time, Ma Yun was settled with Alipay, which made the shareholders who were dissatisfied with the Internet financial business even more dissatisfied.

Softbank will withdraw capital at that time, and the possibility will increase greatly.

Seeing that Ma Yun didn't speak, Cai Chongxin knew what he meant and didn't say anything again.

PS: I'm sorry, there's only one watch. My head is blank

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