2007年10月15日星期一

神話

互聯網界上周有兩宗好消息,其一是阿里巴巴展開了「冒險」之旅,正式踏入「龍潭虎穴」的金融界,上市集資過百億元。其二,就是GOOGLE股價在上周一、首次突破六百美元,而家唔少行都已經將目標價,上調至七百美元樓上。

另外有個好消息,由Nielsen上周五公布,就係GOOGLE美國用戶,首次超越微軟,成為全美最多用戶的網站。單計九月分,GOOGLE用戶就達到一億一千八百萬戶,比舊年同期多左一成七,而微軟同YAHOO同期只係上升百分之一同二點七。

當然,全球計,雅虎仍然是最多人溜覽的網站。(不過相信為期不會長久)

高盛周一亦出了一分互聯網的廣告調查,就是在經濟低迷時候,廣告客戶寧願將Budget,由收費昂貴的傳統媒體(好像是電視,死,打爛自己飯碗……)轉至新媒體pay for performance(PFP)上。

睇下GOOGLE股價亦不難發現這個趨勢,由零四年八月上市以來,股價由上市時的85美元,三年後升到而家620幾美元,累積升左六點三倍,可以話係一個神話。

如果拍埋同期YAHOO雅虎同埋EBAY,呢個神話仲突出,因為呢三年來,兩間公司股價雖然有起跌,不過今日計數,都只可以話係原地踏步。

不可不說是GOOGLE 的CEO Eric Schmidt,現年52歲,之前已在SUN MICROSYSTEM擔任CEO,而家電腦同手機廣泛應用的Java平台技術,就是由佢一手確立。

到左2001年,Google兩個創辦人、Larry Page同Sergey Brin,雖然滿腦子創意,不過由於唔識睇數,在私募基金壓力下,搵左年紀比佢地大一截的SCHMIDT,出任CEO。事實上,呢招都證明係得,因為兩個大細路雖然充滿創意,但執行上持續唔夠經驗,因此Eric可以話係做到取長補短!

Eric Schmidt上周就出席左一個研討會,仲暗吋阿微軟老頂BALLMER,話而家好多人都唔知,社交網佔左每日互聯網幾多用量。

BALLMER早前先至講過,SOCIAL NETWORKING成為左新的泡沬。
照Schmidt咁講,似乎都暗示,GOOGLE有意沾手SOCIAL NETWORKING呢個新市場,看來這個市場仲有一輪好戲等著瞧!

說到阿里巴巴,李兆富周四會講呢個「四十大盜的故事」,想與「阿里巴巴」一樣擦過「IPO神燈」成為巨富,大家不要錯過。

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