Thursday, November 30, 2006

雅虎中國「短命」總裁

互聯網講求快,估不到業內高層也要在上任短時間內掛冠而去,今次主角是雅虎中國高層,即總裁謝文。他近日突然離職,距他上任時間僅僅只有40多天,可算是最短命的科網公司總裁,比上次空中巴士總裁斯特雷夫(Christian Streiff)上任100日便執包袱更短命。

據講,謝文離職與雅虎中國轉型Web2.0的嘗試有關,而這個轉型問題似未獲雅虎創始人楊致遠的認同。雅虎中國則指謝文離職後將擔任阿里巴巴集團的戰略顧問,阿里巴巴集團資深副總裁曾鳴將出任雅虎中國代理總裁。

原來月初謝文曾與阿里巴巴首席執行官馬雲一起赴美國與楊致遠見面,提出有關雅虎中國未來發展計劃,然而這個計劃未獲楊致遠的認同。謝文一直看好Web2.0前景,希望作新嘗試,但楊致遠仍期望雅虎中國能夠成為一個綜合入門網站,與謝文想法不一樣。

Web 2.0於過去一段短時間內已將網上世界改變,經典例子非YouTube莫屬,而博客(blog)也是以該基準衍生出來的。 有調查又顯示,雅虎搜尋引擎在中國市場佔有率僅5.4%,雖比去年同期上升,但仍與雅虎在全球第二的位置有一段距離,難怪謝文想放手一搏。

不過,阿里巴巴去年收購雅虎(中國)全部資產後,前者引入雅虎成為其股東,究竟未來是依循楊致遠的理想道路,還是走馬雲的現實主義方向,單是這點,相信做雅虎中國總裁的精英已會感到有一定難度!

但有一點更值得留意的,是馬雲與楊致遠兩位科網界巨人日後的合作關係對中國互聯網業發展的深遠影響。

在禤中怡眼中,馬雲擁有商業人(Businessman)特質,極有可能比楊致遠還要強烈,他有著老外投資銀行家的行為模式,只喜歡「食大茶飯」,能夠把自己手上的生意,作為吸引外國大型投資者入股的籌碼,除楊致遠外,日本另一科網巨人孫正義也是馬雲的合作夥伴。

有曾經與馬雲交過手的賓架好友向禤中怡講過,馬雲的英語能力與真正老外沒有明顯分別,而且當年多家大型投資銀行的巨頭(好像瑞銀、德意志及花旗等)都曾親往杭州找馬雲(據說曾在花旗揸旗的梁伯韜也曾拜訪過)傾談把阿里巴巴上市,不過,馬雲最後還是只接受了「識英雄」之同道中人入局。在他的眼中,最重要的是Business Development,對於花碌碌的銀紙,他反而不視為第一考慮因素。

國際電聯武林大會
過幾日就是國際電信聯盟2006年國際電訊展,究竟這個在「無雷公咁遠」的亞洲博覽館舉辦的展覽是乜傢伙?

國際電信聯盟作為聯合國屬下的組織,主責是制訂國際電訊業的標準,以及舉行不同的電訊展。過往香港辦的國際電信聯盟展覽,主要針對亞洲地區,而並非全世界各國聚首一堂的武林大會。而每3年辦一次的國際電訊展,過往規矩是只會在國際電信聯盟總部所在地,即瑞士日內瓦舉行。所以今次在香港舉行,是好威水的一件事。

但威水「唔食得」,搵到錢至重要。由於國際電信聯盟面子大,差不多世界各主要電訊公司都會來到參展傾生意,所以每次不少電訊公司,都投資一大筆錢前往瑞士朝拜,參與國際電訊展,目的都是為了希望將生意擴展到海外市場。所以這次香港電訊界的一眾管理層,如果不捨得使600多元買張Weekly Pass參觀一下各展區,真是枉費了中央政府爭這個電訊展於香港舉行的苦心。中央爭取不少項目都以威字先行,但國際電訊展是一個搵真銀的盛會,確是明益香港人。

當然這次展覽對中國同外資公司均是搵生意機會。中國公司過去到日內瓦展覽,「皮費」肯定比起到港為高,這次於香港舉辦,交通食宿相對便宜,更是拓展商機好時機。而中國即將發出3G牌照,全國各地的電訊基建,不論你用TD-SCDMA定香港用的WCDMA,中國幅員那麼大,肯定是一塊好大的肥豬肉,實有好多新款正貨以供參考。

中央今次派全國人大常委會委員長吳邦國來港做開幕嘉賓,這個級數在內地政府架構中已屬冧巴溫,當然大家希望胡、溫又來港走一趟,如在內地探望礦難家屬般,大玩親民行動。不過,可能胡、溫會選擇用視像電話隔空恭賀也說不定,畢竟是電訊展,當然要睇得又用得。

(11月30日刊於《am730》)

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