Wednesday, November 08, 2006

孫正義的MySpace

有朋友早前往日本走一趟,告知當地有不少打正「Soft Bank」的白底灰字大招牌門市。今日的軟庫(Soft Bank)已變成當地電訊龍頭之一。

曾幾何時,日本互聯網最大泡沫股份相信最熟悉的,莫過於光通信和軟庫,軟庫「大腦」,即董事長孫正義更是投資者的偶像。經過互聯網泡沫爆破後,大家都要找尋新出路,但轉型認真辛苦。該集團自02年度連蝕4年後,於06年度重拾盈利。

孫正義期內重整旗鼓,繼開展雅虎日本(Yahoo Japan),進軍寬頻接駁服務市場後,該集團較早前藉收購Vodafone所持的日本流動電話股權,趁機進軍這個龐大零售市場。

不過,這位頭腦精明的生意人亦已準備了另一項新投資:就是進軍MySpace!孫正義已正式同梅鐸的新聞集團組成合營,各佔一半股權,於日本推出日文版的MySpace。雖然軟庫已有雅虎日本,但MySpace這種新通訊服務絕對有發展空間,最重要的是孫已有流動電話網絡,將MySpace植入手機服務便已大有前途,因為日本地鐵、火車等公共服務工具均不准用手機通話,部分車廂更要求乘客關掉手機!不過,大部分乘客總會手執一機不停㩒掣,做甚麼?上網也!若MySpace有手機版,用戶自然樂於採用。

其實日本也有人用MySpace,但目前只能用英文版,至於當地供人上載自己的相片、設博客等的最大對手就是Mixi。以1,000萬名使用網絡社群服務的用戶中,Mixi已擁有超過340萬名客戶,差不多以日增1萬名新客戶速度增長,試問這市場怎可放過。

至於網上版又如何呢?想想上網一click即入MySpace,你會不會用?除了客戶增加外,當中潛在廣告收益更是天文數字。

對MySpace而言,面對日本這個有獨特性格的國家,硬搬自己在祖家的那一套,恐怕會重蹈覆轍,像Vodafone等外資折翼而回,所以找尋夥伴也可加快適應市場。其實這種社群通訊服務也有其本地化特性,例如美國的年輕人喜歡用I.M(Instant Messaging)服務,其他國家的則較多用手機短訊。《紐約時報》剛有一篇報道訪問德國的MySpace使用者,有些竟指網頁設計不濟,而這點對德國的用戶來說是相當重要的,可見這是MySpace要邁向國際化時,所遇到的重要挑戰。

Google的舊經濟夢
新經濟與舊經濟之間鴻溝日見收窄,究竟一間公司開設網站拓展業務,是新或是舊經濟產物已模糊,而近期另一例子就是Google的廣告計劃。

這間互聯網搜尋服務企業想出結合舊經濟產物:報紙,由Google將網上廣告客戶的廣告同時刊登在美國的50份報章如《紐約時報》、《華盛頓郵報》內。

儘管互聯網廣告發展迅速,但Google未有將野心停留在單一媒體上,正如負責Google印刷廣告業務的Tom Phillips同《紐約時報》講,進軍這個市場,主要受當地報紙印刷媒體每年總480億美元(約3,744億港元)的廣告收益所吸引。正如早前禤中怡提及網上閱覽報紙這種趨勢不可擋,買報紙的讀者自然相對下降,意味兩者又似乎存在敵我難分。但難得Tom Phillips話自己其實是報紙的朋友。

由於是次測試屬免費試用,客戶亦樂於嘗試新東西,惟代價總難免,最極端情況是兩者結合後所發揮的議價能力更巨大。不過,今次能否成功仍屬未知之數,因為該公司曾經夥拍雜誌,提供類似服務,奈何反應麻麻,最終無疾而終,反映結合新舊經濟有難度。

(11月8日刊於《am730》)

11 Comments:

At 9:50 AM, Anonymous Anonymous said...

禢先生:

本人希望禢先生可以給予意見:有一公司(現稱A公司)持有另一公司(B公司)23%股權,現A公司將會全數出B公司的股權,那購入A公司的人或財團是全資收購還是少數收購。

多謝禢先生不怕強權公司的回覆。

不明人

 
At 9:50 AM, Anonymous Anonymous said...

禢先生:

本人希望禢先生可以給予意見:有一公司(現稱A公司)持有另一公司(B公司)23%股權,現A公司將會全數出B公司的股權,那購入A公司的人或財團是全資收購還是少數收購。

多謝禢先生不怕強權公司的回覆。

不明人

 
At 11:16 PM, Anonymous  said...

這位不明人的留言不知所云。褟先生,請你不要告訴我你明白不明人在說甚麼。

 
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