Tuesday, October 19, 2010

Baidu C2C into difficulty and ambition



Baidu C2C strategy start number for the industry to some accidents.

Gengrang I was surprised that the announcement yesterday launched Baidu C2C program only drew a pie, cake painting on paper, who also eat less. It released the contents of the only interpretation of its rationality into the C2C market, and look forward to the market prospects and expressed the determination to enter the C2C, as in the end will show what kind of C2C platform, it is not very clear.

I can only be understood from the perspective of the other two Baidu's behavior, and one for the stock, two for the eye.

To some extent, Baidu announced within the expectations of this message should be - of price. The price of the 52 weeks up to 359.45 U.S. dollars, a low of 82.99 U.S. dollars of the company, obviously very concerned about their stock price.

Since January of this year, along with the U.S. technology stocks rose, Baidu's stock price has more than tripled.

Although the markets are on Baidu in 2008 operating income of confidence in the situation, but Baidu will release before the third-quarter earnings, JP Morgan Chase and Credit Suisse invariably lowered third-quarter revenue is expected to Baidu. Both reasons are, since mid-September, the Chinese shut down many small and medium sites, these sites are likely to be Baidu's Alliance Web site, Baidu's revenue therefore have some negative impact.

Of course, the short-term income is expected to decline does not affect the eyes of U.S. investors, Baidu is still a good company, many people are still bullish on Baidu, and is expected to break 400 U.S. dollars of its stock.

Some people may say, Google more than 600 dollars, but with Google "from the video site to telecommunications to mobile operating system" attack on all fronts compared to the expansion of the style, focus on the Chinese search market, Baidu seems to be difficult to catch up with Google's footsteps. Moreover, price gains were lower than Google, Baidu, in the past year, Google stock price up to 641.41 U.S. dollars, the lowest was 416.70 U.S. dollars.

Chinese technology stocks has no doubt there are two hot spots, first with the Giants as the Jinshan listing and online game company listed on the myth of recycling, the other is the strength of the Alibaba B2B market. Alibaba has started road shows is clearly a big fanfare, at the same time, it is also expected to improve the financing amount to 13.2 billion dollars.

Alibaba and the Giants in November before the listing, the Chinese Internet and to the global Internet, the eye is concerned about their body. Baidu hate to lose the eye.

As a result, had looked with no direct competition between Alibaba Baidu finally sit still. While certainly not the past few days into the C2C decision, just as Baidu itself said, looking at eBay eBay buyers in China, when Baidu will move this idea. However, the choice at this time that the dream into C2C, Baidu is clearly the carefully selected "auspicious."

For consumers and the Chinese C2C market, Baidu C2C is simply to enter the market more than a choice, if it really can change the current pattern of C2C also not a bad thing, in the face of strong Taobao, China's C2C need to update a higher power .

But Baidu naturally cautious to see the Chinese C2C can not restore a free war, it changed the eBay eBay and Taobao's fate, that are incomparable to C2C giant headache for profit model also plagued Baidu. Baidu is just to tell you why it was coming, but do not tell you specifically how to do it.

The fun has yet to China's C2C.







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