Chapter 869 IT Ecosystem
"Only when the tide goes out do you discover who"s been swimming naked." Only when the tide suddenly ebbs, you will know who is swimming naked! Buffett must not have thought that this sentence is not suitable for satirizing the Internet, It is most appropriate for you to put it on the Fed.
"Warren, what do you think of the current market?" Greenspan was a little depressed, he had just lost a birdie chance. For an old man like him, such opportunities are becoming less and less.
"Alan, I really don't know how to comment. If I had to say it, it would be the speech at the shareholders' meeting last year." Buffett scratched his head in pain, feeling a little bit in pain.
"Hahaha, hahaha, this guy has so many fans, you are really serious. Now it's all right, the profit model has appeared, what do you say?"
Buffett shrugged with disapproval. "First of all, his company hasn't been listed yet, so I'm not talking about him. Secondly, I really don't understand these companies, and I won't invest in them."
Buffett couldn't understand it, and Greenspan couldn't understand it even more. Nima, investors are thinking about it now.
In fact, Buffett is also observing. Just because he doesn't understand investing now doesn't mean he won't understand in the future.
At least one thing, he discovered that the investment prospects of Amazon and PayPal are much higher than those of Netscape.
Yes, the current operating costs are high, and profitability is nowhere in sight. However, you go to see the number of users of others. Gosh, breaking through one million in just a few days is nothing short of a miracle.
What, a certain treasure has hundreds of millions, and I don't know what you are talking about.
We can't talk together. If you have tens of millions of users in the United States, my God, don't take it too easy with a valuation of tens of billions. If there is still some profit, it will definitely go to the next level.
Big Blue has hundreds of thousands of employees, a standard blue chip in the high-tech industry. At the worst time last year, the market value was only more than 20 billion yuan. Your Internet company only has a few people.
When international capital returns to the United States, everyone needs to make a living. Value investors represented by Buffett certainly hope that these international capitals will return to the mainstream value system.
Unfortunately, the vigorous development of the Internet is not limited to the United States. Except for the slow response in Europe, the whole world is developing very fast.
This sudden change, not to mention other countries, even the US emperor is a little dizzy. So what, why is there such a large demand?
Damn it, those semiconductor industries shouldn't be relocated at all.
"Michael, your business seems to be going well recently. My Windows 95 is going to be launched soon, so get ready."
"Damn it, Bill, the configuration has gone up a notch, CDROM seems to be standard."
"Don't talk about it, if users want to use the new system, they still need to buy a new computer. Are you secretly having fun?"
"The price is too expensive, you know, now the foot basin people also produce computers, we really have a headache. Otherwise, you can give some more discounts? In less than three years, you will become the first industry."
"Pfft, damn it, this is William White's nonsense, how could it be so powerful."
Michael Dell looked at this guy with contempt. Although he doubted William White's point of view, he would not come out to refute anything.
It is an indisputable fact that the software industry will experience rapid growth. Whether you know it or not, it will not affect its vigorous development.
As for the secret war between William White and Buffett, he thinks it is very ridiculous. The two people who were completely out of touch with each other were abruptly drawn into the battle group by the media.
Judging from the current situation, William White has a clear advantage. After all, William White is an entrepreneur, and you Buffett is just a fund manager.
Hehe, you are now saying that you need to make value investments. Those things that cannot be seen or touched have no value at all.
If that's the case, why don't you go physical. The stock is just a piece of paper, far inferior to those automobile assembly lines.
He could see clearly that these two were not good birds. Fighting so much nonsense is all for their own benefit. Obviously, Buffett found the wrong target.
"Is it impossible? I heard that White Investment has increased its holdings of Microsoft again."
"This bastard, I don't know where so much money comes from."
"Tch, what are you worried about? His shares only have part of the voting rights."
"If it weren't for this, I wouldn't be able to sit still." Bill Gates sighed secretly. He doesn't dare to reduce his holdings of stocks now, isn't it because he is worried about being counterattacked by that guy?
The fact that the founders were not kicked out before does not mean that they will not be kicked out in the future. Everyone is simply standing in the arena right now, don't mention any morals.
Bill Gates has been very busy recently, and he is lobbying PC manufacturers everywhere. Only when these guys come out with new computers does he have a good business here.
The situation in Europe is not very good, which makes Bill Gates very disappointed. Don't talk about upgrades, people are still using Apple's second generation, he really doesn't know what to say.
Although the big rabbit country is not bad, unfortunately, when it comes to software, there is only complaints except complaints. William White dared to charge ten cents in royalties, but he, Bill Gates, did not dare.
Hahaha, what is a movie, you can say it spreads American culture.
What do you say about software?
The United States sells a few hundred dollars, and the rabbit country sells a few dollars?
Haha, if this is the case, the people of American imperialism will have to learn Chinese.
Actually, Bill has been getting a little annoyed by Netscape recently. He really underestimated the influence of win95. Since then, no operating system can threaten its status.
As for Netscape?
When your new system goes live, its days are over. When everyone's level is similar, whoever is stupid will buy a browser software.
Grabbing win95 in his hand, student Bill is simply a god-stopper. Lotus was easily killed, and Netscape was rubbed against the ground.
Is student Bill so awesome?
of course not.
In fact, IBM, Intel, and Microsoft have a tacit understanding. Rather than saying that Microsoft overturned Netscape and Lotus, it is better to say that the Big Three did not bring other companies to play.
You see, Intel produces the CPU, IBM sets the PC standard, and Microsoft provides the operating system. This is basically a complete industrial chain. It's not that you can't participate in companies other than the three of them, but you don't have a first-mover advantage.
Come to think of it, according to Moore's Law, it takes 18 months to jump. If you can't know the hardware information in advance. Why do you compete with others.
The fierce competition in the IT industry is simply unimaginable. Don't say a few months later, a few days later is a big difference.
This is why William White did not engage in operating systems for Mao. Those bastards belong to the same group, no matter how you play, you will be hanged and beaten.
The US company is better. If it is a foreign company, they may directly arrest people. It is so shameless.
In order to maintain their own technological advantages, there is no means that cannot be used.
HTC can be banned from selling, and Four Star can be investigated by antitrust. As for the companies in the big rabbit country, can't they still use national security as an excuse?
It's a pity that this kind of game can't be played too much. HTC and Four Star let you bully because their brains are not strong enough.
The big rabbit country is not afraid of you, even if you don't need it in the US country, so what, there is demand in the country. I'm getting annoyed, and I'll give you a tit for tat.