I heard the news yesterday that the Shanda Network adopts the purchase of a $ 19.5% shares in the way, and has become the largest shareholder of Sina. Some people say that this is malicious acquisition, and some people are happy to be happy with the marriage of the two Chinese Internet extremely influential companies. I don't quite understand the definition of so-called malicious acquisitions, so it is inconvenient to comment. But I think this does have a dream of a grand network. As we all know, the Grand Network is a company that starts with online games. His main business has only games, and if the company wants to maintain a high speed growth, it is not enough to rely on games. At the same time, the voice of online game poisonous adolescents is getting higher and higher, and it is urgent to change this embarrassing situation. Sina is the first portal for China. His influence on China's interconnect is not impact on CCTV for traditional media. Moreover, Sina's main business has ads and wireless, where wireless services include 2.5G value added, IVR, and SMS. As of December 31, 2004, Sina's annual net revenue increased by 75% from 2003 to $ 200 million. Not long ago, grand acquisition of several red (well-known mobile CPs in the industry), the main business is Kjava game, S60 platform games and applications), after the stock of Sina, I think, grand can be done is the mobile value-added game application. In this way, his advantage is reflected, both CP, SP, while maintaining a good operator relationship, which forms a complete and healthy industrial chain. What is the next thing to do?
Here is the financial growth comparison table of two companies last year: http://tech.blogchina.com/8/2005-02-20/31237.html
The growth rate has reached 117%, while Sina is also 75%.
In addition, such acquisitions seem to make the grand circle to create a dream of a network entertainment media empire. But Sina is still Sina, let us wait and see. Here is a goldman analysis report: http://bbb.typepad.com/billsdue/files/gssndasina.pdf
