Policy and aligned
On November 8, 2004, the Wave Group and Microsoft signed a global strategic partner agreement, and the wave will be based on Microsoft. The NET platform develops applications from ERP to large industry software, especially e-government fields. Within 9 days after the collaborative announcement, the wave software has 7 daily limit, and the stock price rose from the original 8 yuan to 16 yuan, up to 18 yuan.
Following the end of 2003, Microsoft and China Soft Signing Agreement became a global strategic partner, in April 2004, July, and successively established global strategic partnerships in Chuang, Shenzhou Digital. The tide followed by Microsoft's fourth global strategic partner in China.
More than a year ago, the old master of China Soft and Chuang and other domestic software enterprises visited Microsoft. When the R & D center of Silicon Valley, the R & D center of Silicon Valley was still in the scale of Microsoft's R & D, and today, the wise, the tide is already around the microsoft, Become Microsoft. Net strategy in China's arm. A clearer. The layout of the NET strategy seems to have gradually emerged.
Although Microsoft has been right. Net is highly hoped, but in fact, due to the immature development of the domestic software industry, the enterprise market generally uses project-type operation mode, in some foreign markets, universally adopted from the benefits of customers directly gain profit in the benefits of customers. There have been no more events in China, and Microsoft's platform products have limited promotion in China's enterprise markets.
The Microsoft Headquarters, which is responsible for the Chinese strategic partnership, has been introduced to Han Da, which is said that it is confident in the long-term development of the Chinese market. NET strategy has a significant change in China's deployment. In 2003, Microsoft reached China's partner strategy, from system integrators with advantageous status in the field of focusing, morely, to the independent software supplier of development capabilities.
Microsoft's current global strategic partners do not exceed 30, and the top ten software and service companies are their partners. Compared with these world-class companies, China's software companies are clearly larger. However, Microsoft's cooperation with these domestic enterprises does not emphasize the standards of "strategic cooperation", and emphasizes that "co-growing with Microsoft", especially those in key areas, and want to take international roads. This is why the domestic four companies can be incorporated by Microsoft.
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Han Dagui told reporters that Microsoft China's current complementarity of four global strategic partners in geographical and industry distributions. Among them, Soft and the Code were in Shandong and Hunan in Beijing, wave and wisdom. "Soft has quite foundation in the government's field, the code is good at financial tax and circulation, and the wisdom has many years in the CRM field and the telecom industry, and the wave is the best in several enterprises and is the best in hard combination. The area of their respective experts is the industry that Microsoft is eager to quickly enter. "
According to the cooperation agreement between the two parties, Microsoft and the profit model of the four enterprises' strategies are roughly, Microsoft gains product license income to drive. NET Technology Platform Sales and Windows Office, Enterprise Agreement EA and SA and other products sales; domestic enterprises receive Microsoft series of localized income (ie outsourcing income) and industry-selling product agency sales revenue or service revenue. Han Da said: "Microsoft side weight platform construction, the advantage is mainly in product development and marketing capacity, but there is no service experience in the enterprise market and industry, and most domestic enterprises have cultivated for many years in the industry, each has their own expertise. The research and development capabilities of platform software are relatively weak. Through the combination of Microsoft .NET platform products and industry products, companies have gained strong technical support, Microsoft won industry users. "
In this regard, Yang Bingzhi, a researcher of the Beijing University Network Economic Research Center, "Microsoft and domestic software companies can be described as needed, the advantages are complementary. After all, domestic companies have to break through the roads of the software development platform, as well as A large amount of funding and research and development cycle. Cooperation with Microsoft will help reduce waste and repetition investment in information on information circuits. "
The wave has had more than ten years of industry experience before working with Microsoft, and has also obtained a number of outsourcing business in Japan. At the afternoon of the press, the Chairman of the Inspur Software, CEO Wang Bohua also received representatives of NEC. He said: "The cooperation between the wave and Microsoft is the integration of the hardware platform to the platform software, the integration of the use of the trend." After the cooperation, the slump software will be based on. The NET architecture develops applications from ERP to large industry software, especially e-government sectors. The wave is more focused in ERP, especially some specific industries. According to Gartner's information, by 2008, the global business application software market will reach 621 billion US dollars. More than half of them, about $ 35 billion, will be occupied by Microsoft and their partners. With Microsoft's cooperation, all domestic software companies that wish to manage software management software in ERP, CRM have been very significant. A software company who did not want to be named said to the reporter: "The impact of the cooperative project is falling in the company," the impact on other enterprises is huge. "The obvious pressure was revealed in the speech.
It has become the first partner of Microsoft Business Solution Business Management Solutions, which is also facing a bigger transition, the project of wisdom and Microsoft's contract is mainly its ERP product next-generation upgrade version AxApta Chinese localization, Japanese localization, and part of Australian products. At present, the wise has begun to transplant the product to the platform of Microsoft. Microsoft is responsible for the vice president of the MBS department, said Ding Liang, the chairman of the Chuang Chi, said: "You will first get the latest developing platform technology of Microsoft, the world, how to say this cooperation is not" " . The degree of customization and configurable products launched after Wishes and Microsoft cooperate will be improved, which will become very competitive in the domestic market. Ding Liang said: "Microsoft gave us a golden key, you can't open the treasure, look at our yourself."
Broken balance
Microsoft enters the enterprise market, especially if the business solution is influential to the domestic enterprise market, whether the pattern of domestic enterprises market may be broken, and the external speculation is quite.
The CDC Cao Kai Bin believes that after Microsoft and domestic software enterprises work together, the impact of foreign business management software vendors in China is inevitably, such as SAP, Oracle, etc. Outing the high-end market for many years. " although. The NET platform has posted considerable markets abroad, but due to the huge differences between management models, management ideas, and faculty facing the market environment and corporate environments, it is often difficult to apply "brought-in-law" experience in China's market. Oracles in the domestic market will not be immediately threatened by Microsoft.
The Microsoft Global Strategic Partner Business Department has also said that "Microsoft and strategic partners are still in progress, depending on whether domestic enterprises have matured."
Microsoft has to enter the domestic enterprise market, and it is necessary to cooperate with domestic enterprise management software manufacturers, and software companies with Microsoft will compete with domestic enterprises in China, which makes the competitive pattern of domestic enterprises markets become competitive. More complicated.
Take the Microsoft's "straight train" enterprises to optimistic. It is believed that the market's segment does not make them lose their space, and they will help them focus on their own areas and international manufacturers. Wang Baihua said that "" Whether you can use Microsoft's advanced, low-cost software platform to build your localization competitiveness using Microsoft's advanced and low-cost software platforms from ERP to e-government.
For Microsoft and Wisdom and Wigs, some domestic software companies also feel pressure, but they seem to see their own market opportunities. Although it is also a Microsoft's Platinum Partner, but the Kingdee and User of the SME ERP Market did not give up the products that have worked hard for many years to choose to cooperate with Microsoft. As a software enterprise in China, UF uses three to four years to complete the transformation of financial software to management software, Kingdee also progresses in the ERP field and has many customers, compared to the product of productization Some companies have advantage in the industry, but they have not formed their own brands in the enterprise field, they have accumulated a large number of localized markets and management experience and have received confidence. Liu Jiren, chairman of Dongping Stock, also expressed different views on whether it is to be tied to Microsoft's "Money Machine". "China's enterprise-class software market is more fierce, but the result of the ultimately need to achieve with Microsoft Alliance is not eastofin can be expected and master. Therefore, it is not willing to separate the process and results to take action. (Strategic Alliance). "He believes that" UF, Kingdee does not want to give up our own products and brands, "also explain that they have confidence in their own products and market share."
Microsoft launches ".NET" strategy, intention of entering the enterprise market that has been monopolized for Oracles, profits. Microsoft, which was bursted in the industry, was also seen as an attempt of Microsoft to ask high-end enterprise applications. Microsoft does not have experience in the enterprise market. In order to obtain partners and important customers for the industry market, Microsoft even united the source code of its Windows products and cooperates with major hardware and software companies around the world. Although Microsoft is unfamiliar with the domestic enterprise market, if Microsoft cooperates with domestic enterprises, it will eventually launch their application software, and it will be a huge threat to IBM and Oracle and other manufacturers.
Experts believe that Microsoft's products developed by Microsoft and domestic enterprises have not officially launched, and the product is finally positioned in high-end or low-end, will be the key to determining the market competition.
