Hollywood Hunter

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Obviously considering the risks involved, the final article accusing the Internet of being a Ponzi scheme did not name names directly, but instead listed a series of detailed data. Even so, a discerning person can still understand at a glance which company the "industry giant" mentioned in the article refers to.

After all, the power of many short-term capital and the Mellon family should not be underestimated. The unified efforts of a large number of media across the United States inevitably caused huge social repercussions.

Even if the Westeros system made many timely responses, the Nasdaq fell significantly on the opening day of Monday, January 27. Igreit, the first company to bear the brunt, suffered the deepest decline of 1.3% within one hour of opening, with a book loss of more than 100 yuan. One hundred million U.S. dollars.

In the end, on Monday, the Nasdaq index closed down 69 points, or 1.1%. As a leading stock, the share price of Igreat also fell by 0.7% in a single day, and its market value rose from a high of $751.9 billion on Friday. It fell back to $746.6 billion, and other companies such as Cisco, America Online, and Microsoft also saw their share prices fall to varying degrees.

Even if it did not meet expectations, such a "good start" made some people quite excited.

So, that night, after the move and then out.

In the evening news program of cbs television under the control of Westinghouse Electric, a former Republican government official of the US Department of Justice was interviewed, named and strongly criticized the delay and perfunctory of the Clinton administration's antitrust investigation of Igret, and called on the federal Congress and the US states should join forces to pressure the White House to dismantle Igret, the 'monopoly' that hinders the development of new technology industries.

Not only that, the next morning, a large number of local paper media and social network platforms again appeared some influential senior government officials or public figures in the United States to call on the Federal Reserve to raise interest rates in order to control the intensifying overheating of the federal economy, especially to promote serious bubbles such as the Internet. The new technology industry has turned to a sound development track.

Whether it is an attack on Igret, the largest Nasdaq company by market value, or a call for the Federal Reserve to raise interest rates, it is a direct hit.

On Tuesday, the Nasdaq fell sharply again.

Compared with Monday, the one-day decline on Tuesday expanded to 1.6%. Igreit's share price also expanded from a 0.7% decline yesterday to a deep decline of 2.1% that day, with an additional market value of more than 15 billion US dollars in a single day.

Rain is coming.

Two days of bearishness, though not yet triggering a massive sell-off spree? But, as everyone knows, this continues? The result will only be a collapse. So? The technology stock forces headed by the Westeros system also made the most determined counterattack.

On Tuesday evening? Federal Reserve Chairman Greenspan accepted an interview with abc evening news and personally stated that in order to maintain the current state of prosperity of the US economy? In the short term? The Fed does not have any interest rate hike plans.

Then Wednesday.

Along with major portals and major newspapers on the east and west coasts about Igreat's huge subsidies for e-commerce through profitable businesses such as advertising and software, the huge loss of up to 1.7 billion US dollars in the past year has created at least 10% for the federation inside and outside Igreat. 10,000 long-term jobs promotional articles, morning White House press conference? Faced with reporters’ questions? Opportunity? The Justice Department will seriously consider a breakup of Igret? It will only urge Igret to improve certain marketing strategies that harm small businesses and consumers.

The same day? After the White House's remarks, Igret responded almost simultaneously.

On the morning of the West Coast, Igreat's headquarters campus in San Francisco and IBM, Microsoft, Hewlett-Packard and other companies that also provide data center services publicly signed a technology licensing and compatibility sharing cooperation agreement. The focus is to increase Igreat's Internet infrastructure tool software compatibility with other data center service providers.

Obviously, Igreit did this? It was in response to allegations that Igreat bundled its software with data center services and forced sales to users in an investigation launched by the Justice Department at the end of last year. Not only that? On Wednesday afternoon? Igreat announced again? In order to support the development of small technology companies, Igreat has lowered the price of its own data center services by 15%, effective immediately.

This is still not over.

Thursday morning? Igret executives held a press conference at an upcoming Amazon warehouse logistics center near Miami in Florida, announcing that the recruitment plan for 2,000 employees would be launched in advance. At the same time, the logistics center near Miami was officially opened. After that, in addition to the scale of its own employees will increase again, it will also bring no less than 10,000 jobs to the surrounding area.

At this press conference, a judge of the Florida Attorney's Office in charge of Igret's antitrust investigation personally stood on the stage and affirmed Igret, saying that the Florida Attorney's Office and Igreat had related matters. Settlement talks in last year's antitrust investigation have come to an end.

For two days in a row, a series of news that was completely reversed, although it attracted a lot of criticism from the bear forces controlling the public opinion platform, the market feedback was immediate.

Igreit's two-day decline on Monday and Tuesday stopped abruptly on Wednesday and began to rise. With Greenspan's personal statement, the Nasdaq was also driven by the rebound in Igreit's stock price. It quickly regained lost ground and was back at the 6,300-point high at Friday's close.

The rapid turnaround of the whole thing, for some interested spectators who knew a little about the inside story, was a complete crush.

The disparity between the strengths of the long and short sides is too great

.

The short capital can only use some local media or small network platforms and some former politicians to speak out and create public opinion, while the long side directly moved out of the White House and the chairman of the Federal Reserve, and controlled the Igret portal, abc TV network, "New York". The Times and other influential mainstream media, the result of the collision can be imagined.

On the other hand, Igret's further opening measures and promotion of local employment have also brought the Department of Justice and the state prosecutor's offices to a great level. Anyone with a discerning eye can see that last year, the White House was originally in order to take the initiative. An anti-monopoly investigation initiated by Igreat will inevitably end again soon after the breakup of the situation.

It is certain that Igreit will not be split. Even if the price reduction in data center services and the technical authorization to other peers will have some impact on Igreat's revenue and monopoly advantages, the benefits far outweigh the disadvantages.

Finally, Friday, January 31st.

After a lively week, the Nasdaq closed at the end, not only did not turn to collapse, but continued to rise by 1.8% in a week compared to the close on Friday. Reached 6437 points.

The most dazzling is Igret.

The rebound continued for three days on Wednesday, Thursday and Friday. By the close on Friday, the company's market value had reached $773.1 billion, with a weekly increase of 2.8%.

It seems that they are all single-digit percentage increases, but at this time, the volume of the Nasdaq market and Igrit is still a huge number. Correspondingly, in this week, the short capital that had regained some lost ground in the first two days ended up with a loss after a week.

Sunday, February 2.

Simon came to New York yesterday to spend a day with Erin Lauder and gave Grace this morning.

Then at noon, Amancio Ortega, the founder of inditex from Spain, was invited. Although this Spanish businessman was later the richest man in Spain, he was also a short-lived in the position of the richest man in the world, but at this time it was not for Simon. what.

no way.

Simon is no longer rich than anyone.

After lunch, I personally finalized the plan to invest in inditex, the parent company of Zara, with Westeros as the main body. In the afternoon, I came to the residence of Chen Qing and Lin Su in the Upper West District.

As soon as he entered the door, Chen Qing rushed over: "Boss, you are really amazing."

Simon stood at the entrance with a smile and raised his feet to let the waitress help him change his slippers, and said, "What a coincidence, I always feel that way."

"Oh, but, on Wednesday, I signed a cooperation agreement with IBM and the others in the morning, and announced a big price cut for YWS in the afternoon, which is too bad. Boss, although Igreit can definitely afford a price war, it's not necessary, right? I think just signing the partnership agreement is enough."

The two said that they had entered the living room.

Simon didn't answer immediately, but asked, "Where's Asu?"

"She just went out to buy something, and we're going to make something for you tonight."

Simon nodded, and the two sat down on the sofa in the living room. After seeing Chen Qing staring at him brightly, he said: "This is the original plan, our yws, if you pay enough attention, you should Understand, very different from some other traditional data centers.”

Chen Qing softly attached to Simon's side and heard the words: "I know, cloud computing."

"Yeah, cloud computing, this technology not only benefits the resources of the data center to the greatest extent, but also has another advantage that the larger the scale, the lower the relative cost. In fact, from the beginning, compared with other providers For companies with similar services, Igreat has a very large profit margin. It was only to avoid the vigilance of peers that we set a relatively high price. Now, Igreat’s data center scale is expanding, and the relative cost is lower. Reduced by 15%, our gross profit margin is still much higher than that of other peers.”

"Does this mean that the price will be reduced in the future?"

"Yeah, in the final analysis, in business competition, compared to technical barriers and the like, low price has always been the most direct and effective moat. As long as your price is low enough, you don't need to worry about the emergence of competitors. Cloud computing technology, although Igreat was ahead of the pack for a few years in research and development, but this technology, which has been conceptualized in the 1980s, is not difficult to overcome. Igreat wants to ensure its own first-mover advantage. The most effective way is to price."

Chen Qing thought about it and said, "Then, let me guess, after the collapse of the Nasdaq, Igret will definitely lower the price significantly again, and even cut the price by far more than 15% this time. At that time, the bubble will collapse. Combined with price competition, other industry rivals will no longer be able to catch up with Igret."

"bingo."

Speaking of which, the reason why Amazon was able to occupy half of the global cloud computing business is not the key to technological research and development. In fact, Google was the first to develop a mature cloud computing solution in order to save costs.

The key to why Amazon is king in the cloud computing business is the price. Even when this company has no competitors of the same level, it realizes that its profit margin is too large, and it takes the initiative to cut prices and then cut prices, so it has enough size. When the cost is getting lower and lower, it has created an insurmountable commercial moat for itself.

Other companies in the follow-up, because the volume cannot be compared with Amazon, and the relative cost is higher, they can only fight with Amazon with long-term losses. As a result, it is conceivable that although they can eventually gain a part of the market, it is impossible to compare with Amazon after all. .

Therefore, for Igret's

yws business, Simon personally stepped in to finalize the same strategy.

This homeopathic 15% price cut is just the beginning.

With the current 10 times the size of the data center of other peers, it is impossible for Microsoft or IBM to compete. Even in the cold winter of the Internet industry that can be expected after the burst of the new technology bubble, other competitors can. Not being able to survive will be a big problem.

In the living room, after talking about this matter, Chen Qing asked curiously: "Boss, the Nasdaq is now 6,400, how high do you think it can go in the end?"

Simon can only shake his head: "I really don't know this."

How high the Nasdaq can go is probably the one thing that everyone who pays a little attention to new technology is curious about.

Compared with the previous March 2000 when the Nasdaq turned to collapse at around 5,000 points, this time, even Simon can't be sure.

In fact, Simon has long considered this issue.

First of all, it can be confirmed that the Nasdaq’s 6,400-point high at this time is still not too out of control.

Because this time, compared with the past, the new technology market has more Igret, a giant whose current market value still reaches 770 billion US dollars. It also had a market capitalization of $321.7 billion at Friday's close.

These two companies that have never appeared in history have a combined market value of more than $1 trillion, which is basically enough to support the 1,000-point Nasdaq index.

On the other hand, compared to the Nasdaq’s destruction of the Internet industry around 2000, it is still in its infancy. Because Simon has used the power of the entire Westeros system to promote it sparingly over the years, the Internet industry in the United States, whether in terms of user size or scale, is still in its infancy. Enterprise development, at least 5 years ahead of schedule.

Let's just say that the former Yahoo, when the Internet bubble burst around 2000, propped up the company's market value of 100 billion US dollars, with only a mere hundreds of millions of dollars in revenue. And now Igreit is just one company, and its revenue has reached more than 30 billion US dollars.

Others, such as Cisco, America Online, etc., have developed far more than ever.

This actually means that the related industries have real performance support, and the bubble component is far less than thought. Therefore, after the 5,000 points in the past, how high the Nasdaq can go this time, not to mention others, Simon himself has no eyes at all.

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