Facebook收購(gòu)WhatsApp買對(duì)了嗎？
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????Facebook公司斥資190億美元收購(gòu)了移動(dòng)通訊平臺(tái)WhatsApp，讓人大跌眼鏡。僅僅是過(guò)去的9個(gè)月中，WhatsApp的用戶數(shù)就從2億飆升到了4.5億。今天一早，我受邀到消費(fèi)者新聞與財(cái)經(jīng)電視頻道（CNBC）點(diǎn)評(píng)了這宗交易。簡(jiǎn)言之，CNBC的主持人們想知道，這項(xiàng)交易是否明智？ ????坦率地說(shuō)，現(xiàn)在就下判斷還為時(shí)過(guò)早。乍看上去，這筆交易確實(shí)金額過(guò)高；但我不會(huì)只憑這一點(diǎn)，就質(zhì)疑馬克?扎克伯格的決定。要知道當(dāng)初收購(gòu)Instagram時(shí)，人們也覺(jué)得數(shù)額過(guò)大。 ????現(xiàn)在很清楚的一點(diǎn)事，這筆交易值得許多競(jìng)爭(zhēng)對(duì)手警惕。谷歌公司（Google）就是其中一家，它花了一年多的時(shí)間，希望收購(gòu)WhatsApp，最后卻未能如愿。再比如WhatsApp在簡(jiǎn)訊應(yīng)用行業(yè)中的競(jìng)爭(zhēng)對(duì)手，如Kik、Snapchat和微信（WeChat）等，它們因此失去了一個(gè)重量級(jí)的買家，現(xiàn)在只能奮力爭(zhēng)奪業(yè)界第二的位置。再比如電信服務(wù)商，它們之前靠短信服務(wù)賺得盆滿缽滿，但現(xiàn)在WhatsApp實(shí)際上已經(jīng)在免費(fèi)提供短信服務(wù)。此外，蘋(píng)果公司（Apple）也是一樣。當(dāng)然，前提是蘋(píng)果的股東們現(xiàn)在終于醒悟過(guò)來(lái)了，雖然他們擁有能夠擊敗Facebook的資源，但面對(duì)巨大的新機(jī)遇，他們已然錯(cuò)失了良機(jī)。（財(cái)富中文網(wǎng)） ????譯者：朱毓芬/汪皓 ???? |
????Earlier today I appeared on CNBC to discuss Facebook's (FB) stunning $19 billion purchase of WhatsApp, the mobile messaging platform that has grown from 200 million users to over 450 million users in just the past nine months. In short, the hosts wanted to know if it was a smart or dumb deal. ????In all honesty, it's WAY too early to say. But I wouldn't bet against Mark Zuckerberg just because this deal feels oversized at first blush. Remember, so did Instagram. ????What does seem clear, however, is that this deal should seriously concern some other players. Like Google (GOOG), which spent more than a year (unsuccessfully) trying to buy WhatsApp. Or rival messaging apps like Kik, Snapchat and WeChat -- all of which just lost a major suitor, and now may need to battle it out to be number two. Or current wireless carriers, who make a fortune off of SMS (the functionality that WhatsApp virtually gives away for free). Or Apple (AAPL), if only because some of its shareholders may now feel that it has totally missed the boat on a giant new opportunity, despite having the resources to have bested Facebook. |
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