Fang Xingdong: Zhou Hongyi and YAHOO are happy to break up

Reporter recently interviewed, said that there is a rumor that Zhou Hongyi should step down, in particular to resign or passive resignation is not clear.

I think it is very difficult to evaluate this kind of rumor, but it is still a great possibility. But from Zhou Hongyi and YAHOO both sides, ahead of the end of marriage can be turned into a good thing: the original Zhou Hongyi tied primarily to prove the value of 3721, to do the full two years, income requirements, Zhou Hongyi can get $120 million in all. However, this year, the Internet capital market surging, the valuation of 3721 will go up, so YAHOO's concerns can be eliminated early.

In the low tide of the Internet, YAHOO for the assessment of Zhou Hongyi is very simple, is an indicator: income. However, now YAHOO's request in China has gone far beyond the simple income itself, and related to the comprehensive strategy of YAHOO china. As the world's first portal, YAHOO's influence in China is only second rate, and even the influence is far less than the formal entry into China's Google.

Therefore, YAHOO must adjust its direction in China, can not be short-sighted to grasp the income, but also to look at the long-term. As a result, Zhou Hongyi's revenue target itself has become YAHOO's constraints. Think so, it is better to advance release Zhou Hongyi, a comprehensive adjustment of China's strategy for both and YAHOO are happy things.

Zhou Hongyi is my Xi'an Jiaotong University Alumni, friends for many years (but it is not good to call to ask). Strong personality in the Internet sector is unique, not to accept. Let him in YAHOO, a global giant in China, certainly not arbitrary. Many constraints, so although there are chapters on the income of the law, but many of his ideas can not be recognized and supported by the United states. China's degree of freedom must be very limited. Therefore, Zhou Hongyi must be very awkward.

Therefore, judging from my point of view, the sooner the two sides break up, the more beneficial to both sides. Zhou Hongyi got the cash, also can be in such a good time again, the two venture, the foundation and experience better, winning more. YAHOO can also let go of its hands and feet and do something that is commensurate with its status.

Of course, there is no guarantee of other aspects of both factors and considerations beyond the rational analysis of many things.

This is my own simple analysis. Right or not there is no guarantee, after all, everything in the rumor stage. On the rumors and analysis that is more than talk on paper. For inspiration. (