Tom Online, Ebay China, Paypal China and rumors

November 15th, 2006

Tom Online is going to merge all the business of Ebay China, including Paypal China.

Does this mean that Ebay failed in the competition with Alibaba’s Taobao and Alipay? Maybe!

But the central government is going to carefully control the online payment in China. The licience is needed in the coming month for Paypal China.

Maybe Tom Online can get one of the licience, but for sure Ebay China is hard to get it.

Yes the competition with Alibaba and the Online Payment Licience may be the two main reason for this rumor. And most of the time, rumor come true.

 

Alibaba’s reform at Yahoo China, Failed!

June 25th, 2006

Some Yahoo China resellers started to complaint.

After the Alibaba-Yahoo deal, real name business and CPC business for Yahoo China became one department, that was Jack Ma’s strategy for Yahoo. Which meant that there would be only one team and one reseller system for this two business. Jack even simplified the yahoo china’s homepage, cut all the portal elements, made it a pure search engine.

But now, Yahoo China back to a portal, just as the same as the Yahoo before deal. Jack’s search engine strategy went home.

Last week, the GM for Yahoo China SME resigned, He took care all the reseller channel management. Real name business and CPC business again back to the situation before the deal, that is each has it own reseller channel and managing team.

Yes, everything back to 1 years ago. The reform failed.

At May, three big resellers of yahoo gave Jack Ma emails. They tried to warn Jack that all their resell business for Yahoo were shrinking. They needed more channel support to win the market share back.

At the first six month of 2006, Hardly any reseller’s performanece reach their targets. That was unusual. The 3721 resellers used to be the most aggresive and fast developing group.

Alibaba should learn from this lesson. Search far more than B2B.