Chapter 219 It only takes three knives to dismember Sony
For a long time, Roland has been beeping that he wants to buy Disney.
But in fact, he has no idea about such a big project.
This is not as simple as three steps to put an elephant in the refrigerator.
Submission of acquisition, business negotiation, successful acquisition, finished...
If things were that easy, guys like Carl Icahn would stop making money.
Even if you have money and want to buy, people can refuse, and after the other party refuses, hire Carl Icahn and those guys to knock down the other party's stock price, force the shareholders to sell, and the primary market buys up the equity aggressively, with more than 10% of the share. Hold an extraordinary shareholders meeting, unite with other shareholders who want to sell, fire those disobedient guys on the board of directors, push the puppet to the top, re-agree to the acquisition invitation, and then buy junk debt leveraged acquisitions, pass all the acquisition costs on to the shareholders of leeks, and finally Well, this kind of hostile takeover has to pass the Ministry of Commerce's hurdle. You have to make those guys in the Ministry of Commerce nod to this kind of malicious competition that everyone can see...
The whole process looks clear and simple, but Roland can only talk.
You let him do it himself?
I'm sorry, my eyes are blackened, and I'm blinded.
It is precisely because of this that he will go to make friends with those people on Wall Street, because this kind of acquisition of more than 10 billion has already been made into an industrial chain by those who play finance. It doesn’t matter if you don’t, we will!
How bold is the heart, how productive the earth is!
As long as you have money and dare to think, we dare to do it!
Of course, whether it succeeds in the end depends on the specific situation...
Because when it comes to hostile takeovers, people will throw their cards wildly. Sometimes the company that provokes the troubles fails to take over, but is reversed by the other party. This is also a normal phenomenon.
So, even though Roland had this idea a few years ago, he has not put it into action so far. His fundamental purpose... Well, one of the reasons is that things are too difficult, but the most important thing is poverty.
However, the poor return to the poor, but dreams still have to be done.
If you can’t even dream, then you’re a salted fish without dreams?
It was precisely because Roland was figuring out how many steps to dismember Disney, such a boring thing, so when he found Sony, who was half naked, dangling in front of him, he, who was harmless to humans and animals, started thinking again. Diverged.
In his previous life, he actually supported Sony.
Except that he didn’t buy a PlayStation, he bought all of the following 2, 3, and 4.
Until now, he still clearly remembers that because he didn’t know that the National Bank version of PlayStation 2 could only read games in Simplified Chinese, when he bought the machine for the first time in Shanghai, the special code was cheated.
I bought the machine, but there are no games!
At that time, everyone around was playing "Fantasy Westward Journey", and no one had the concept of region locking in their minds!
In the end, with the help of the owner of the video game store, he re-made the Taiwan and Hong Kong version of the machine, and the 3 had just been launched, so he asked the boss to help him carry the goods. Not only that, he still remembered that he bought the 3 when he played The first game is NBA2K7.
is to use Wade to beat Kobe.
Of course, when it comes to PS3, what makes him the most proud is the powerful computing power of PS3!
This is something that can simulate the earth!
Tut tsk tsk...
And before time travel and rebirth, his TV was still a 65-inch X9500G. From the day he knew about Sony, he didn’t know how much money he had spent on Sony for more than 20 years. WM’s Walkman, later MP3, MP4, black card, headphones, wireless headphones...
Anyway, except for blinds, Roland has basically used all products.
Of course, it’s not that he doesn’t want to pay the IQ tax on the blinds, it’s that the pricing is too cheap, and when he goes out and snaps up…
is gone.
If I knew it earlier, I went to a certain treasure to purchase it.
╮(╯▽╰)╭
It is precisely because he cares so much about Sony that Roland doesn't have to think about Sony's past at all. The six major business groups of the company have already appeared in his mind, and the most amazing of them is naturally the sales accounted for by the company. The game business with more than 25% of total revenue and operating profit accounting for nearly 40 points of the group's total profit...
Next, Sony's second thigh is financial insurance.
The third thigh is the semiconductor.
The fourth thigh is music, the fifth thigh is video, and the sixth thigh is entertainment audio equipment.
The last two business groups that are about to disappear are imaging products and mobile communications.
Six pillars and eight legs?
How to make it look like an octopus?
Of course, the six main business groups are not the point. The point is that Roland knows that without games, Sony will lose half of its life, and if it loses games, music and video, it will die!
And now, the knife that stabbed Sony to death was right in front of Roland!
First of all, the clearest situation is Sony Pictures Entertainment.
In the previous life, Sony Pictures Entertainment saved its life by relying on Spider-Man, and then Sony arrogantly acquired MGM and swallowed 007. When seeing the revenue drop again, Sony launched The Amazing Spider-Man, and forced to continue its life again , and after The Amazing Spider-Man got rid of it, he tied Marvel again, Spider-Man Hero Returns, and then desperately developed other villains in the Spider-Man series.
It is no exaggeration to say that without Spider-Man, Sony Pictures Entertainment would have been killed by the Jews in Hollywood long ago.
And now...
Spider-Man is in Roland's hands...
Sony Pictures Entertainment's current revenue looks good, it is also a false prosperity.
Once the copyright is drawn, they can wait to die.
Secondly, the next clearest situation is Sony Music.
As long as Jobs leads Apple to develop the iPod, Sony Music's revenue will plummet.
You know, in Roland’s previous life, in order to pay the highest respect to Akio Morita, who had passed away before he had time to see him working on the iPod, Jobs only used the hostile means of monopolizing and blocking Sony while killing the CD market.
United with EMI, Universal, and Warner to squeeze out Sony, directly knocking down the sales price of Sony Music by 30%.
Let Sony’s revenue evaporate by 15% that year.
A few years later, in 2008, Sony Music's revenue was only 40% of its peak.
This method also forced Sony to tinker with its own products, and implanted Sony's music industry on home consoles.
Finally, the most unclear situation is the home console.
Why has Microsoft been unable to beat Sony?
Roland, who bought both PS and Xbox, knows in his heart that it is because the product positioning of the two is not the same.
Sony has always regarded home consoles as the next-generation game consoles for core players, while Microsoft has always regarded Xbox as a home set-top box. From this point of view, Microsoft has already lost since setting the tone.
Because gamers like Roland can recharge their beliefs, but users will not maintain their own set-top boxes.
Second, that is the content.
To put it simply, it is exclusive.
What exclusive games does Xbox have?
Forza, Halo, Gears of War?
Quantum Break, Sunset Overdrive, State of Decay?
Not to mention that these games are difficult to make players have the urge to buy a machine to play, the most important thing is that Microsoft is exclusive and has a special operation - the game platform is Xbox and PC...
Special code, since your games will be available on PC, then I will buy a **** machine!
My 2080Ti was not bought for viewing!
So a machine like Xbox is not very attractive to players at all.
As for the monopoly on the PS side, there are many.
"Uncharted", "The Last of Us", "God of War".
"Infamous", "Wanda and the Colossus", "The Last Guardian".
"Siphon Warrior", "Killzone", "Horizon".
Sony's first-party studio can pick out any series at random, and it can crush the game content of Microsoft's **** stove. If you can enjoy everything when you buy a machine, if the PS can't sell the Xbox, then it is definitely a player. problem.
So, after discovering this situation, Microsoft also admitted its failure. They all said that without content, no matter how much money they spend, it is impossible to beat Sony in the field of home consoles.
but!
If Microsoft is willing to stick its thigh into the backyard of Roland's house, Roland is still willing to climb up...
Microsoft with deep pockets can’t make content?
It doesn't matter!
Just leave this kind of thing to me!
Xbox sold at a loss!
"Give Him Love" Announces Xbox Exclusive!
One series can hurt you?
What?
The enemy will only fight back more fiercely if you don't kill yourself if you beat the pain?
It doesn't matter!
Spielberg led DreamWorks Interactive Entertainment's "Medal of Honor" and the creative texts of "Call of Duty" and "Battlefield" written by myself are now mine! Call of Duty and Battlefield Xbox Exclusive!
"Give Him Love" + "Call of Duty" + "Battlefield"!
This special code can't kill PS!
Then I will change my name tomorrow!
My name is no longer Roland Allen!
My name is Roland Allen Sony!
And when Microsoft has killed Sony’s game business group, Apple has killed Sony’s music business group, and Roland and Spielberg have taken out Sony’s film and television entertainment business group, who should save Sony, which has so little money in its pocket?
Saving the game, music and video entertainment is lost directly.
Saving music and video entertainment, those games can be killed by Microsoft, which is no different from suicide!
As long as there is a fight, Roland and the others can do a lot.
When DreamWorks was formed, the other five companies believed that Roland and Spielberg were going to eat Sony.
Hearing such remarks, Roland just smiled at the time, because he had no plan to kill Sony at all.
But now...
Sony Pictures Entertainment, which does not have a traditional media business group, seems to be able to eat it!
As long as he eats Sony Pictures Entertainment, Spielberg's wish back then can come true, but Roland himself...
I'm just a harmless little cat, these things are just done by Bill Gates, Steve Jobs and Steven Spielberg, I just hug my thigh and make money, I don't have anything I know!
And as long as Sony Pictures Entertainment is killed, it will be much easier to acquire Disney.
Although he still has no clue, by killing Sony, Roland can also accumulate practical experience in beating up these giants!
That's right, although Roland in his previous life was an idiot, he doesn't mind killing Sony, a baby with experience, in this life!
What's more, as the saying goes, if I love you, I will buy you!
Since I love you so deeply, let us become one!
Thinking of this, the corners of Roland's mouth curled up, and he suddenly laughed.
Such a situation also made everyone who was waiting for the next article confused.
"But what?" Bill Gates asked curiously.
"I'm really not the kind of person Steve said. If you have any ideas, you can say it directly."
"Ah...but ah..."
Came back to his senses, Roland pursed his lips, wanting to put his idea into practice.
By the way, I am drawing a big pie with my dreams.
So, Roland, who wanted to be honest, made it up.
"But ah, it has always been our dream to be a console game..."
“Although Steven never mentioned his remorse to me, whenever I play games with him, I can feel that he has deep self-blame for what he did back then.”
"Actually, it's quite funny to say. When I encouraged Steven to take over the equity of Sony Pictures Entertainment's overseas distribution company, I used the rhetoric that Nintendo should not take advantage. Steven has always hoped that our local companies in America Being able to recapture the console market that he handed over to me back then, I, who like games, heard this dream, and my blood boiled even more."
"So, after I made money, the first thing I did was to invest in game companies."
"Steven has always been curious why I don't develop Warcraft film and television."
"I never told him, I have always been very grateful, he helped me get the facts of the "Terminator 2" project when he only met me, and later taught me in "Captain Hook" , let me change his "Jurassic Park" script, he has been helping me and fulfilling my wishes for so many years, so I also want to help him..."
"But, defeating Nintendo, wouldn't it be a joke if I said it?"
"Just like you don't believe that I invested in Apple only for Pixar, and I invested in Yahoo only for Marvel. I also don't believe that I can beat Nintendo. Therefore, the original development concept of the game company was PC games."
"But, PC games are on fire."
“Warcraft and Diablo are on fire.”
"So, after making money, console games are put on the agenda..."
“I have no money to develop consoles, but I can make games, and I want to use games to occupy Nintendo’s market.”
"Maybe I can't help Steven realize his wish in this life, but..."
“I can actually feel it all the time, he is also looking forward to every game of mine…”
“He will be happy for the success of Blizzard Entertainment, and when he is happy, I will feel much more comfortable.”
"I can't surprise him in Hollywood. I haven't called him a teacher in all these years, but as long as what I do can make him feel better tomorrow, I will do it..."
The affectionate words moved everyone present.
"Oh, Roland..." Spielberg, who was leaning on the chair, blew his nose, his eyes were a little red.
"You are the most worry-free person I have ever taught..."
"But also my favorite one..."
"Really? Is it because of the game?" Steve Jobs interjected.
When he played bricks with Spielberg, he knew how addicted this guy was to the game.
"No, No, No..." However, Spielberg shook his head.
"Because, he's the first guy to do something I love..."
"Chris, Robert...those guys I taught and helped me all repay me in the field of film and television. They feel that helping me in my career will make me happy."
"But actually, I don't lack those books."
"I don't lack those directors, and I don't lack those actors..."
"What I lack is a guy who can play games with me in the office."
"What I'm missing is someone who tells me, 'It's okay to lose to Nintendo, just kill him later'."
Such words made everyone on the scene laugh.
Bill Gates and Paul Allen nodded with emotion, Steve Jobs leaned there, and looked at Roland with probing eyes, while Kate, who had been listening to Roland, silently lowered her head and looked at her fingers, as if thinking think.
"So, you will not develop Warcraft film and television?" After a long silence, the curious Jobs broke the calm first.
"It doesn't count, it's mainly the game industry and the technology industry that burn money, and my money is only a little..."
"Plus, console games have to cooperate with console development, so I don't have the energy for the time being..."
"Roland, did you just mean that you chose Sony because you just didn't want to cooperate with Nintendo?"
Bill - Gates also asked every stitch.
And Roland was waiting for this question, "Yes, Steven's wish is to see local companies take back the game market."
"But in America, there is no company making game consoles."
"If there are, then I will definitely give priority to cooperation with these companies."
"Really? But judging from the current situation, there is still a gap between Blizzard Entertainment's console game research and development capabilities and established game companies. How do you view the console game market?" Paul Allen helped The old friend asked a question.
Roland, who understands the game market, replied very easily about such meaty scenes, "Actually, at the beginning of this year, I asked Blizzard Entertainment to go to Edinburgh to acquire a game studio. Anyone who knows about games should know , The studio I am eyeing is the developer of the "GTA" game that shined at the E3 booth last year."
“The research and development strength of console games can be enhanced through mergers and acquisitions, and what determines the life and death of a game is actually creativity.”
"Creativity, I can't explain it to you, but the sales volume can prove that the creativity of our Blizzard Entertainment is deeply loved by the public. As for the console game market..."
"I think William answered that question in last year's bestseller, The Road Ahead."
"Games are just a means to promote home consoles. The core of home consoles is the Internet of Everything."
When Roland said the word 'Internet of Everything', both Steve Jobs and Bill Gates raised their eyebrows.
It's not that the term 'Internet of Everything' is too novel, but that Roland actually agrees with this point of view!
"Do you think my theory of the Internet of Everything can be realized?" Bill Gates folded his hands and looked at Roland with a half-smile.
"Of course, I firmly believe that smart homes will appear in the future." Roland, who has read the answer, replied very positively.
"Very good, very good..." Bill Gates nodded slightly, his eyes focused on Roland.
Although he didn't ask anything, he had already asked everything.
If he didn't understand why Roland sold Yahoo before, now he understands.
Roland controls Amazon, IMDb, and Blizzard Entertainment, and his most fundamental purpose is to create the Internet of Everything in terms of content!
Stay at home, use the Internet to get everything done!
He wants to keep himself in everyone's life forever!
This kind of thinking, that is simply...
marvelous!
As for the reason?
Because the theory of the Internet of Everything was proposed by him himself!
"You just kept saying that you are short of money?" After pondering for a while, Bill Gates suddenly said: "Before I came, I read your company briefing. Interstellar Records."
"Interstellar Records is currently an empty shell, not counting for the time being."
"Warcraft Films has all the copyrights of Marvel, as well as Lord of the Rings and The Hobbit, and then holds 25% of the shares of Sony and Amblin and Warcraft Joint Publishing Company, as well as "The Wedding Banquet", "Eating Men and Women", "Seven Cases" "Sin", "The Shawshank Redemption", "Love Before Dawn", "Red Zone" and other film copyrights."
"Together with these things, I'll value your World of Warcraft movie at one billion. What do you think?"
"Blizzard Entertainment's revenue last year exceeded 100 million. I will calculate by 15 times, and I will give you an estimate of 1.5 billion."
"Shouwang Venture Capital owns 67% of IMDb, 4.68 million shares of Yahoo, 15% of Amazon, 10.73% of Apple, and 1004 180,000 Microsoft shares."
"These things add up, and I'm giving you an estimate of 1.5 billion."
"Then you still have 20,000 shares of Berkshire Hathaway in your Blizzard capital."
"All things added up, I'll give you an estimate of Blizzard's capital at five billion."
"I personally contributed one billion, accounting for 20% of the shares."
"How about it, one billion in cash can make the company develop rapidly."
In fact, the trend of buying, buying and buying is the fundamental idea of the company's development.
Everything must be done by hand, everything is developed by the company itself, this kind of thing will only exist in novels.
Broaden the market?
purchase!
Planning for the future?
purchase!
Break through the monopoly?
purchase!
Except for the company that produces the content, everything else can be solved by buying.
Buying is the easiest way to grow your company and the best way to save costs.
And Bill Gates wanted to invest in Blizzard Capital because Roland's development ideas were highly consistent with his guess.
As for how he knew that Roland held more than one Berkshire Hathaway stock?
Warren Buffett, introduced to him by his mother.
Since 1991, Bill Gates has been a shareholder of Berkshire Hathaway.
At the beginning of this year, David Olson attended the Berkshire Hathaway annual meeting.
The world is so big, after entering the circle, who does not know who?
But for Roland, one billion wants a 20% stake in Blizzard Capital?
I sold it to you because I was out of my mind!
Not to mention other things, just Amazon and Apple, after ten years, they will be worth hundreds of billions of assets, okay?
You want to eat 20% of the billion you spend now?
Dream it!
However, Roland, who originally wanted to hold Microsoft's thigh on the home console, would not refuse bluntly.
After looking at Jobs and finding that the guy was staring at Bill Gates with a black face, Roland said:
"William..."
"Investing in this kind of thing, there may be some small problems..."
"My company holds Apple stock, and now you say to invest in my company in front of Apple's CEO, isn't that equivalent to an indirect shareholding? Do you think Steve will agree with your idea?"
As soon as the words came out, Bill Gates also turned his head and glanced at Jobs.
Seeing that Jobs might have a real-life PK with himself, Bill Gates voluntarily chose to give up.
"Well, this little problem is really small enough."
Seeing that things might be deadlocked, Spielberg, who was moved by Roland's words earlier, came out to make a rescue, "Roland, how much do you need? I can lend you, and it doesn't matter if you don't pay for it for a while. also."
When the old man said that, it was equivalent to giving money for nothing.
Koran is not going to use his own money to develop the company.
Empty glove white wolf, isn't it fragrant?
Only the poor will get rich with their own money.
"Oh, Steven, you might as well give me a way to make money by lending me money."
"My current source of income is only the salary dividend, which is paid out once a year, which is too slow."
"A channel to make money? I have this, Bernard Madoff, do you know him?"
"The annual return is more than ten percent, do you want to try it?"
Bernard Madoff?
Hearing the name, Roland immediately laughed.
The Madoff case is the largest Ponzi scheme in history. Although it was thundered during the subprime mortgage crisis in 2008, Roland did not want to get involved.
"Annualized ten percent..."
"This is a bit too slow..."
Roland, who didn't want to get involved, rejected Spielberg's kindness somewhat "greedily".
And he didn't think about enlightening the other party.
Because Bernard Madoff is Jewish.
"Ten percent is too slow? Then your appetite is a bit big..."
Bill Gates smiled lightly. Since Blizzard Capital could not accept his investment for the time being, he could only wait.
Now he really thinks that Roland's little head is very interesting.
Unfortunately, fun can't turn into money.
It is all fantasy if you have vision but no funds.
He wanted to help Blizzard Capital, but Steve Jobs treated him like a thief.
However, before he finished speaking, Paul Allen, who had seen his old friend's thoughts, said, "You dislike 10% for being too slow? How dare you do the business of five times the principal in half a year?" ?"
"The investment capital starts at 200 million yuan, and the commission is 20%."
What?
When Paul Allen smiled and said the terrifying rate of return, Roland's eyelids jumped.
In half a year, 200 million turned into one billion?
Taking 20% of the commission is equivalent to a net income of 600 million?
What kind of fairy scam is this special code?
Although Roland didn't believe that there was such a good thing in this world, he still asked.
"Wow? What is the yield rate so scary?"
Paul Allen's answer made Roland almost jump up from his seat.
"Quantum Fund, George is planning to go to Southeast Asia to play a big game like the previous British pound crisis, Italian lira crisis, and Mexican peso crisis. In February this year, they did a short sale of 15 billion Thai baht futures. It will start this month. If he sells the spot baht, the Thai government will collapse at the latest by early July.”
“Although the deadline for raising funds has passed, they can still do follow-up orders.”
"If you want to take a gamble, I can put you in the Thai baht market."
"if only…"
"You dare to play."
Note: ① Jobs did use monopoly means to beat Sony back then. He cooperated with EMI, Universal, and Warner to do one thing. If Sony disagreed with the low price he offered, the iPod will permanently cancel the audio recording of Sony music. . ②Microsoft officially entered the home console market in 1997. At that time, they were already developing machines, and the timeline was correct. ③The concept of the Internet of Things was not proposed by people like Rebs. As early as 1995, in Bill Gates' "The Road to the Future", he had already expounded on the development of the Internet of Things. Through computers, through the Internet, Bringing a smart home to users is the real reason why Microsoft will never position Xbox as a game console. What Bill Gates wants is smart home services like Mijia, not just a game console. Xbox is just a game console. The source of the interface for smart home services is similar to Xiao Ai, but unfortunately, Microsoft has not succeeded, and from the current point of view, they have no chance of success. ④Spielberg is the victim of the Madoff case. I remember I wrote about this before. Of course, Spielberg has too much money. When the final liquidation, he himself did not know how much money he invested in Madoff. up. ⑤Bill Gates met Buffett through his mother, who is also an investor in Berkshire Hathaway. ⑥ Quantum Fund started to engage in the European Community in the 1990s, but the Asian financial crisis caused a lot of trouble.
(end of this chapter)