Tudou Smells Sweet as Video Sharing Purchase 土豆网秀色可餐
I’m not a big fan of writing about rumors, but in this case something’s clearly going on with video sharing site Tudou, whose name means “potato” in Chinese and which looks like its days as an independent private company are limited. Word in the Chinese media, which admits that it’s all rumors, is that Tudou is looking for a buyer, after it lost its race with rival Youku (NYSE: YOKU) to become China’s first publicly listed video sharing site. (Chinese article) Clearly this is a company with problems, though it appears that many of those may be less business-related and more related to the recent divorce and personal life of Tudou head potato Gary Wang. If that’s the case and the rumors are true that he’s trying to sell the company, this could be a great way for Youku to increase its dominance in the space, or an excellent opportunity for another company looking to quickly expand, such as Tencent (HKEx: 700). Of course, it all will depend if the price is right.
Bottom line: Tudou’s troubles appear to be non-business related, making the company an attractive acquisition target in the video sharing space.
我并不热衷於撰文讨论流言，但这一次，视频分享网站土豆网显然是遇到了点什麽事情，其作为独立企业的日子可能快到头了。在中国的传媒圈流传的消息是，土豆在寻找买家。此前土豆在与优酷<YOKU.N>竞争成为中国首个上市的视频分享网站的交锋中败下阵来。土豆很明显是个有问题的公司，虽然很多问题可能与商业无关，而是关於其创始人王微近期的离婚和个人生活。如果他果然要卖掉公司，那麽对於优酷来说，这就是个占领市场的绝佳机会，或者对於腾讯<0700.HK>等希望快速扩张的公司来说也是天赐良机。当然，一切都取决於售价是否合适。
一句话：土豆的问题可能与商业无关，这意味着土豆是视频分享网站市场一个好的并购对象。
Related postings 相关文章:
◙ Tencent Takes Serious Shot at Video 腾讯重拳出击视频业务
◙ Tencent Takes on Video Sharing in New Alliance 腾讯觊觎视频霸主地位
◙ Xunlei Looks Even More Interesting in Baidu Tie-Up
