May 2008
China's Search Market Evolves - eMarketer
by kuroyagi"Tencent, with its QQ.com portal, for example, has a business model vastly different from its US counterparts. The company has built its business on its dominance in instant messenger (IM) services. Tencent reports that as of Q4 2007 it had 300 million active IM accounts. Analysys International data shows that Tencent commands nearly 80% of the IM market.
Tencent has leveraged this dominance in IM to build three major lines of business: Internet value-added services, mobile value-added services and online advertising. Essentially, its IM platform is the cornerstone for community-based communication on both the PC and mobile phone."
February 2008
インターネットユーザーの時間を値付けする‐SEM酒場
by kuroyagi"あくまで、この価値ある「検索」という場の奪い合いを続けるのか。それとも、マネタイズ(収益化)が十分でないとも解釈しうるコンテンツ閲覧やコミュニケーションの時間をいかに収益化するか、という点にフォーカスするのか。もちろん単価が低くても、コンテンツ閲覧に費やすユーザーの膨大な時間を自社の陣営に集約することができれば、それは十分な収益源となるだろう。"
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