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專欄 - 今日科技速遞

今日科技速遞:亞馬遜與谷歌決戰2013

JP Mangalindan 2012年12月28日

《財富》獨家專欄,薈萃網絡媒體當日最具新聞價值的科技短文。讓您一覽全球科技界最新動態。
其他內容:電子書價格大戰初露端倪;互聯網站試水差異化收費。

????

分析:亞馬遜與谷歌決戰2013 路透社

????兩家公司都正處于關鍵時刻。谷歌(Google)市值高達2,350億美元,是亞馬遜(Amazon)的兩倍,很大程度上是源于其令人生畏的凈利潤。根據湯森路透(Thomson Reuters)I/B/E/S分析師的預測,谷歌今年凈利潤率為32%,凈利潤額高達132億美元。相比之下,據說亞馬遜今年或將略有虧損。

七問谷歌企業業務負責人? 科技博客ALL THINGS D

????你們有何獨特之處?

????我們曾經僅僅在成本上競爭。但現在這種情況已經改變。在云端,隨著時間的推移,不應收取更高的費用來獲得云服務。總的來說,成本應該降下來。我們應用的價格維持在50美元已有一段時間,同時我們的解決方案的深度和廣度都在提升。另一方面,他們正通過提高收費趕走自己的客戶。這是他們的戰略,他們有權做自己想做的事。設備數量將激增,而網絡服務的規模十分龐大。因此,問題在于你是想主攻臺式機業務,還是網絡服務以及聯網設備。坦率地說,他們沒有足夠的公信力來提供規模化的網絡服務。這不是他們做的事。或許他們隨著時間的推移最終能夠學會到底該怎么做。

電子書價格大戰初露端倪 《紐約時報》

????這不是憑空猜測,一個重要的理由是,電子書在與實體書的大戰中未能像預料的那樣很快輕松致勝。

????Simba信息的分析師邁克爾·諾里斯稱:“過去幾年,電子書市場經歷了高速增長,但如今已經開始顯露疲態。即便是亞馬遜這樣的公司也迫切想知道,為了提高市場份額,究竟要把電子書的價格降到比競爭對手低多少——或者說是必須低多少?”

互聯網網站看人下單 《華爾街日報》

????針對不同顧客提供不同價格,這種做法合理合法,只要不涉及到種族或其他敏感問題。一些公司指出,它們的在線服務將仿效這種現實世界里的定價策略。實體商店通常會根據當地需求、競爭及店鋪位置等情況調整價格。如果同一家的公司的汽油在甲地的售價比乙地低,我相信沒人會感到驚訝。

Analysis: Amazon, Google on collision course in 2013?[REUTERS]

????Both companies have a lot at stake. Google's market capitalization of $235 billion is about double Amazon's, largely because Google makes massive net?earnings, expected by analysts to be $13.2 billion this year, based on a huge 32 percent net profit margin, according to?Thomson Reuters?I/B/E/S. By contrast, Amazon is seen reporting a small loss this year.

Seven question for Google enterprise chief Amit Singh?[ALL THINGS D]

????What do you have that they don't?

????We used to compete on just cost. But that's changed. On the cloud, over time you shouldn't have to charge more money to get cloud services. Overall, your costs should go down. We've been at the $50 price point for apps for some time, while increasing the depth and breadth of our solution. On the other hand, the way they are incenting their customers to move is by charging them more. That is their strategy, and they are entitled to do what they want. Devices are going to proliferate, and Web services are now being delivered at scale. Then the question becomes whether you want to build around the desktop, or whether you want to build around Web services and devices being connected together. And, frankly, they don't have the credibility to deliver Web services at scale. That's just not what they do. They learn, hopefully, over time.

Little sign of a predicted e-book price war?[THE NEW YORK TIMES]

????One big reason for the lack of fireworks is that the triumph of e-books over their physical brethren is not happening quite as fast as forecast.

????"The e-book market isn't growing at the caffeinated level it was," said Michael Norris, a Simba Information analyst who follows the publishing industry. "Even retailers like Amazon have to be wondering, how far can we go — or should we go — to make our prices lower than the other guys if it's not helping us with market share?"

Web sites vary prices, deals based on users' information?[THE WALL STREET JOURNAL]

????Offering different prices to different people is legal, with a few exceptions for race-based discrimination and other sensitive situations. Several companies pointed out that their online price-tweaking simply mirrors the real world. Regular shops routinely adjust their prices to account for local demand, competition, store location and so on. Nobody is surprised if, say, a gallon of gas is cheaper at the same chain, one town over.

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