Rebirth in a Perfect Era Chapter 1422: Stop loss or counterattack

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Li Mu's 5 million USD + 5 million USD for Louis Martin soon came into play.

Louis Martin although was in Yanjing, but he used his personal relationship to get the first-hand information of Apple at this moment in an unethical way.

Since Tim Cook was in danger and took over the position of AppleCEO, there were several intense disputes within Apple about the next direction, and the Apple executives were mainly divided into two camps at this time. , One is the stop-loss faction, the other is the counter-attack faction.

The attitude of the stop-loss faction is very simple, immediately split Apple to sell, so as to avoid the future Apple stock price falling below the net assets, this faction is mainly investors and the capital behind, they are eyeing the money invested by looks at on Apple at the speed of light Loss, the instinct of capital drives them to just want to end this failed investment as soon as possible, and then quickly find profits from other projects to fill the hole back.

For many private equity funds, the money invested at the same time may exceed tens of billions of USD. Losing tens of millions or even hundreds of millions of USD on a single project is not the end of the world. As long as other projects can fight to make up this part of the funds, They can cross normally, so it is very important for them to stop loss in time, because they do n’t know how big the black hole will spread next. If you want to make up a hole, you must first stop the hole from expanding, and then based on The actual size of the hole, try to find a way to make it up.

As for the counter-attack faction, most of the founders and executive teams of Apple have been fighting side by side for so many years, like Tim Cook, who joined the company five years ago with tremendous trust in the future of Apple, and although did not make money. How much, but they put their enthusiasm and faith in this company, and now let them surrender immediately, which is unacceptable to them.

The counterattack faction is that Apple is different from most internet companies. Apple is a company with hardware as the core and patent technology and software technology as the support. Pure internet company may shrink its market value when encountering bubbles. 95%, it is because they are blown like huge rubber balloons, and they are basically left with a bump of rubber skin after the explosion;

But Apple is a polar bear with a weight of more than a thousand pounds. Even if the food is cut off in the winter, it can still stand on its own fat for a long time. Even if the skinny polar bear is hungry, it still has a strong Combat power is the same for Apple. At this critical moment, Apple should calm down and think about countermeasures to find a breakthrough for counterattack.

The two factions have their own advantages and disadvantages. For example, the number of stop-loss although is not enough, but the proportion of shares controlled is high; the number of counter-attack although is large, but most of them are company employees and professional managers. Control is not enough.

From a legal point of view, stop-loss factions have absolute power to make a decision and execute landing, but they also fear that the majority of counter-attack factions, once they completely lose confidence in the company, they are likely to be at any time Tossing away, if the core team loses more than half when Apple is sold to the outside world, then the company's market value will inevitably be hit harder. This is the result that the stop loss is not willing to see anyway.

When the stock price of Apple fell below the 4USD mark on the third trading day, there was still no consensus between the stop loss and the counterattack.

According to Louis Martin ’s news, the stop-lossists are constantly persuading the counter-attackers to accept the company ’s capital planning, so as to at least ensure that everyone ’s work has the opportunity to be retained, even if they cannot be retained, at least they can get the compensation they deserve;

And the counter-attackers are also persuading the stop loss party to have more confidence. They feel that with the accumulation of Apple's existing technology, the Apple team will definitely find an opportunity to reverse the situation.

Li Mu is very concerned about the counterattack group headed by Tim Cook in Apple. Is there any clear counterattack strategy? The iPod business has been ruined by the unlisted Mango-ME2. If Apple still wants to be in Mango- Pulling ME2 back to the city, it may really trigger the nerves of these guys, forcing them to decide to increase the iPod by half a generation, or even a generation.

However, judging from the news discovered by Louis Martin, the counterattacks have not yet found a very clear entry point.

Louis Martin also contributed another very high-value message to Li Mu. Microsoft is issuing an offer to Apple through an offshore company that has been indirectly controlled by several of its funds, but Microsoft is not ready to take the entire Apple. Here, they only want to acquire Apple's operation of system and Mac's complete machine business line. As for the iPod and iTunes that have become junk assets in the eyes of investors, Microsoft is also not interested.

After receiving this news, Li Mu applauded in succession.

Others do n’t quite understand why Li Mu is excited about Microsoft ’s intention to acquire Apple. After all, Microsoft is a behemoth in the IT field. Even Muye Science and Technology appears to be weak in front of them. Market value, cash flow, technical reserves and profitability , Are much worse than Microsoft, if Microsoft also wants Apple, Muye Science and Technology is obviously difficult to ensure competitiveness.

However, Li Mu has his point of view. He told everyone: "The US government will not allow Microsoft to acquire Apple, so Microsoft can only use this method to achieve its purpose, so they use company-controlled funds and fund re-control. Offshore company, took several turns to acquire, the purpose is very simple, just want to get Apple's OS operation system, and then make it into the operation of system, let the OS breathe, live like **** In this way, the OS will not only bring any subsequent threats to Microsoft, but also prevent Microsoft from receiving anti-monopoly law sanctions. "

Speaking of this, Li Mu said: "First of all, I have no discrimination against the **** community. I just borrow some scum from this group to make an analogy. Microsoft's thought is actually a desire to find a woman to get married. Gay, he does n’t want to have **** with a woman, he just wants to marry this woman, so that no one will doubt his sexual orientation, and his parents will not put pressure on him anymore. "

Everyone nodded in agreement, it really sounds like this.

Li Mu said again: "For Apple, Microsoft should be the company they are least willing to be acquired, but now, this company that they are least willing to be acquired, but they are actively seeking them, I believe the Apple team My heart must be extremely uncomfortable. In this case, even if we are the creators of the Apple, we will feel that we are much more intimate than Microsoft in Apple. "

"Really?" Louis Martin laughed: "If I were Apple, then you must be the person I hate the most."

Li Mu said with a smile: "You guys who are pure capitalists, only look at money, but you must know that geeks who play technology value not only money, but also dignity, you can beat them, or even kill them Died on the battlefield, but you ca n’t buy them as slaves at home, and then throw their children into the pit. ”

Louis Martin said: "Stop stops within Apple are like me. They are pure capital players. They only care about who gives more money. If Microsoft gives them a higher price, they will definitely not pay any attention. Without hesitating to sell Apple, those who have a sense of honor, do not have the right to vote, they cannot decide the future destiny of this company. "

Li Mu said: "Louis, look at the details. Why is Microsoft only willing to buy Apple's operation system and computer business? To put it bluntly, they are not willing to spend an extra penny for Apple, they only want to use the least money for their own purposes. , So they do n’t care about the iPod and iTunes business at all, and they do n’t even care about the life and death of Apple ’s employees in these two business lines;

Even if the Apple stop loss is all capital thinking, they also have to consider a problem. The only cash opportunity for the iPod and iTunes business is to package and sell together with the entire Apple, otherwise only these will remain, and no one will be interested. At that time, this part of the assets became bad debts, and the stop loss still has to pay severance fees for all employees of the iPod and iTunes project division. Compared with Microsoft, my takeover who is willing to take over is Apple. The savior. "

Louis Martin shrugged his shoulders and smiled: "It makes sense to say so."

Lei Jun said: "I think Chief Li is quite right. Even the stop-lossists do n’t want to leave their useless bad assets in the end. At the same time, they also have to take out a part of the limited money to compensate employees. Microsoft is now definitely I feel that no one in the capital market is willing to take over Apple. They may be the only buyers of Apple, so they are not willing to give Apple any extra offers. If Microsoft maintains this attitude, it will be a huge help for us to purchase Apple. "

The Ding Jian in charge of capital operation asked Li Mu: "Chief Li, since Microsoft has already got in touch with Apple, is it necessary for us to contact Apple in the near future?"

Li Mu said: "Not for the time being, otherwise if Microsoft knows that we are also staring at Apple, it is very likely that we will increase our quotation and conditions to avoid long nights."

Finally, Li Mu said to Louis Martin: "Louis, keep your eyes on the movements of Apple and Microsoft. I want to know what price Microsoft reported to Apple and the internal reaction of Apple to the Microsoft quotation. . "

Louis Martin nodded: "Please rest assured, I will pay close attention to, any movement will be reported to you as soon as possible."

Li Mu said: "Tell Sequoia executives to keep them silent, and do n’t disclose the news that Muye Science and Technology is preparing to acquire Apple."

Louis Martin hastily said: "Understood, I will communicate."

Li Mu smiled with satisfaction and said, "The rest, just wait for me to come to the United States and talk to them personally."

As soon as the voice fell, Li Ziwei knocked on the door in a hurry and said excitedly to Li Mu: "Chief Li, the World Health Organization has just released news, China has lifted the epidemic warning throughout the territory!"