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1、YoukuTudou’smergeranalysis1.Asimplegreetingandexplainmyownviews2.Causeanalysis(1)Thevideoindustryishighlycompetitive,andonlytheirmergercanseekawayout(2)Domesticvideositesincrease,YoukuandTudougraduallylostcorecompetitiveness(3)Mergerstablesvideomarkettores
2、isttheinvasionofrichsecondgeneration(4)Thetwogiantsofthevideoindustrymergertoreducecost(5)VideosearchengineSokurolewillshow3.Effectsanalysis(1)Marketshareislarger,increasecompetitiveness(2)Thecopyrightpurchasedpricewillbereduced(3)Increaseadvertisingrevenu
3、e,enhancebargainingpowerwithvendors4.Developmentproposals(1)Sharedresourcestoobtainacompetitiveadvantage(2)Establishanewculturalconcepttoseekjointdevelopmentofbothsides(3)Therearesomeproblemsshouldbenotedintheintegrationprocess5.SummaryFROM:XueChaolongTO:Y
4、oukuTudouIncSUBJECT:opinionsonYoukuTudou’smergerDearSir,I’mthestakeholderofYoukubefore,IwassurprisedtohearthenewsthatYoukuandTudouhadmerged,joiningtogethertobecometheleadingcompanyinChina’sonlinevideoindustry.Frommypointofview,thetwocompanies’mergerisagood
5、idea.Peopleoftensaythatnopermanentenemiesandnopermanentfriends,inthemarketthatlikesabattlefieldwithoutsmokeofgunpowderisevenso,cooperationisthebestwaytodefeatacompetitor.YoukuandTudougiveusaverygoodinterpretation.Themergerwasanunexpectedthingbutimperativef
6、orbothsides,YoukuandTudouwereknownfortheirintensebattles,bothontheWebsandinthecourtroom,whichmadethenewscometoosuddenly.Despitetheintensecompetition,therehasbeencooperation,mostnotablylastyear,whenthefirmsbegansharingcontenttofendoffrivals.Thatmoveledtospe
7、culationofamergerand,morethanayearlater,thatrumorsprovedtobecorrect.I’moptimisticaboutthemerger.Althoughtheirmergernowhasnocauseactualqualitativechange,butthetwosidestocooperatetobringthequantitative,andthequantitychangewillproduceaqualitativechange.OnMarc
8、h11th,YoukuandTudousignedthefinalagreementthatwillwiththe100%convertiblewaytomerge,thenewcompanycallsYoukuTudouInc.Tudouwillwithdrawfromthemarket.ThismarksChina'snetworkvideowebsitepatternisfacingthenewchange
