porter dream - final solution
TRANSCRIPT
У Ц А И А У А А У И PORTER’S DREAM
31.12.2010
07.09.2011
Porter's Dream - IASA CaseChamp Final
2
2011
Yahoo! HQ, Sunnyvale, CA
+ 33
1,4 . .
И : Yahoo! 2010 Annual Report,
, Yahoo! Finance
13 600
К
И
Ти Мо
$16,3
Alibaba Group
Yahoo! Japan
43%
35%
. . (ex-CFO)
я
К
262m #1
27% #2
139m #1
, 2010 $6,3
Porter's Dream - IASA CaseChamp Final
3
я Google Yahoo! Google Yahoo!, $B
2011 2006
$40,7B
$182,4B
$16,3B
$127,1B
И : Yahoo! 2010 Annual Report,
Google 2010 Annual Report, , Yahoo!
Finance
6.40 7.00 7.20 6.50 6.30
10.60
16.60
21.80 23.70
29.30
2006 2007 2008 2009 2010
Porter's Dream - IASA CaseChamp Final
4
4 10
- 24,8%
Yahoo!
И : Yahoo! 2010 Annual Report,
, Yahoo!
Finance
Ти Ку л
2001
Те и Сэ ел Дже и Я Кэ ол а тц
2007 2008 2011 ? ???
я Alibaba
Porter's Dream - IASA CaseChamp Final
5
, %
И
Ч
И -
я
К S&P500 2004-2008 > 300
( )
+ 0 -
23 54 23
28 46 26
32
25
47
40
50
21
60
25
0
И : Harvard Business Review
Porter's Dream - IASA CaseChamp Final
6
90%
51%
10%
49%
2011 Q3 2008 Q2
ША*
И : * http://www.nielsen.com/us/en/newswire/2010/smartphones-to-overtake-feature-phones-in-u-s-by-2011.html
** http://arstechnica.com/tech-policy/2010/03/wireless-survey-91-of-americans-have-cell-phones
*** http://www.webanalyticsworld.net/2011/06/fastest-internet-speeds-by-country-q4-2010.html
**** http://www.tomsguide.com/us/cloud-storage-service-computing,review-1539-9.html
3,6 **
- ***
8,8 Mbps
25 Gb ,
****
Porter's Dream - IASA CaseChamp Final
7
17
2,3
1.7
Yahoo! Alibaba Group Yahoo Japan
457
730
1298
0
200
400
600
800
1000
1200
1400
2008 2009 2010
Rev, $K
19
41
72
0
10
20
30
40
50
60
70
80
2008 2009 2010
ё я, $B
Alibaba Group
- У Alibaba Group - Alibaba Group - Alibaba Group IPO ША
10B 1B
Market cap, $B
И : BCG
Review, Business Insider
Porter's Dream - IASA CaseChamp Final
8
1. 2. 3. У
b)
) Ч ,
. К Alibaba
ІPO
оп о ы и от еты
IASA CaseChamp Porter's Dream