Hollywood Hunter

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In the evening, at the invitation of Larry Ellison, he attended a gathering in the Silicon Valley business circle. Simon returned to his mountain mansion in Woodside just after ten o'clock at night.

Entering the living room of the villa, the two girls AC, who heard the movement, greeted them together.

Simon was not surprised that Girl C appeared here. He smiled and said hello, handed the jacket to Girl A, and asked Claire, "How is the new generation of icam preparing?"

Claire followed Simon slightly intimately and said, "The trial production has already started, and the stocking will start next month. Boss, do you want to visit me tomorrow?"

Simon sat down on the sofa in the living room and said, "Next time, I will leave for New York at noon tomorrow."

Claire nodded, sat down next to Simon without a trace, and said, "Boss, several Wall Street investment banks have been in touch with me about the listing of Tincobert. When do you think it's appropriate for us to start an IPO?"

Lady A poured a cup of coffee and handed it to Simon. When she backed away, she couldn't help but glanced at Lady C, who was leaning slightly beside her boss. Simon was sitting in the middle of the couch, and there was still room on the other side. Alison After hesitating for a while, he didn't sit down on Simon's side according to the strategy that he had negotiated privately in advance. Instead, he chose to sit on the single sofa next to him. He disguisedly picked up a folder on the coffee table and opened it, occasionally raising his head to use it. His eyes matched the two who were chatting.

Simon didn't notice these little details, he said with a smile: "If you are in a hurry to let others know that you are now a little rich woman, of course you can start the ipo as soon as possible."

The icam series sold very well. Although Tinkerbell started several R\u0026D projects at the same time, he did not lack funds.

On the other hand, there is no venture capital investment eager to cash out IPOs either. Westeros, the largest shareholder holding 70% of the shares, not only has no cash in demand, but can also continue to provide funds for this enterprise, so it is fundamental There is no need for an IPO.

If it were not for economic considerations, Simon would even want all the companies in the Westeros system to remain privatized.

Cisco, Nokia, America Online, and Daenerys Entertainment, which will be listed in the middle of the year, are all helpless. As the most important layout of the Westeros system in the field of consumer electronics, the product areas that Tinkerbell is involved in are also Not sensitive, the company is very likely to remain private permanently.

Claire hated Alison's temporary withdrawal, and she quietly moved closer to her boss. In fact, she didn't have any idea of ​​doing an IPO to Tinkerbell, she just found a topic at random: "However, Cisco and Both AOL shares have recently traded near $50 billion, and I see a lot of analysis that the tech sector has peaked, and now is the perfect time for an IPO.”

Simon took a sip of coffee, felt the scent of the woman beside him, took a look at the girl next to him, and found that although Claire was wearing a blouse and black trousers that he was familiar with on weekdays, this time the neckline was open. , the pale pink lace edge can be faintly seen.

Without concealing his gaze, Simon smiled and glanced at it a few times, and said, "You won't invest in technology stocks quietly, come over to me today?"

Claire immediately admitted: "I invested 5 million US dollars, all of which are loans. If I lose money, I can only ask the boss for help."

"When did you buy it?"

"last year."

"You won't be adding leverage, will you?"

"Only doubled."

"Um."

Seeing Simon nodding noncommittally, Claire carefully grabbed the man's arm and shook it: "Boss, should I sell now?"

"It doesn't matter if you hold it for another year."

"What about a year later?"

Simon glanced at the girl C who had already hugged his arm, and said with a smile, "I don't know either."

Seeing that her boss did not object to her closeness, Claire rubbed lightly on the man, and a small white hand boldly reached down.

Lady A, who was sitting quietly beside her and watching all this, felt a little feverish all over her body. Seeing that the two were getting closer and closer, she finally couldn't help getting up and said, "Boss, I'm going to rest first."

"Don't go."

But it was girl C who opened her mouth, and then whispered something in the man's ear.

In the quiet living room in the middle of the night, the voice was actually very clear. Hearing Lady C revealing some of her most private matters, Lady A was like a deer who fell into a trap and was immobilized. Her face was flushed, and she felt a little overwhelmed for a while. .

Simon waited for Claire to finish speaking, looked at Girl A who was standing still after getting up, patted beside him, and said, "Come here."

Having heard a similar tone from men, Alison didn't want to be like those women, only to find that her body didn't obey her at all.

It's like he's caught some kind of spell called obedience.

Came to Simon and sat down, obediently took the coffee cup handed over by the man and put it on the coffee table, glanced at Claire on the other side, and his breathing became more and more rapid.

After the coffee cup in Simon's hand was picked up by Girl A, he grabbed Alison's chin and brought it over. He was about to kiss him when he suddenly remembered something and asked, "Where's Alice?"

Both girls are stagnant.

Simon only looked at Girl A's expression and understood it instantly, but he just smiled and didn't stop his movements.

Came to Simon's villa in Woodside with the two girls, female

The housekeeper didn't get along with the two women too much, and went straight upstairs to the master bedroom to wait for Simon's return.

The fatigue accumulated from the high-intensity work of the past few days was not completely relieved by the maintenance and rest in the afternoon. After taking a bath again, lying alone on the man's big bed reading magazines, I fell asleep unconsciously.

A very relaxing sleep.

When I woke up again, the magazine from last night was still at hand, but there was no trace of a man on the big bed.

The curtains were not drawn last night, the bright sunlight had already slanted into the bedroom, the windows were still opened, and the fresh mountain air was refreshing.

The mood was inexplicably not happy at all.

Especially after going downstairs, I saw a guy who was eating breakfast and reading a newspaper in the restaurant, and the beautiful silk scarf that was well matched between the necks of the two girls.

Hearing the man saying good morning, there was no response.

He sat down at the table with a cold and pretty face, thinking that this would make him more proud, so he quickly ate breakfast casually, chatted with him about the company casually, and rushed to the company with him casually.

There was not much preparation in advance, and the morning meeting on Igreat's product priorities was more of a free-form discussion.

Everyone was very busy, and the meeting lasted only half an hour. Simon's final request was that Bezos, Butts, Li, and the housekeeper who was brought into the meeting room by Simon himself must submit a full monthly statement to him. A handwritten prioritization report detailing monthly decisions related to product prioritization across Igreat's businesses.

After the meeting, Simon went to Cisco headquarters in San Jose to discuss some things with John Chambers, and boarded a plane to New York near noon.

After taking over the usa network completely, Daenerys Entertainment's TV business also needs to make corresponding adjustments.

The TV division has always been headquartered in New York.

On the following Wednesday, January 19, Igreat released a "1993 Global World Wide Web User Report" ahead of its annual earnings report, which was more closely watched by the outside world.

According to the report, as of December 31, 1993, the number of global World Wide Web access users has reached 73 million, covering 116 million netizens.

Among them, the number of users of the World Wide Web in the United States alone has reached 46 million, and the number of Internet users covered is 75 million.

Japan's World Wide Web users are just behind the U.S. at 5.3 million

The third place is Germany, with 3.8 million.

The UK ranks fourth with 2.9 million users.

Canada, which is next to the United States, has the fifth largest number of users, with 2.6 million.

Australia, where the Westeros system focuses on, also has 1.5 million World Wide Web users, ranking ninth behind France, Italy and Spain. With Australia's total population of just 17 million people, the World Wide Web is 14% popular in the country, second only to Canada at 15% and the continental United States at 28%.

Compared with 1992, the number of users of the World Wide Web in the United States soared by 64% in 1993, and the number of users of the World Wide Web in most key countries overseas generally exceeded 100%.

The report also predicts that in 1994, the number of users of the World Wide Web in the United States will still increase by more than 50%. Due to the relative lag in the popularity of the World Wide Web in Japan, Germany, the United Kingdom and other overseas countries, the increase in 1994 will be higher, and it is expected to remain at 100. % annual growth rate.

Therefore, the number of worldwide World Wide Web users is expected to reach 120 million by the end of 1994, covering more than 200 million netizens.

Once the report, which is more inclined to count the number of global World Wide Web users, is released, the most direct consequence is to trigger another collective surge in Nasdaq technology stocks.

On January 19, Cisco's share price rose by 3.9%, officially breaking the US$50 billion mark, becoming the first Internet company among many emerging technology companies to break through the US$50 billion market value.

Following this, on January 21, after three consecutive days of rising stock prices, AOL’s stock price also successfully broke through the $50 billion mark.

As of the close of the day on January 21, Cisco's total market value reached $53.6 billion, and AOL's market value was also fixed at a high of $51.5 billion. The stock prices of other Microsoft, Intel, Oracle and other companies have reached new highs one after another, and even IBM, which has been in a quagmire in recent years, after the new CEO Gerstner, who took office last year, has continued to reform for more than half a year. to a high of $40 billion.

While the madness of technology stocks has caused more investors to flock to the Nasdaq, there are also many sober investors who believe that the technology stock market is overheated, and the stock prices of companies such as Cisco and America Online are even more frothy.

The annual or quarterly financial reports of various companies will only be released in the next two months, and the capital market can basically make statistics based on the financial data of companies in the past quarters. There is no doubt about the high growth rate of new technology companies such as Cisco and AOL. However, the market value of Cisco and AOL is over 50 billion US dollars, which is too exaggerated in the eyes of many people.

As of the close on January 21, only 4 companies in the U.S. corporate market capitalization list have a market value of more than $50 billion. Cisco and AOL are second only to General Electric and the U.S. energy giant Philip Morris. , the two companies have a market capitalization of $76.2 billion and $55.3 billion, respectively.

In contrast, whether it is General Electric or Philip Morris, the revenue volume is ten times that of Cisco and AOL, and even the two companies were 4.6 billion and 5.5 billion in the last fiscal year.

The net profit of 900 million US dollars is already comparable to Cisco's 1993 revenue.

Old-fashioned heavy industry giants such as General Motors and Ford Motor with annual revenues of more than 100 billion US dollars have market capitalizations of only US$37.1 billion and US$29.5 billion respectively as of the close of trading on January 21. The other two energy giants, Exxon and Mobil, which have long been eye-catching, also closed on January 21 with market capitalizations of only $43.6 billion and $35.3 billion, respectively.

Many other old-fashioned giants that have been passed down for hundreds of years have no market value comparable to Cisco and AOL.

At the beginning of 1994, there were still no companies with a market value of 100 billion US dollars in the United States, and 50 billion US dollars was a threshold for major giants. It took other companies a century to break through the threshold. At this time, two emerging high-tech companies that were only about 10 years old have easily crossed the threshold. How can people not question the existence of bubbles.

Therefore, many hedge funds on Wall Street have begun to build short positions after the two companies exceeded the $50 billion market value mark, betting that Cisco and AOL will have a market value correction in the next few months. Month's annual earnings release date.

Capital shorting Cisco and AOL believes that the capital market will calm down as the two companies are unable to match their high market capitalization earnings releases.

As a result, as of the close of trading on January 21, the short position for Cisco and America Online alone exceeded US$6 billion, and the total short position in the entire Nasdaq technology stock market reached US$20 billion. Zhou is expected to continue to expand.

Equity hedging is a zero-sum operation.

A short contract at the $20 billion level naturally means a long position of the same size.

Cersei Fund Management, a subsidiary of Cersei Capital, has quietly increased the size of hedge funds to $5 billion and $20 billion in short contracts on technology stocks, but Cersei Fund Management has taken on a third of them. , reaching 7 billion US dollars, Simon does not want to take more, but there is no shortage of long and other long capital in the market.

Even, in order to facilitate many hedge funds to establish short positions specifically targeting technology stocks such as Cisco and AOL, Westeros and other closely related shareholders have also lent their own technology stocks very generously, as long as you Dare to borrow, I dare to give.

Of course, at your own risk.

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