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