Hollywood Hunter

Chapter 589: Short

In the evening, at the invitation of Larry Ellison, he attended a party in the business circle of Silicon Valley. Simon did not return to his mountain mansion in Woodside until ten o'clock in the evening.

Entering the living room of the villa, the two AC girls who heard the movement came out together.

Simon was not surprised that Girl C appeared here. He smiled and greeted, handed the jacket to Girl A, and asked Claire: "How are the new generation iCam preparations?"

Claire followed Simon a little affectionately, and said, "The trial production has already started, and we will start stocking next month. Boss, would you like 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 and sat down beside Simon without a trace, and said, "Boss, several Wall Street investment banks have been in contact with me about the listing of Tinkobair during this period. When do you think we should start an IPO?"

Girl A poured a cup of coffee and handed it to Simon. When she retreated, she couldn't help but glance at the girl C, who was slightly leaning against her boss. Simon was sitting in the middle of the couch with a space on the other side, Alison. After hesitating for a while, he didn't sit down on Simon's other side according to the strategy that he had discussed privately in advance. Instead, he chose to sit on a single sofa next to him. Under cover, he picked up a folder on the coffee table and opened it. His eyes echoed the two who were chatting.

Simon did not notice these little details, and smiled after hearing the words: "If you are anxious to let others know that you are now a rich little woman, of course you can start an IPO as soon as possible."

The iCam series is very popular. Although Tinkobair has launched several R&D projects at the same time, it does not lack funds.

On the other hand, Tinkobair does not have venture capital and is eager to cash out an IPO. As the largest shareholder of 70% of the shares, Westeros not only has no need for cash out, but can also continue to provide funds for the company. There is no need for an IPO.

If it is not for economic considerations, Simon even hopes that all companies in the Westeros system will remain privatized.

Cisco, Nokia, AOL, 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 field that Tinkobayer is involved in is also Not sensitive, this company is very hopeful that it will remain privatized forever.

Claire hated Alison’s temporary retreat. She quietly moved closer to her boss. She actually didn’t even have the idea of ​​an IPO of Tinkobair. She just randomly found a topic: "But, Cisco and The recent share prices of the two AOL companies have been close to 50 billion U.S. dollars. I have seen many analysts that the technology stocks have reached their peak, and now is the best time for an IPO."

Simon took a sip of coffee and felt the fragrance of the woman next to him. He glanced at the girl beside him and found that although Claire was wearing the blouse and black trousers he was familiar with, the neckline of the neckline was open this time. , Faintly can see the edge of light pink lace.

Without concealing his gaze, Simon smiled and glanced a few times, and said, "You didn't quietly invest in technology stocks. Come over and say something 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."

"Will you still increase leverage?"

"Only doubled."

"Ok."

Seeing Simon nodded noncommittal, 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 from now?"

Simon glanced at Girl C who was already holding her arm and pasting it, and smiled: "I don't know either."

Claire saw that her boss didn't object to her approach, and she rubbed her body lightly on the man, and a small white hand dared downward.

The girl A, who was sitting quietly and looking at all of this, unknowingly became a little hot. Seeing that the two got closer and closer, she finally couldn't help getting up and saying, "Boss, I'm going to rest first."

"Don't go."

It was Girl C who spoke, and then whispered something in the ear of the man.

In the quiet living room late at night, the voice was actually very clear. When I heard girl C reveal some of her most private things, girl A was like a deer that fell into a trap and was anchored, her face flushed, and she was a little overwhelmed for a while. .

Simon waited for Claire to finish, then looked at Girl A who was standing there after she got up, patted her next to him, and said, "Come here."

Once heard a similar tone from men, Alison didn't want to be like those women, but found that his body didn't listen to it at all.

It seems to be under some kind of curse called obedience.

Came to sit down next to Simon, obediently took the coffee cup handed by the man and placed it on the coffee table, glanced at Claire on the other side, breathing more and more rapidly.

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. He suddenly remembered something and asked, "Where is Alice?"

Both girls are stagnant.

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

Came to Simon's villa in Woodside with the AC two girls. The housekeeper did not get along with the two girls too much, and went straight upstairs to the master bedroom to wait for Simon's return.

The tiredness accumulated during the days of high-intensity work was not completely relieved by the rest of the afternoon maintenance. I took a bath again, lay alone on the man’s big bed and read the magazine, and fell asleep without knowing it.

A very relaxing deep sleep.

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 sunshine has been slanted into the bedroom, the windows are still being opened, and the fresh mountain air is refreshing.

But the mood is inexplicably unhappy at all.

Especially after going downstairs, I saw a guy reading a newspaper in the restaurant eating breakfast, and the two AC girls had nice silk scarves matching their necks.

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

Sitting down at the dining table with a cold face, feeling that this would make him more proud, so he quickly ate breakfast casually, chatted with him about company affairs casually, and rushed to the company with him casually.

There is not much preparation in advance, and the morning meeting on the priority of Eaglet products tends to be free discussion.

Everyone was very busy. The meeting lasted only half an hour. Simon’s final request was that the three giants of Bezos, Butts, and Lee, as well as the housekeepers who were personally brought into the meeting room by Simon, must submit to him a copy each month. A handwritten priority report detailing each month's decision on the priority of products related to the various businesses of Eaglet.

At the end of the meeting, Simon went to the San Jose headquarters to discuss some things with John Chambers, and boarded the plane to New York near noon.

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

The headquarters of the TV department has been set up in New York.

On the following Wednesday, January 19, Eaglet released a "1993 Global World Wide Web User Report" ahead of the annual financial report that the outside world paid more attention to.

The report shows that as of December 31, 1993, the number of global web access users has reached 73 million, and the number of Internet users covered has reached 116 million.

Among them, the number of web users in the United States alone reached 46 million, and the number of Internet users covered was 75 million.

Japan has 5.3 million World Wide Web users following the United States

The third is Germany, 3.8 million.

The UK ranks fourth with 2.9 million users.

The number of Canadian users next to the US ranks fifth with 2.6 million.

Australia, where the Westeros system focuses on operations, also has 1.5 million World Wide Web users, lagging behind France, Italy and Spain, ranking ninth. Based on Australia's total population of only 17 million, the popularity of the World Wide Web in this country reached 14%, second only to 15% in Canada and 28% in the United States.

Compared with 1992, the number of web users in the United States increased by 64% in 1993, and the number of web users in most key countries overseas generally exceeds 100%.

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

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

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

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

Immediately thereafter, on January 21, after three consecutive days of stock price increases, AOL's stock price also successfully broke through the $50 billion mark.

As of the close on January 21, Cisco's total market value reached 53.6 billion U.S. dollars, and AOL's market value was also fixed at a high of 51.5 billion U.S. dollars. The share prices of other companies such as Microsoft, Intel and Oracle have set new highs. Even IBM, which has been in a quagmire in recent years. After the new CEO Gerstner who took office last year, the company's market value has rebounded due to this positive wind. To a high of $40 billion.

While the madness of technology stocks has caused more investors to pour into Nasdaq, there are also many sober investors who believe that the technology stock market has overheated, and the stock prices of companies such as Cisco and AOL have serious bubbles.

The annual or quarterly financial reports of each company will not be released until the next two months. The capital market can basically make statistics based on the financial data of the company in the past quarters. The high growth rate of new technology companies such as Cisco and AOL is unquestionable. However, the market value of Cisco and AOL exceeding US$50 billion is too exaggerated in the eyes of many people.

As of the close of January 21st, only 4 companies in the US corporate market value ranking have exceeded US$50 billion in market value. Cisco and AOL are second only to the top-ranked General Electric and the second-ranked US energy giant Philip Morris. , The market capitalization of the two companies is 76.2 billion US dollars and 55.3 billion US dollars.

In contrast, whether it is General Electric or Philip Morris, the revenue volume is ten times that of Cisco and AOL, and even the net profit of the two companies in the last fiscal year of 4.6 billion and 5.9 billion US dollars has been compared with Cisco's revenue in 1993 was comparable.

The veteran heavy industry giants such as General Motors and Ford Motors, with annual revenues of more than 100 billion U.S. dollars, had a market value of only 37.1 billion U.S. dollars and 29.5 billion U.S. dollars as of the close of January 21. The other two energy giants Exxon and Mobil, which have been eyeing for a long time, had a closing market value of only 43.6 billion US dollars and 35.3 billion US dollars respectively on January 21.

Many other established giants with a heritage of dozens of 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. US$50 billion was a threshold for major giants. It took a century for other companies to fail to break through the threshold. At this time, two emerging high-tech companies that have only been established for about 10 years passed easily. How could it not make people question the existence of bubbles.

Therefore, many hedge funds on Wall Street have begun to establish short positions after the two companies exceeded the $50 billion market value mark, betting that Cisco and AOL will see a market value correction in the next few months. The key point in time is the two companies' next two. Month’s annual financial report release date.

Shorting Cisco and AOL Capital believes that the capital market will calm down as the two companies fail to match their high market value earnings reports.

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

Stock hedging is a zero-sum game 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 recently quietly increased the size of hedge funds to US$5 billion, and US$20 billion in short contracts for technology stocks, but Cersei Fund Management has undertaken a large amount of one 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 close-knit shareholders have also generously lent their own technology stocks, as long as you If you dare to borrow, I dare to give.

Of course, you are at your own risk.

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